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Accounting Clerk

Trucordia -
Lindon, UT

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Job Details

Full-time

Benefits

Health savings account
AD&D insurance
Paid holidays
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
Pet insurance

Qualifications

Associate's degree in accounting
Accounting systems
Financial close processing
Sage
Bachelor's degree in finance
Spreadsheets
Balance sheet
Bachelor's degree in business
Associate's degree in finance
Accurate transaction records management
Finance
Administrative experience
Financial records management
Task prioritization
QuickBooks
Data entry
Organizational skills
Productivity software
Bachelor's degree in accounting
Business
Associate's degree
Accounting
Communication skills
Entry level
Audit support

Full Job Description

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

The Accounting Clerk role provides foundational experience in day-to-day accounting operations. As part of a collaborative team, this position supports the maintenance of financial records, assists with reconciliations, and helps ensure accounting data is accurate and aligned with company standards.

Duties & Responsibilities:

Assist in preparing and maintaining financial records, ensuring accuracy and timely entry of data for management review
Support month-end processes by helping track deadlines and communicating status updates to internal team members
Perform basic account reconciliations (e.g., bank accounts, selected balance sheet accounts) and flag discrepancies for review
Help compile financial data across multiple entities and assist with simple variance tracking under supervision
Provide administrative and data support during the annual audit process, including gathering documentation and responding to requests
Collaborate with accounting team members to ensure tasks are completed on time
Review and input financial data into accounting systems, ensuring completeness and consistency
Assist with revenue tracking and reconciliation support, comparing data to contracts or agreements and identifying mismatches for escalation

Qualifications

0–2 years of accounting, bookkeeping, or related administrative experience
Associate or Bachelor’s degree in Accounting, Finance, Business, or a related field (or equivalent coursework/experience)
Basic understanding of accounting principles and financial processes
Experience with accounting or general ledger systems (e.g., QuickBooks, Sage) and data entry accuracy
Proficiency in Microsoft Office, particularly Excel (e.g., spreadsheets, basic formulas)
Ability to perform account reconciliations and identify discrepancies for review
Strong organizational skills with the ability to prioritize tasks and manage multiple assignments
Effective communication skills and ability to work collaboratively with team members

Additional Information

Please see our company Benefits:

Medical, Dental, Vision
Life and AD&D insurance
FSA / HSA
Commuter & Child Care FSA
Cancer Support Benefits
Pet Insurance
Accident & Critical Illness
Hospital Indemnity
Employee Assistance Program (EAP)
11 Paid Holidays
Flexible PTO
401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

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