Washington, D.C., USA
Job Type:
Full Time
Workspace:
Remote
About the Role
As a Financial Consultant, you will be responsible for providing support to clients, including administrative support, help desk support, preparing documentation for client deliverables, and superior client communication. You will provide audit support and ensure compliance with applicable regulations. You also will be responsible for analyzing financial data, creating reports, and making recommendations to clients. Please note: this role requires strong analytical and organizational skills, as well as excellent communication skills.
Requirements
Required Skills and Experience:
• Associate Degree or BA/BS degree from an accredited college/university in Accounting, IT, Business, Finance, or a related field
• Or equivalent work or military experience as a substitute
• Excellent verbal and written communication skills
• Excellent leadership, teamwork and client service skills
• Proficient in Microsoft Office suite
• Ability to obtain a public trust clearance
• Must be a U.S. Citizen or Permanent Legal Resident
Financial Consultants must be able to perform the following:
• Provide support services in the areas general accounts receivable management related to filing fees, including processing refunds, reviewing account balances, and providing reviews of filing fee accounts.
• Perform routing administrative support services such as sorting through mail, email and faxes for proper disposition, also ensuring filers/registrant address are properly updated in the relevant financial management and programmatic systems.
• Prepare supporting documentation for refund issuance, identify customer and client initiated refunds and track progress and response or no responses.
• Prepare documentation to issue refunds and provide to appropriate personnel for issuance, track progress and findings.
• Answer phone call and provide help desk support when requested.
• Perform alternative search procedures for locating filer/registrant address information.
• Provide general administrative support services.
• Provide dashboard or management communication of key processes, transactions or management or internal control information. Provide other duties assigned as requested that will help strengthen internal controls or process efficiencies or to facilitate financial
• Provide Audit support for transactions requested by auditors and management and assist with the presentation of financial data to auditors; and
• Provide multiple reviews, first and second reviews of fee bearing filing and potentially fee-bearing filings, detail tracking, status, backlog tracking of common errors/deficiencies by filers, tracking of efficiencies and effectiveness by reviewer and management report/dashboards.
About the Company
At Frontier, exceeding client expectation is our #1 priority. Our goal is to exceed our clients’ expectations by providing highly personalized, value added services, while earning their trust and confidence in our firm and personnel. We provide our clients with personnel of the highest caliber, who possess the qualifications, educational background, experience, and flexibility to adjust and adapt to each agency’s unique business needs. As a small business, we are able to provide value added services at extremely competitive prices, yielding greater cost savings for our clients.
Location: Washington, DC
Posted: Oct. 8, 2024, 7:46 p.m.
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