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Financial Analyst & Wealth Administrator

Store Support (Corporate Office) | Mattoon, IL Corporate Office | Full Time

Job Description


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.