Financial Analyst & Wealth Administrator

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.