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Business Operations and Accounting Associate

$65k - $75k

Insperity

divh2Business Operations Accounting Associate/h2pProsperity Advisors and Prosperity Network of Advisors are seeking a full-time Business Operations Accounting Associate to join our growing team in Overland Park, KS. As a Business Operations Accounting Associate, you will support financial operations, accounting processes, and HR administration within a dynamic financial services and wealth management organization. You will work directly with senior leadership to enhance operational efficiency, maintain financial accuracy, and contribute to strategic decision-making in a regulated investment advisory environment. This role is ideal for a detail-focused professional who enjoys blending accounting, business operations, and team support while building a long-term career in financial services./ppBest-in-Class Benefits and Culture:/ppWe value our employees time and efforts. Our commitment to your success in our ensemble practice is enhanced by providing a competitive salary of $65,000 to $75,000 annually, and an extensive benefits package, including:/pulliGroup Health Insurance/liliLong-Term and Short-Term Disability Insurance/lili401K with Employer Matching/liliDental/Vision Insurance/liliParental Leave/liliPTO that includes PTO for Volunteer Work/liliFlextime Policy/li/ulpAt Prosperity, youll have the chance to make a measurable difference in thousands of householdsand help shape financial well-being for generations. We value our team members and their families and believe in supporting healthy, balanced, and financially confident lives./ppTo succeed, you should have:/pulliBachelors degree in Accounting, Finance, or Business Administration with accounting coursework/lili3+ years of bookkeeping/accounting experience; experience in financial services or wealth management preferred./lili1+ year of HR administration, including employee onboarding, benefits coordination, employee engagement initiatives, internal events, and cross-functional business projects preferred./liliProficiency in Microsoft Office (Excel, Word, Outlook), with advanced Excel capabilities and experience using QuickBooks or similar accounting software preferred./liliSolid knowledge of accounts payable/receivable, payroll processing, bank and credit card reconciliations, and financial reporting, with keen attention to detail and accuracy./liliAbility to adapt to business technology systems and handle confidential financial and HR information with discretion./li/ulpYour responsibilities as a Business Operations Accounting Associate will include:/pulliAdminister payroll processing, accounts payable, and accounts receivable functions, ensuring accurate and timely financial operations within a financial services environment./liliPerform commission reconciliation with broker/dealers, investigate discrepancies, and maintain accurate records in QuickBooks accounting software./liliReconcile bank statements and corporate credit cards, enter financial transactions, and prepare monthly financial reports to support executive decision-making and compliance./liliSupport budget planning and forecasting, assist with leadership meeting coordination, and contribute to operational reporting and business performance tracking./liliAssist with HR administration, including employee onboarding, benefits coordination, employee engagement initiatives, internal events, and cross-functional business projects./li/ulpFounded in 1989, Prosperity Advisors is a full-service financial planning team committed to helping clients pursue their life goals with confidence. Serving over 5,000 client households, we guide individuals and families at every stage of lifefrom first-time investors to seasoned wealth builders. Our approach combines personalized financial strategies with deep expertise, ensuring each client feels supported, informed, and empowered on their journey to economic well-being./ppThe Prosperity Network of Advisors extends this commitment to over 160 financial professionals nationwide. As an OSJ branch, we provide comprehensive support, compliance oversight, and business resources that empower our members to thrive. From training and education to succession planning, growth opportunities, and networking, our organization fosters collaboration and innovation, creating a vibrant community where knowledge and experience flow freely. With 300+ associated members, the network is a hub for mentorship, professional development, and long-term success./ppJoin Our Team and Drive Impact!/ppStep into a dynamic role as a Business Operations Associate at Prosperity Advisors, where you will shape financial operations, streamline processes, and support leadership in a fast-growing wealth management organization. Apply today to grow your career, make an immediate impact, and thrive in a collaborative, high-energy environment./ppWe are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law./p/div

Vacancy posted 7 hours ago
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