Cordell, Neher & Company, PLLC is seeking to fill the following position(s):

 

Title

Wealth Management Assistant

Salary DOE
Location Wenatchee
Job Information

CNC Financial Group, an affiliate of Avantax Wealth Management, Inc., is continuing to grow and prosper! Our Wealth Management Team is searching for an organized, detail-oriented professional with excellent time management skills to join our financial planning practice. Preference will be given to candidates who possess securities and/or insurance licenses.

CNC Financial Group will help you reach your goals by equipping you with all of the knowledge, training and skills necessary to excel in your role. If you’ve got a warm and outgoing demeanor and would like to become part of a growing firm that embraces work/life balance in a strong team based environment, this opportunity is for you!

RESPONSIBILITIES

• Work in a team focused setting to balance priorities and progress team objectives while remaining flexible in a fast changing work environment.
• Provide processing, operational, administrative and customer service support.
• Perform general administrative and support functions for the office. Maintain files, prepare paperwork, run reports, answer telephones, schedule appointments, and copy materials.
• Correspond with clients to complete new account setups, asset transfers, and other brokerage transactions.
• Perform complex administrative tasks for the director and partnership group.
• Compile data, prepare and analyze reports using software including Redtail CRM, and Morningstar.
• Answer client questions in accordance with FINRA compliance standards for the financial industry.
• Provide support to the business staff in the areas of reporting, customer/business documentation, sales and service goals.
• Maintain electronic databases.
• Financial research and special projects as assigned.

QUALIFICATIONS

• Financial institution experience with knowledge and understanding of the investment industry preferred.
• At least two years of office experience and an interest in wealth management or investments.
• Proficiency in Word, Excel, PowerPoint and Outlook required.
• Professional and highly organized with excellent time management skills in order to prioritize effectively.
• Experience supporting senior level leaders with the ability to work independently in support of advisors.
• Critical thinking skills, good judgment and effective problem solving abilities.
• Demonstrated integrity and transparency.
• A strong work ethic and personal pride in work performance.
• Excellent oral and written communications skills.
• Highly ethical team player with a positive, professional attitude.
• Desire to work in a fast-paced, cohesive team environment with the ability to be flexible and adjust plans quickly to meet changing business needs.
• A genuine interest in serving and caring for other people. Must possess a true love for helping.

Join a firm whose priority is service and excellence to their employees and clients. We offer competitive wages salary and excellent benefits including health, dental and vision insurance, 401(k) program with firm defined match, life insurance and more.

Fingerprint and background check required.
Salary commensurate with experience.

Apply by uploading your Resume and Cover letter. Questions: hr@cnccpa.com

Apply Now


Title

Accounting Specialist

Salary DOE
Location Wenatchee, WA
Job Information

We are currently seeking a Full-Time Accounting Specialist to work in our Client Accounting and Advisory Services Department.  At CNC, we use technology to help our clients quickly and efficiently complete accounting functions including:

  • Payroll and related compliance
  • Accounts payable and receivable processing
  • Account reconciliations and general ledger transaction entries
  • Monthly financial reporting and analysis
  • Successful candidates will have a minimum of 5 years of experience in accounting or bookkeeping related activities and possess the following skills/knowledge:
  • Proficient in QuickBooks and Microsoft Office Suite
  • Ability to set up and train new users
  • Highly organized and able to multi-task and manage multiple projects
  • Must be a self-starter that works well in a team environment
  • Ability to handle pressure in a positive professional manner
  • Excellent interpersonal and written communication skills

Join a firm whose priority is service and excellence to their employees and clients. We offer competitive wages salary and excellent benefits including health, dental and vision insurance, 401(k) program with firm defined match, life insurance and more.

Apply by uploading your Resume and Cover letter. Questions: hr@cnccpa.com

Apply Now


Title

Experienced CPA (4-6 years preferred)

Salary DOE
Location Wenatchee, WA
Job Information

We are currently seeking a 4 – 6 year experienced CPA to join our team.

Duties will include but are not limited to:

  • Preparation and review of federal and state income taxes for individuals and businesses and consulting services
  • Preparation of various written correspondence with clients and various tax authorities
  • Assist higher level personnel to plan and coordinate all types of tax and A&A engagements
  • Preparation of financial statements and the ability to apply accounting principles to engagement circumstances and gain knowledge for the efficient supervision of audit engagements, provide field and final review of workpapers
  • Ability to train, supervise, review and evaluate other team member’s work
  • Begin developing skills to attract and retain new clients

Skills/Knowledge

  • Licensed CPA
  • Strong accounting, analytical, and “critical thinking” skills
  • Solid technical knowledge and research skills
  • Proficient computer skills are essential. MS Word, Excel, Outlook, QuickBooks® and accounting software experience is required
  • Excellent interpersonal, oral and written communication skills
  • Capable of managing existing client relationships and developing new ones
  • Highly organized and able to multi-task and manage multiple projects
  • Must be able to work independently as well as a team
  • Ability to handle pressure in a positive professional manner
  • Ideal candidate will be passionate about client service.

Apply by uploading your Resume and Cover letter. Questions: hr@cnccpa.com

Apply Now


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