Missouri Banking & Financial Services Job Listings

Workable

Wealth Coordinator

Are you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative individual to join our team in St. Louis as a Wealth Coordinator. The Wealth Coordinator position is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. As a Wealth Coordinator, you will be responsible for providing financial planning support to the Wealth Planners and collaborate with the Investment Committee to deliver premier financial planning and client service. You will partner with one of our Client Care team of professionals to care for client relationships by actively supporting the financial planning process to address retirement, risk management, investment, estate, and tax considerations. The Wealth Coordinator is an essential member of our team, working closely with Wealth Planners to offer unmatched financial planning support and service to our clientele. The individual reports directly to the Wealth Coordinator Manager. ESSENTIAL DUTIES AND RESONSIBILITIES Develop a mastery of Gatewood Wealth Solution’s planning and investment philosophies. Collaborate with Wealth Planners and the Investment Committee to deliver exceptional financial planning. Assist clients in realizing their financial aspirations. Prepare client meetings by creating and organizing materials such as financial plans, investment proposals, and paperwork for client discussions. Quickly learn the financial planning software eMoney to create and edit financial plans, as well as Black Diamond and Holistiplan as additional service and planning tools. Participate in client meetings, aiding in data collection, summarizing details, and ensuring timely follow-ups. Fulfill ongoing client service requests, including money transfers and addressing specific client needs. Interact with current and prospective clients to gather essential information and track action items. Manage the onboarding process for new clients and ensure the retention of existing client accounts and assets. Work alongside Wealth Planners to bolster client retention and manage assets. Identify additional planning and revenue opportunities within our existing client base. Draft professional and concise communications tailored for clients and potential leads. Collaborate with clients and internal teams to ensure a superior client experience. Requirements CORE COMPETENCIES Mastery in preparing for meetings and assisting in client interactions. Efficient management of client needs and prompt task execution. Articulate communication and commendable interpersonal attributes. Ability to analyze and condense data to provide actionable insights. Drafting immaculate professional written communications. Strong interpersonal communication skills to engage with teammates and clients effectively. Analytical mindset and ability to provide thoughtful recommendations and solutions based on client goals. Results driven, detail-oriented self-starter. Excellent team player. Ability to adhere to firm process and compliance standards. Basic knowledge of the financial industry, financial products, financial planning concepts, and investment management. Superior organizational and time management abilities. Stellar communication skills with a client-centric approach. Adept at learning and deploying the firm's protocols, processes, and compliance standards. Solutions-driven mindset tailored for clients. BASIC QUALIFICATIONS: Bachelor’s degree in Finance or a related field or relevant experience. Series 63, 7, and 65 Registrations are a plus, but must be acquired within the first year. A Missouri Life & Health Insurance License is an added advantage, but not required. CFP® Candidate (Certified Financial Planner Professional) is a plus. Benefits Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.

St. Louis, MO, USA

Bank Controller - To 100K - St. James, MO - Job 345863392039173761121

Workable

Bank Controller - To 100K - St. James, MO - Job 3458

Bank Controller – To $100K – St. James, MO – Job # 3458 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Bank Controller role based in the greater St. James, MO market. The selected candidate will be responsible for maintaining the integrity of the accounting operations of the Bank which includes accurate reporting and record-keeping, creating controls and budgets to mitigate risk, and ensuring compliant results. Moreover, the candidate must have strong interpersonal skills and pose a strong business acumen. This role will report directly to the Chief Financial Officer and requires a high level of professional capabilities. This position offers a competitive salary of up to $100K, a full benefits package, and may be bonus eligible. (This is not a remote position) Bank Controller responsibilities include: Overseeing daily general ledger analysis, reporting and reconciliations. Producing periodic financial reports; as required for daily, monthly, and annual monitoring for internal departments and committees. Maintaining an adequate system of accounting records and a comprehensive set of controls and budgets designed to mitigate risk and maintain the accuracy of the Bank’s reported financial results. Ensuring that reported results comply with generally accepted accounting principles and reporting standards. Forecasting the Bank’s financial performance and preparing detailed explanations for deviations of fees and operating expenses to budget. Preparing and filing the Bank’s call report and other regulatory and financial reports and statements before the established deadlines. Completing the Bank’s interest rate risk analysis and reporting. Oversee month, quarter and year-end period close. Play a pivotal role in the completion of annual FDIC and other agency audits. Overseeing the Bank’s payroll, accounts payable and investment functions. Managing the Bank’s Holding Company’s financial activity and statements, shareholder correspondence, regulatory reporting and tax filings. Supervising finance department staff as assigned. Conducting project management functions as related to finance operations and other projects as assigned and directed by the CFO and President. Ensuring compliance with the Bank’s established guidelines, policies, and procedures. Work with department managers to create procedures to ensure effective and efficient system usage and maintenance as it relates to accounting operations. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree in accounting or finance. Five or more years of comprehensive accounting experience and at least two (2) years of experience managing the general ledger and financial reporting functions. Experience in a financial institution accounting role preferred Financial control and general ledger expertise. Prior banking experience is preferred, with knowledge and application of federal and state banking laws and regulations. Proficient in using advanced Microsoft Excel (formulas, graphing, pivot tables); Microsoft Office, and other accounting software systems. Proficient use with Banking core processor systems: Fiserv, Prologue preferred Experience with Interest Rate Risk and budgeting tools. The ability to make decisions, exhibit sound, and accurate judgment, and make timely decisions. The ability to manage and execute multiple projects simultaneously. The ability to identify and resolve problems in a timely manner by skillfully gathering and analyzing information, facts, data, etc. Proven knowledge of bookkeeping and accounting principles, practices, standards, laws and regulations The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

St James, MO 65559, USA

$100,000/year

Retirement Plan Operations Specialist63499941454851122

Workable

Retirement Plan Operations Specialist

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23 per hour, equivalent to an annual salary of $47,840. Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you? For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required Requirements Must be 18 years of age Excellent verbal and written communication skills Meticulous attention to detail and proactive approach to problem solving Skills in customer service, organization, and collaboration Adequate math and analytical skills Proficiency in using Microsoft Excel, Word, and Outlook Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Ability to work in an autonomous environment where you can be a self-directed worker Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Benefits Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

Missouri, USA

$23