Top 4 Financial advisor securities administration Jobs in Wilmore Ky

Accounting Associate
MCF Advisors, LLC —Lexington, KY
- Full-time
- Microsoft Excel
- Mid-level
- Office
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Financial Advisor - Securities Administration
WesBanco Bank, Inc. —Frankfort, KY
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Senior Wealth Management & Trust Advisor
BANK OF THE BLUEGRASS & TRUST COMPANY —Lexington, KY
- Part-time
- Research
- Office
- Bachelor's degree
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financial advisor securities administration jobs near wilmore ky

Accounting Associate

MCF Advisors, LLC
Lexington, KY

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Job Details

Full-time

Benefits

Pension plan

Qualifications

Employee onboarding
Confidential information handling
Microsoft Excel
Accounts receivable management
HR communication
Bachelor's degree in finance
Word embeddings
Mid-level
Finance
Employee data management
Expense reports
Bachelor's degree
Financial records management
Task prioritization
GAAP
Financial record maintenance
Daily transaction recording
QuickBooks
Vendor communication
Invoice data entry
Compliance support tasks
Payroll systems (technically supported)
CRM system proficiency
Deposits
Budget preparation
Productivity software
1 year
Bachelor's degree in accounting
Financial audit support
Accounting error correction

Full Job Description

OVERVIEW OF MCF

MCF is an investment management company that serves clients through three divisions: Wealth Management Services, Corporate Retirement Plan Services, and Institutional Investment Services. The Wealth Management Division provides investment management and comprehensive financial planning services to individuals, families, and privately-owned business owners. The Corporate Retirement Plan Services Division serves clients as a “Chief Retirement Plan Officer”, providing fiduciary investment advice, plan governance, plan design consulting, vendor selections and interfacing, and participant education services. In addition, the Corporate Retirement Plan Services Division provides investment management for defined benefit plans, deferred compensation plans, and health insurance trusts. The Institutional Investment Division provides investment management and consulting services to pension plans, endowments, foundations, and private family offices. MCF is a Securities and Exchange Commission registered investment advisor.

Job Summary

MCF is seeking a detail-oriented and highly organized Accounting Associate to support the Firm’s internal finance and human resources functions. The ideal candidate will assist with day-to-day accounting administration, including depositing checks, preparing and sending invoices, processing accounts payable, maintaining accurate records, and tracking outstanding receivables. This role will also provide administrative support to the internal Human Resources function of the firm as directed by the Director of Finance This position requires accuracy, discretion, strong follow-through, and the ability to manage multiple priorities in a professional and confidential manner.

Duties and Responsibilities

Deposit checks timely and accurately and maintain supporting deposit documentation
Prepare and send invoices and assist with tracking outstanding receivables
Process accounts payable, including coding invoices, routing for approval, entering bills, and scheduling payments
Maintain vendor records and communicate with vendors regarding invoices, payment status, and required documentation
Assist with budget preparation
Maintain accurate and up-to-date financial records for multiple entities
Assist with bookkeeping activities, including transaction entry, account reconciliations, and general ledger support
Assist with expense tracking, credit card documentation, employee reimbursements, and related reporting
Ensure compliance with company policies and GAAP
Identify discrepancies and resolve financial issues promptly
Assist in the annual financial audits for multiple entities
Provide confidential HR administrative support, including employee records, onboarding and offboarding documentation, benefits administration, PTO tracking, and other HR-related tasks as assigned
Communicate timely and professionally both internally and externally
Actively participate regularly in team meetings
Other duties as assigned

Bachelor’s degree in accounting, finance, or related field
CPA candidate, or relevant accounting certification preferred
1–3 years of relevant experience
Experience with QuickBooks or similar accounting software preferred
Working knowledge of Microsoft Office, particularly Word and Excel
Experience with CRM, payroll, benefits, or HRIS systems is helpful but not required
Strong organization, attention to detail, accuracy, and follow-through
Ability to handle multiple tasks simultaneously and prioritize accordingly
Ability to handle confidential financial and HR information with discretion and professionalism
Self-motivated, ability to work collaboratively with the entire MCF team
Personal characteristics: Client-first attitude, team player, ability to think critically and analytically, operates with a high level of integrity and accountability, engaged in learning and expanding personal knowledge

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financial advisor securities administration jobs in wilmore ky

Accounting Associate

Financial Advisor - Securities Administration

Senior Wealth Management & Trust Advisor

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