Actuarial analyst i

Demonstrate, promote, and sell Front Range Financial products and services - Strategically present functionality and key value propositions to prospective clients. Develop and foster relationships - Maintain close communications with prospects to acquire clients and promote client retention.

Meet and exceed targets - Achieve monthly and quarterly individual and team goals for new customer acquisition. Track progress and results - Record prospect interactions and track goal attainment in CRM system. Research and understand target market - Stay abreast of financial industry trends, best practices, and Front Range Financial’s overall market opportunity. Requirements: 5 years experience selling

financial service products Bachelor’s degree Securities licenses and CFP obtained or in progress. Excellent ability to manage and build relationships Demonstrated ability to meet and exceed client acquisition goals Advanced skills in communicating, selling and negotiating Unrelenting drive to understand and meet prospective customer needs Familiarity with CRM systems and Microsoft Office Suite About Front Range Financial: Front Range Financial is an independent financial services organization dedicated to providing financial advice and products to clients that are nearing retirement or already in retirement.

We are the Colorado branch office of our broker-dealer with in-house business

processing, marketing and compliance. Our employees enjoy a work culture that promotes learning and high-level client acquisition and service.

Individual offices and multiple conference rooms are in suite. Front Range Financial provides coaching, flexible time off, and professional development. Front Range Financial has in-house CPA's and Estate Planning Attorneys to aid in our clients planning. Powered by Jazz HR

workers compensation management, and general HR support, among other services. Role Summary The Payroll Account Specialist is the primary client contact for all payroll inquiries and requires exceptional attention to detail and problem-solving skills, excellent customer service support, and the ability to troubleshoot technology issues.

The successful candidate will respond to frequent and urgent requests for information and reporting about all payroll matters. You will also have regular project responsibilities that advance the payroll team and its capabilities. You will play a key role in Procare HR’s ability to care for people who care for people. Our Ideal Candidate Has an Associates

degree, or equivalent experience 2+ years of experience in payroll processing and taxes in a high volume, fast-paced multi-state environment Experience with human resources information systems (UKG Ready, Workday, etc.

) Advanced Microsoft Excel experience Excellent customer service, including verbal and written communication skills Ability to work well autonomously and within a cooperative team in a fast-paced and deadline-oriented environment Customer-service focused - we are in the business of caring for people who care for people Extremely organized, detail oriented and analytical What You’ll Be Doing The essential functions of the Payroll Account Manager position include, but are

not limited to the following: Payroll Processing, Auditing and Reporting Prepare and audit client payrolls including tax changes, deductions, retroactive adjustments and time entry adjustments Update, audit and maintain employee-level information Ensure compliance with all garnishment and support orders including federal, state and local tax withholding Ensure compliance with existing payroll policies and procedures Prepare and deliver invoices, GL and regulatory and client-specific reporting Ensure compliance with benefits plans, labor laws, and payroll tax related matters Assist in year-end payroll activities and other projects Engage Finance and other departments and locations in the resolution of payroll issues Continuously evaluate and suggest improvements to payroll processes Assist in documenting payroll policies and procedures Assist in developing new tools and resources for payroll processing May train other team members in payroll policies, processes and procedure Payroll Client Relationship Management Serve as the key contact for client payroll managers and supervisors Commit to excellent customer experience and achieve client experience targets Address payroll complaints, resolve problems and communicate effectively Demonstrate appreciation for customers and build long-term customer relationships Payroll Platform Super User Support Serve as an expert in payroll functionality, capabilities, rules and regulations Troubleshoot, train, educate and support client employee payroll (Helpline escalation and supervisor engaged) Troubleshoot, train, educate and support client payroll admin, managers and supervisors Additional Duties & Responsibilities Understand basic navigation of other HRIS modules Maintain basic knowledge of overall HR administrative policies, practices, and services such as benefits, leaves of absence, and workers compensation Serve as a back-up to employee HR helpline The Perks Flexibility!

Health insurance, with the company paying the single employee premium Company paid dental insurance Company paid life insurance Company paid short- and long-term disability insurance A 401K plan with company match Paid Time Off Additional ancillary benefits including Vision, Cancer, Critical Illness, Hospital Indemnity, Voluntary Life/AD&D, Accident and Legal Who We Are - Core Values We strike the gong – Actions have a ripple effect. Every engagement is an opportunity to have a positive impact on our clients and team.

We laugh – Laughter is contagious. Keep it light when things are tough. Life is short, celebrate. We explore – Individual curiosity and resourcefulness lead us to better solutions. We show up – Sense of duty and accountability is part of our DNA. How we show up matters. We are grateful – We are grateful for our clients and for each other, and approach all situations with humility. We appreciate the experiences that have shaped us. We grow - We embrace the struggle that comes with personal growth so that we can better ourselves and our team. This job posting contains some general information about what it is like to work at Procare HR and is not a complete job description.

Procare Team Members perform a number of different tasks every day, and this posting does not list all of the essential functions of the job. Procare HR provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, interactionual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Discrimination of any type will not be tolerated. Procare HR is an Equal Opportunity Employer. Powered by Jazz HR

on our team, clients, and communities. $45K-$60K with benefits. Job Responsibilities: Maintain full-charge bookkeeping for multiple clients. Examine and verify data, distribute and post same to proper accounts. Maintain cash books, daily journals and ledgers.

Prepare payroll and accounts payable checks. Prepare quarterly and annual payroll reports. Trace and adjust errors. Complete trial balance at prescribed periods and prepare financial statements for regular audits. Maintain accurate files and records for each client. Provide Quick Books consultation and assistance as required. Prepare sales tax reports. Provide consultation and assistance to clients in all bookkeeping and software

areas. Provide management accounting reports. Allocate income and expenses using class tracking and/or job costing features. Provide recommendations for business and technological process improvements based upon knowledge gained relative to the client operations, processes, and business objectives.

What We're Looking For: Proficiency in Quick Books required. Bachelor's Degree in Accounting or Business preferred. Proficient with Microsoft Office Suite or related software. Quick Books Pro Advisor preferred. Knowledge of payroll process required. Occasional travel to client office's required. Attitude of learning and coachability required. Powered by Jazz HR

days per week. The Accounts Payable/Payroll Specialist will be responsible for the following: Processes accounts payable, including recording invoices, payment of invoices and filing Runs manual checks as needed for payroll or reimbursement purposes Processes cash receipts, compiles and makes deposits Records bank, credit card and other platform deposits by income source Maintains accounting files Maintains and reconciles petty cash Processes payroll Assists in general ledger reconciliation Requirements for the Accounts Payable/Payroll Specialist include: 2+ years of accounting experience in AP and payroll Proficient in Microsoft Excel

to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform.

Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience

A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs.

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients

and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important.

Our are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand.

Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.

While you build relationships here, you will also be building your career! We believe in being #Different Together. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or interactionual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

The base salary range for this position is $55,000 - $75,000 per year. -Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. - -We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. -These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

-Note, the application window closes when the position is filled or unposted. Certifications: Certified Financial Planner - / CFP- - - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission -to strengthen the financial well-being of our clients.

-We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

Honored with a -, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " " Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.

These requirements are subject to change. We invite you to -Find Your Fidelity -at -. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to -, or by calling 800-835-xyz X, prompt 2, option 3. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.

Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role.

Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We welcome those with experience in jobs such as Controller, Billing, Cost, and Rate Clerk, and Home Buyer s Consultant and others in the Accounting and Finance to apply.

clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you'll have fun while solving complex and interesting business challenges. Introduction to the team Tax Services' teams deliver quality tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals.

Individuals who thrive at Moss Adams exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus. Responsibilities : Prepare tax returns, including supporting work papers for various types of returns such

as individuals, corporations, partnerships, estates, trusts, non-profits, etc. Research and consult on various tax projects Respond to inquiries from the IRS and other taxing authorities Prepare extensions and quarterly estimates Assist on special projects as assigned Qualifications : Bachelor's degree in accounting or related field required; Master of Tax preferred Master of Tax or JD/LLM preferred Minimum of 1 year of related experience Previous experience in a public accounting firm preferred CPA or licensed attorney preferred.

If not a CPA or licensed attorney, must meet educational requirements to obtain CPA or attorney license in state of employment upon hire Must be legally authorized

to work in the United States on a full-time basis upon hire.

Moss Adams will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e. g.H-1B status). Excellent customer service skills Creative problem solving, critical thinking and research skills Strong written and verbal communication and interpersonal skills Ability to work effectively both as part of a team and independently Highly motivated and takes initiative for professional growth and development Outstanding organization and project management skills Ability to take direction, and exercise sound judgment, tact and diplomacy Ability to travel to client locations, which may include occasional overnight stays (travel expectations vary by department and office location; talk to your local recruiter regarding specifics) Ability to work overtime, as needed Proficient with Microsoft Office Here, you'll be challenged and rewarded for leadership, technical excellence, and inspired perspectives.

That's why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you. Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, national origin, disability status, protected veteran status, interactionual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact xyz X@.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It's uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page. #LI-SD1 Compensation Range (Denver Market ONLY): Compensation range for Colorado: $68,000 - $78,000 Primary Location Denver, CO Employee Status: Regular Schedule: Full Time Req ID: 26057