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16 results for Financial Records Assistant in Eden Prairie Mn

Administrative Assistant We are offering a long term contract employment opportunity for an Administrative Assistant based in Eagan, Minnesota. The role is in the industry and involves a variety of tasks that require strong attention to detail, excellent organizational skills, and a high level of proficiency in computer applications, particularly Microsoft Word, Excel, and PowerPoint. <br><br>Responsibilities: <br><br>• Accurately process customer credit applications in a timely manner.<br>• Ensure the maintenance of precise customer credit records.<br>• Resolve customer inquiries professionally and efficiently.<br>• Monitor customer accounts and take necessary actions as required.<br>• Handle the preparation of invoices, reports, memos, letters, financial statements, and other documents.<br>• Manage the filing and retrieval of corporate documents, records, and reports.<br>• Distribute incoming correspondence, including faxes and emails, in an organized manner.<br>• Prepare responses to correspondence containing routine inquiries.<br>• Perform general office duties such as ordering supplies, maintaining records management systems, and basic bookkeeping work.<br>• Uphold confidentiality and organize information effectively. Accounts Receivable Clerk We are inviting applications for an Accounts Receivable Clerk to join our team based in Circle Pines, Minnesota, 55014, United States. The role is majorly focused on managing financial data, providing accounting support, overseeing accounts receivable, preparing financial reports, and handling third-party billing procedures in accordance with the industry's standards and practices.<br><br>Responsibilities:<br><br>• Oversee the accuracy and efficiency of customer credit application processes<br>• Uphold precise credit records for customers<br>• Respond to and resolve customer inquiries<br>• Monitor customer accounts and take necessary actions<br>• Conduct data verification for federal expenditure reports, ensuring accurate and timely submission<br>• Assist in handling accounting queries related to grants, including Special Education and Title programs<br>• Manage and update vendor relationships and records<br>• Prepare invoices, oversee accounts receivable, and process payments for various programs<br>• Handle non-sufficient funds (NSF) checks and reconcile monthly deposits such as food service and donations<br>• Prepare and submit monthly sales tax returns and assist with 1099 preparation<br>• Train departments on third-party billing procedures and perform monthly background checks on providers as required<br>• Ensure health plans meet third-party billing regulations and manage PCA care student lists<br>• Verify provider logs for accuracy and completeness of student information, documentation, and claims for submission<br>• Assist with Local Collaborative Time Study (LCTS) reports and participate in LCTS meetings<br>• Maintain various financial reports for internal and external stakeholders, ensuring compliance with applicable financial laws, policies, and procedures Accounts Receivable Clerk We are seeking an Accounts Receivable Clerk to join our team in the healthcare industry, located in Minneapolis, Minnesota. In this role, you will be working within the accounts department, focusing on cash applications, and engaging in customer service duties. This position offers a long term contract employment opportunity. <br><br>Responsibilities:<br>• Efficiently process customer credit applications <br>• Maintain and update customer credit records regularly <br>• Conduct detailed research on payments and resolve any discrepancies<br>• Handle large volumes of data meticulously<br>• Communicate effectively with customers regarding their accounts<br>• Show self-motivation in performing daily tasks and responsibilities<br>• Work collaboratively with the Cash Application team and other contractors<br>• Utilize skills in accounts receivable to manage and monitor customer accounts<br>• Apply your knowledge of healthcare-specific systems like HealthCare.gov and TRICARE in your daily tasks<br>• Use video communication tools for internal team meetings and discussions. Executive Assistant <p>The Executive Assistant will provide comprehensive administrative support to our executive team, ensuring smooth and efficient operations. This role requires a high level of professionalism, discretion, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate will be detail-oriented, proactive, and possess excellent communication skills.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and maintain executives' schedules, including appointments, meetings, and travel arrangements.</li><li>Prepare and edit correspondence, reports, presentations, and other documents.</li><li>Act as a liaison between executives and internal/external stakeholders.</li><li>Coordinate and organize meetings, including preparing agendas, taking minutes, and following up on action items.</li><li>Handle confidential information with discretion and professionalism.</li><li>Conduct research and gather information as needed to support executive decision-making.</li><li>Assist in the preparation and management of budgets, expense reports, and other financial documents.</li><li>Manage special projects and initiatives as assigned by the executive team.</li><li>Provide administrative support to other departments as needed.</li></ul><p><br></p> Accounts Receivable Clerk We are offering an exciting opportunity for an Accounts Receivable Clerk to join our team in the educational services industry, located in Minneapolis, Minnesota, 55404-4347, United States. This role is integral to maintaining the financial health of our organization and will be instrumental in processing customer credit applications, maintaining customer credit records, and resolving customer inquiries. <br><br>Responsibilities:<br>• Accurately process customer credit applications in a timely manner<br>• Manage and maintain customer credit records to ensure they are up-to-date<br>• Resolve any customer inquiries related to their credit application or account<br>• Oversee customer accounts, ensuring appropriate action is taken when necessary<br>• Participate in the billing process, ensuring all accounts receivable are accounted for<br>• Manage cash applications and collections efficiently<br>• Utilize Microsoft Excel for account reconciliation and other related tasks<br>• Handle student loan and scholarship accounts, ensuring all financial aid is properly distributed and accounted for Cash Applications Clerk <p><strong>Position Overview:</strong></p><p>We are looking for an entry-level Cash Applications Specialist to join our finance team on a contract basis. This position offers an excellent opportunity for someone with basic experience or an interest in Accounts Receivable (AR) or Cash Applications to develop their skills. The role will begin with onsite training in Minnetonka, MN, and transition to remote work after successful completion of the training.</p> Payroll Clerk We are offering an exciting opportunity for a Payroll Clerk in White Bear Township, Minnesota. In this role, you will be expected to manage various payroll-related tasks, while ensuring accuracy and compliance with relevant regulations. This role operates within the financial industry, providing a crucial service to our team.<br><br>Responsibilities:<br>• Accurately process employee payroll on a bi-weekly basis using various systems such as ADP - Financial Services, ADP Workforce Now, and Paylocity.<br>• Create and present bi-weekly payroll reports to Finance and other Departments.<br>• Interpret, implement, and maintain policies and procedures related to payroll and benefits.<br>• Ensure the payroll database is updated and accurate, including verification and input of pay and data changes.<br>• Prepare invoices and payments associated with payroll and benefits reporting.<br>• Ensure the timely production and distribution of W2s and other relevant documents.<br>• Calculate termination payments, adjustments, special pays, retroactive payments, and overpayment of wages in compliance with federal and state laws.<br>• Respond to employee questions regarding payroll-related items, benefits, policies, procedures, and programs.<br>• Assist in managing the annual benefits open enrollment and answer questions regarding health-related disability, leave without pay, and FMLA.<br>• Maintain Payroll and HR employee department records, including insurance and retirement plans, personnel transactions, HRIS data entry, and employee reporting as required by various agencies.<br>• Aid in the administration of compensation program to ensure compliance and equity within the organization.<br>• Assist with the administration of benefits programs such as life, health, dental and disability insurances, COBRA, retirement plan, vacation, sick leave, leave of absence, employee assistance, and 401k plan.<br>• Handle federal and state quarterly payroll tax reporting, as well as state unemployment insurance reporting and Worker’s Compensation reporting. Accounts Payable Clerk <p><strong>Position Overview:</strong></p><p>We are seeking a motivated and detail-oriented individual to join our finance team as an Entry-Level Accounts Payable Specialist. This position offers an excellent opportunity to gain hands-on experience in accounts payable while working in a dynamic and supportive environment. The role is fully onsite in Minnetonka, MN, where you will receive training and grow your skills in the field of accounting.</p> Cash Application Specialist <p><strong>About the Role:</strong></p><p>We are seeking a <strong>Cash Application Specialist</strong> with experience in Accounts Receivable (AR) to join our growing team in the Twin Cities area. This role plays a critical part in ensuring accurate and timely posting of cash receipts to customer accounts. The ideal candidate will have experience in AR processes, strong attention to detail, and the ability to work in a fast-paced environment.</p> Mailroom/Clerk <p>Want to get your foot in the door with a Fortune 500 Financial company in the St. Paul metro? We are currently seeking an great candidate to join a team of like-minded individuals in a temp-to-hire capacity. Duties will include sorting and opening mail, reviewing different documents presented to determine the workflow, and supporting processes in a crucial part of the organization. Additional duties include cross-training in other areas within the operations department. </p><p><br></p><p><strong>How you will make an impact:</strong></p><p>- Attain and sort all incoming mail and packages from various carriers</p><p>- Administer clerical tasks like word processing, filing, scanning, archiving, and faxing</p><p>- Record, group, and/or distribute mail and packages</p><p>- Aid employees with completing diverse projects as necessary</p><p>- Use mail processing equipment</p><p>- Retrieving data within allotted time frames</p> Accounting Clerk <p>Robert Half has an exceptional opportunity for an Accounting Clerk to assist companies in Minneapolis on a contract basis. This position would include but not limited to matching and batching invoices, processing expense reports, processing checks, handing AR invoicing, and resolving A/P issues. </p> Client Services Associate <p><strong>Client Service Associate – Direct Hire Opportunity</strong></p><p>Are you a detailed-oriented professional passionate about supporting client success in the financial services industry? We’re hiring a <strong>Client Service Associate</strong> for a full-time, direct hire position. This role is an incredible opportunity to join a dynamic team and be a pivotal resource for operational and client account management.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the primary contact for client to-dos, inquiries, and questions outside of client meetings.</li><li>Research and resolve complex account issues efficiently.</li><li>Input data to generate financial plans including retirement, tax, estate, and insurance planning.</li><li>Prepare and submit all paperwork for client onboarding, transfers, and money movement, ensuring proper client documentation.</li><li>Master custodial platforms </li><li>Handle tasks like RMD cashiering and account tracking for successful business transfers.</li><li>Foster collaborative success by performing additional responsibilities as needed.</li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li>Familiarity with investment advisory systems.</li><li>Strong critical thinking, problem-solving, and attention to detail.</li><li>Ability to handle confidential matters with professionalism.</li><li>Exceptional written, verbal, and client service skills; team player and self-starter mindset.</li></ul><p>This position is a great fit for professionals eager to grow and contribute within a fast-paced, client-focused environment.</p><p><strong>How to Apply:</strong> Contact <strong>Douglas Rickart</strong> at <strong>612-249-0330</strong> or find him on LinkedIn to discuss next steps. Don’t miss the chance to make an impact with this exciting opportunity—apply today!</p><p><br></p> Accounts Payable Clerk <p>Robert Half has an exceptional opportunity for an Accounts Payable Clerk to join the team at a recognized company. Serving as the Accounts Payable Clerk, you will match and batch code, resolve A/P issues, process expense reports, update and reconcile sub-ledger to G/L, and process checks. You will have the opportunity for career growth and quick advancement within this dynamic department. Based out of the North St. Paul, Minnesota area, the Accounts Payable Clerk will be a contract position.</p><p> </p><p>Responsibilities</p><p>- Carry out additional projects as required</p><p>- Open, sort, and deliver department mail on a daily basis</p><p>- Ensure compliance with Company policies while carrying out daily processes and controls accurately and on time</p><p>- Manage the process of verifying, logging, and mailing checks, including expediting special handling</p><p>- Assist internal business partners with any customer services needs</p><p>- Provide internal and external audit assistance as required</p><p>- Support the AP/Finance Department by completing administrative and clerical tasks</p><p>- Maintain proper storage of invoices, checks, and other documents by organizing, logging, photocopying, and filing them</p><p> </p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call Jordan Lynch at 651-293-3973 for review and consideration. </p> Associate Director of Tax <p>We are searching for an Associate Director of Tax to be a part of our clients growing firm located in Twin Cities area. This role will be pivotal in our Finance department, supporting the Managing Director of Tax. The Associate Director of Tax will be actively involved in various tax-related activities, such as transaction due diligence, structuring, compliance, reporting, and liaising with different stakeholders. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage tax compliance processes at all levels - federal, state, and international - across all funds.</p><p>• Develop and implement tax models for new investments, focusing on rate reduction through structuring, leveraging, and maximizing the use of tax attributes.</p><p>• Collaborate with the Legal team to review and negotiate various investment-related documents.</p><p>• Assist in the preparation of investment memos for new investments in private portfolios.</p><p>• Ensure the communication of relevant tax developments to the Investment team and the Managing Director of Tax.</p><p>• Play an active role in tax planning and forecasting of taxable income positions.</p><p>• Document internal tax positions, materiality thresholds, and other transactions for annual tax filings.</p><p>• Assist in the defense of all tax positions taken on tax returns, including establishing strategic positions on all tax audits.</p><p>• Communicate regularly on estimated taxable income, providing timely annual tax reporting information and updates on relevant tax developments impacting investment entities.</p><p>• Coordinate with internal and external stakeholders, ensuring effective communication of complex tax concepts in a simplified manner.</p><p><br></p><p>If you're a dedicated professional who's eager to contribute and grow in a fast-paced environment, please get in touch with Douglas Rickart at 612-249-0330 or connect with him on LinkedIn.</p><p>Click on the application link to apply for this exciting role. We look forward to hearing from you!</p><p><br></p> Billing Clerk <p>Robert Half's Contract Finance & Accounting team is looking for a Billing Clerk to take on an exciting job opportunity! The Billing Clerk will be responsible for creating invoices and credit memos, issuing them to customers and updating customer files. This position is located in Minneapolis. </p> Customer Service Representative <p>Are you a problem-solver with a passion for providing excellent customer service? Do you thrive in a fast-paced, collaborative environment? Our client in Shakopee, MN is seeking a <strong>Customer Service Representative</strong> to join their dynamic team. In this role, you’ll focus on delivering exceptional service to customers while utilizing your organizational skills and technical expertise.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary point of contact for customer inquiries via phone, email, and chat.</li><li>Efficiently handle customer concerns, orders, and questions while ensuring a positive experience.</li><li>Manage and maintain customer accounts, including entering and updating data into SAP systems.</li><li>Collaborate with internal departments (such as sales, logistics, and finance) to resolve customer issues.</li><li>Process customer orders and returns with attention to accuracy and timeliness.</li><li>Monitor and follow up on order status to ensure on-time delivery.</li><li>Identify opportunities to enhance customer satisfaction and streamline processes.</li><li>Assist with administrative and reporting tasks related to customer service metrics.</li></ul>