Financial Analyst & Wealth Administrator
Store Support (Corporate Office) | Mattoon, IL Corporate Office | Full Time
Job Title: Financial Analyst & Wealth Administrator
Job Location: Store Support Center, Mattoon, IL
FLSA Status: Salaried Exempt
JOB SUMMARY
Financial Analyst & Wealth Administrator is responsible for managing financial data, asset condition, preparing and finalizing financial reporting for various entities, and providing oversight of asset performance.
JOB DUTIES AND ESSENTIAL FUNCTIONS
- Responsible for monthly account analysis and preparation of financial statements and reports
- Administer Estate Planning duties
- Oversee agricultural assets
- Communicate with tax professionals and prepare tax estimates
- Prepare and establish corporate registration and filings
- Responsible for Real Estate Tax payment & appeal
- Prepare data and process for auditing
- Oversee agricultural assets
- Assist in the preparation of monthly financial statement for various entities
- Provide support to the family accounts related to farmland and real estate management
- May be required to cross train and perform other duties
QUALIFICATIONS
- At least 4 years of finance or wealth administration experience OR equivalent combination of experience and education
- Ability to participate in our online applicant and new hire onboarding process remotely
- Ability to complete computer-based training
SUPERVISORY RESPONSIBILITIES
- None
PHYSICAL REQUIREMENTS
- Good visual acuity
- Close vision for computer work
- Repetitive wrist movements on keyboard
- Ability to sit/stand/walk for long periods of time
- Ability to walk up and down stairs multiple times per day
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.