Sr. Account Analyst

Senior Account Analyst

Fully Remote • Signal Hill Office - Signal Hill, CA 90755

Overview

Salary Range $76,000.00 - $80,000.00 Salary Level Experienced Position Type Full Time Job Shift Day Education Level High School Diploma or GED Travel Percentage None Category Admin - Clerical

Senior Account Analyst

POSITION SUMMARY: Maintains statutory reporting and funding for disability and leave of absence products and California Voluntary Disability Plans.

DUTIES AND RESPONSIBILITIES:

This position may perform some or all the duties listed below:

• Create and maintain client stewardship reports*
• Coordinate banking and funding arrangements for claims with check-cutting services*.
• Review annual W2 reports for accuracy*.
• Coordinate new VDI plan implementations for clients*
• Monitor weekly funding for TRISTAR-owned bank accounts.
• Coordinate client quarterly, annual, and statutory reporting for all VDI Plans, including DE2568V, Security Reviews, Plan changes, and plan document writing.
• Ensure client CA VDI Claims compliance.
• Assist with CA EDD Claim Audits under the supervision of the Claims Manager
• Assist Clients with EDD financial audits.
• Collect quarterly data from clients and monitor for accuracy.
• Responsible for creating and pushing system reports to clients as requested for their VDI Plans
• Answer/return all telephone calls from clients within 24 hours.
• Assist Client Services with analytical reports associated with CA VDI Plans*
• Develops and maintains strong working relationships and works cooperatively with co-workers and member of the supervisory/management team.
• Plans, coordinates, and performs administrative assignments and special projects; works as a team member in a dynamic environment.
• Follow attendance policy: consistency in work schedule and punctuality.
• All other duties as assigned.

EQUIPMENT OPERATED/USED: Computer, 10-key, copier, printers, scanner, fax, and other office equipment.

SPECIAL EQUIPMENT OR CLOTHING: Appropriate office attire.

Qualifications

QUALIFICATIONS REQUIRED:

Education/Experience : College degree in accounting preferred or equivalent job experience. Five (5) years experience in administrative office environment.

Knowledge, Skills and Abilities :

• General office experience.
• Must be organized and possess the ability to document files accurately in a fast-paced environment.
• Computer Proficient in Word, Excel, and Web applications.
• Excellent Written and oral communication skills.
• Ability to solve practical problems and to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Other Qualifications :

• None

MENTAL AND PHYSICAL REQUIREMENTS

1. MENTAL EFFORTa. Reasoning development::X Follow one- or two-step instructions; routine, repetitive task.X Carry out detail but uninvolved written or verbal instructions; deal with a few concrete variables.X Follow written, verbal, or diagrammatic instructions; several concrete variables.X Solve practical problems; variety of variables with limited standardization; interpret instructions.Logical or scientific thinking to solve problems; several abstract and concrete variables.Wide range of intellectual and practical problems; comprehend most obscure concepts.

b. Mathematical development:X Simple additional and subtraction; copying figures, counting, and recording.X Add, subtract, multiply, and divide whole numbers.X Arithmetic calculations involving fractions, decimals, and percentages.Arithmetic, algebraic, and geometric calculations.Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.Highly complex mathematical and statistical techniques such as calculus, factor analysis, and probability determination; requires theoretical application.

c. Language development:X Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.X Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide basic direction.Ability to transcribe dictation; make appointments and process mail; write form letters or routine correspondence; interpret written work instructions; interview job applicants.X Ability to compose original correspondence, follow technical manuals, and have increased contact with people.Ability to report, write, or edit articles for publication; prepare deeds, contracts or leases, prepare and deliver lectures; interview, counsel, or advise people; evaluate technical data.

2. PHYSICAL EFFORTa. Physical activity required to perform the job:X Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time.Light work:a. Exerting up to 20 pounds of force occasionallyb. Exerting up to 10 pounds of force frequentlyc. Exerting a negligible amount of force constantly to move objects(If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work).Medium work:a. Exerting up to 50 pounds of force occasionallyb. Exerting up to 20 pounds of force frequentlyc. Exerting up to 10 pounds of force constantly to move objectsHeavy work:a. Exerting up to 100 pounds of force occasionallyb. Exerting up to 50 pounds of force frequentlyc. Exerting up to 20 pounds of force constantly to move objectsVery heavy work:a. Exerting in excess of 100 pounds of force occasionallyb. Exerting in excess of 50 pounds of force constantly to move objectsc. Exerting in excess of 20 pounds of force constantly to move objects

Visual requirements necessary to perform the job:Far vision: clarity of vision at 20 feet or moreX Near vision: clarity of vision at 20 feet or lessMid-range vision: clarity of vision at distances of more than 20 inches and less than 20 feetDepth perception: the ability to judge distance and space relationships, so as to see objects where and as they actually areColor vision: ability to identify and distinguish colorsField of vision: ability to observe an area up or down or to the right or left while eyes are fixed on a given point

2. PHYSICAL EFFORT (cont.) - FREQUENCY

c. Physical activity necessary to perform the job and frequency (e.g., continually, frequently, or occasionally):Climbing: Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like, using feet and legs and/or hands and arms. Body agility is emphasized. This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion.Balancing: Maintaining body equilibrium to prevent falling when walking, standing, or crouching on narrow, slippery, or erratically moving surfaces. This factor is important if the amount and kind of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.X Stooping: Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles.X Kneeling: Bending legs at knee to come to a rest on knee or knees.X Crouching: Bending the body downward and forward by bending legs and spine.Crawling: Moving about on hands and knees or hands and feet.X Reaching: Extending hand(s) and arm(s) in any direction.X Standing: Particularly for sustained periods of time.X Walking: Moving about on foot to accomplish tasks, particularly for long distances.X Pushing: Using upper extremities top press against something with steady force in order to thrust forward, downward, or outward.X Pulling: Using upper extremities to extent force in order to drag, haul, or tug objects in a sustained motion.FootMotion: Using feet to push pedals.X Lifting: Raising objects from a lower to a higher position or moving objects horizontally from position to position. This factor is important if it occurs to a considerable degree and requires substantial use of the upper extremities and back muscles.X Fingering: Picking, pinching, typing, or otherwise working with fingers rather than with the whole hand or arm as in handling.X Grasping: Applying pressure to an object with the fingers and palm. - RareRareRareFrequentOccasionalOccasionalOccasionalOccasionalRareFrequentFrequent

2. PHYSICAL EFFORT (cont.)