Top 117 Investment operations associate Jobs in Chesterfield, Mo

Associate Accountant
The Charity CFO, LLC —St. Louis, MO
- $55,000 - $70,000 a year
- Full-time
- Hybrid work
- Writing skills
- Office
- Finance
- Free parking
- Paid holidays
Quick Apply
12d
Senior Associate, Integrated Partnership Solutions
KPMG —St. Louis, MO
- Full-time
- Mid-level
- Office
- Microsoft Office
- Disability insurance
- Health insurance
11d
Strategic Business Development Executive
MSC —St. Louis, MO
- $56,000 - $88,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Ability to lift 50 pounds
- Paid holidays
- Health insurance
Tax Senior Associate, Asset Management (Remote Option)
KPMG —St. Louis, MO
- $81,130 - $164,565 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Team management
- Disability insurance
- Health insurance
11d
Investment Advisory Operations Associate
Renaissance Financial Corporation —St. Louis, MO
- Overtime
- Computer literacy
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Investment Operations Associate
Northwestern Mutual —Chesterfield, MO
- $60,000 - $70,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
9d
Operations Associate-Margin
Stifel —St. Louis, MO
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Dental insurance
Operations Associate - Cost Basis
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
5d
Associate Customer Sales Lead
Campbell Soup Company —St. Louis, MO
- $92,000 - $126,500 a year
- Full-time
- Remote
- Sales
- Merchandising
- Analysis skills
- AD&D insurance
- Paid holidays
Operations Associate -Fixed Income Settlements
Stifel —St. Louis, MO
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor's degree
- Health insurance
- Dental insurance
5d
Wire Transfer Associate
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- No high school diploma
- Office
- Health insurance
- Dental insurance
Client Service & Planning Operations Associate
Hawthorne Capital Wealth Advisors —St. Louis, MO
- From $55,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Office
- Health insurance
- 401(k)
Quick Apply
Operations Assoc-New Recruit Transition
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
11d
IT Associate I - Service Desk
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- High school diploma or GED
- In-person
- Health insurance
- Dental insurance
Portfolio Analyst & Trader
Enterprise Bank & Trust —Clayton, MO
- Full-time
- Background check
- Computer literacy
- Research
- Paid time off
Order Room Operations Associate II
Stifel —St. Louis, MO
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Dental insurance
Associate Relationship Banker - Chesterfield Branch - Chesterfield, MO
JPMorganChase —Chesterfield, MO
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
11d
Fund Banking Analyst
Stifel —St. Louis, MO
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Trust Investment Associate
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
2d
Small Business Administration Coordinator
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
4d

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Associate Accountant

The Charity CFO, LLC
St. Louis, MO

Quick Apply

Job Details

Full-time
$55,000 - $70,000 a year
12 days ago

Benefits

Free parking
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Work from home
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance

Qualifications

Teamwork
Accounting software
Bachelor's degree
Attention to detail
QuickBooks
Business Administration

Full Job Description

Associate Accountant

Expand your accounting knowledge and skills alongside our experienced leadership team, while managing and fostering client relationships.

Job Title: Associate Accountant

Classification: Full-time, exempt

Workplace Type: Hybrid (2 days in-office required)

Department: Client Services

Reporting To: CFO

As an Associate Accountant for our rapidly growing company, you are responsible for providing accounting services for the nonprofit clients that are assigned to you. You will prepare monthly financial reports, support the annual audit process, and provide other accounting services. You will also serve as the primary point of contact to answer your client’s questions. We are looking for an intrinsically motivated problem-solver who values teamwork and impact. At The Charity CFO, you will leverage your passion for accounting and the nonprofit sector to make a lasting impact for your clients.

Who is The Charity CFO, LLC?

We provide premier accounting, advisory, and fractional CFO solutions for nonprofits. Our mission is to help nonprofit leaders by creating clarity and understanding of their organization’s financial position, modernizing financial operations, and bringing the focus back to what really matters - the people and communities they serve. Our vision is to be the largest nonprofit accounting service firm in the United States.

Our Culture & Values

At The Charity CFO, we put our people before revenue or clients which has allowed us to create a unique workplace that values you first as a human being and then as an employee. We’ll provide you with all the support and training you need to crush your goals inside the workplace along with the flexibility, benefits, and downtime to build a life you love outside the office.

Inside our doors, you’ll find a respectful, collaborative environment with team members with all levels of professional experience from beautifully diverse backgrounds. Everyone is welcome here and you’ll be judged solely on your performance, regardless of any limitations society may have previously placed on you.

Our Benefits

From career advancement to free parking to 14 paid holidays, 4 weeks of PTO, and paid new parental leave, our comprehensive benefits package makes it easier to be there for your family, plan for the future and truly enjoy your downtime. Learn more about all of these benefits and more .

What you would be helping us with:

Regularly perform bookkeeping tasks (processing bills, recording revenue and expense transactions, posting payroll entries, etc).
Maintain timely email correspondence with clients; answer client questions, follow-up on outstanding requests, and coordinate regarding upcoming projects.
Conduct month-end close procedures for all assigned clients.
Prepare monthly balance sheet account reconciliations (bank accounts, investments, fixed assets, prepaid expenses, lease-related accounts, payroll accrual, deferred revenue, debt, and restricted net assets).
Prepare monthly financial reports with an executive summary narrative for all assigned clients.
Track spend-down of clients’ restricted grants. Review all new client grant agreements to ensure that grants are accounted for and tracked properly and to identify any compliance expectations that may impact our accounting processes.
Conduct a full annual review of client financial statements to ensure that they are accurate and ‘audit-ready’ prior to the commencement of financial statement audits.
Serve as the primary liaison with client auditors, ensuring that all requested documentation is provided in a timely manner, so that the audit timeline can remain on track.
Prepare annual 1099 filings for all assigned clients.
Participate in new client onboarding meetings to understand their unique needs and to build customized accounting processes.
Participate in periodic client ‘desk reviews’ to identify areas for improvement and to develop a game plan for cleaning-up any accounting issues.
Maintain and rigorously document accounting processes for all assigned clients. Proactively revise accounting processes as necessary.
On an annual basis, prepare a custom assessment of each client’s financial health, leveraging our proprietary Nonprofit Blueprint model.

Qualifications:

Pursuing a Bachelor’s Degree in Accounting or similar field such as finance or business administration, or have at least 3 months of accounting/bookkeeping experience
Energized by working with nonprofit organizations
Willing to learn new software and skills
Able to communicate in a conscientious and inclusive way, both verbally and in writing
Detail-oriented
Able to draw on both critical thinking skills and intuition to solve problems
Intrinsically motivated to succeed
Humble and willing to ask for help
Have experience with Quickbooks Online or another accounting system, preferred

What Success Looks Like in the First 60 Days:

Like we mentioned above, we’ll provide you with all the support and training you need to crush your goals inside the workplace. For this role, this means that within 60 days, we will prepare you to:

Complete the monthly close process and prepare monthly reports for assigned clients.
Conduct a self-review to ensure that financial statements are accurate.
Communicate independently with clients.
Be an ambassador for The Charity CFO, externally and internally.

How to Apply

We want to acknowledge that imposter syndrome is real, so bullet points aside, if our mission, culture & values resonate with you, we want to hear from you! If you are someone who is committed to connecting the dots, supporting clients and colleagues, and want to work in a position that allows you to develop your accounting experience on work that really matters, please apply on our .

If you require special accommodations during the recruitment process, please email our recruiting team whose contact information can be found at the bottom of our .

The Charity CFO, LLC is an equal-opportunity employer. We do not discriminate based on race, religion, color, national origin, dietary preferences, gender, age, fashion sense, marital status, veteran status, disability status, political leanings, or any other category protected by applicable federal, state or local laws.

Additional Notices

Employment at The Charity CFO is at-will. This job description is not an exhaustive list of all functions that may be required, and The Charity CFO reserves the right to require additional functions as well as to revise this job description at any time.

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance
Work from home

Application Question(s):

Will you now or in the future require employer sponsorship for a work visa in order to maintain or obtain work authorization in the United States?

Education:

Bachelor's (Required)

Experience:

Accounting software: 1 year (Preferred)

Ability to Commute:

St. Louis, MO 63103 (Required)

Work Location: Hybrid remote in St. Louis, MO 63103

Quick Apply

Refine Your Search

investment operations associate jobs in chesterfield, mo

Associate Accountant

Senior Associate, Integrated Partnership Solutions

Strategic Business Development Executive

Tax Senior Associate, Asset Management (Remote Option)

Investment Advisory Operations Associate

Investment Operations Associate

Operations Associate-Margin

Operations Associate - Cost Basis

Associate Customer Sales Lead

Operations Associate -Fixed Income Settlements

Wire Transfer Associate

Client Service & Planning Operations Associate

Operations Assoc-New Recruit Transition

IT Associate I - Service Desk

Portfolio Analyst & Trader

Order Room Operations Associate II

Associate Relationship Banker - Chesterfield Branch - Chesterfield, MO

Fund Banking Analyst

Trust Investment Associate

Small Business Administration Coordinator

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