Associate

Company: Kelmar
Location: Wakefield
Posted on: March 19, 2023

Job Description:

The Associate will organize, analyze, and summarize financial and non-financial information with attention to detail and accuracy. The Associate is a remote position with the option to work in any of Kelmar's offices including Rockland, MA; Wakefield, MA; or Wilmington, DE.
RESPONSIBILITIES AND DUTIES:

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• Join meetings to document discussion points and action items
  
  
• Draft memorandums and emails, perform holder research, prepare work papers, and other ad hoc analyses
  
  
• Initial review of documentation provided by unclaimed property holders
  
  
• Perform preliminary analyses of holder responses, prepare summaries, and present initial recommendations to management
  
  QUALIFICATIONS:
  
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  • Minimum of 1 year of relevant work experience
    
    
  • Bachelor's Degree; coursework in accounting, business, economics, or finance preferred but not required
    
    
  • Experience reviewing and analyzing complex data sets and comfortable using advanced Excel analytical procedures (e.g., Pivot tables, VLOOKUP, logical formulas, etc.)
    
    
  • Ability to communicate well with internal and external parties is crucial
    
    
  • Demonstrates ability to prioritize and manage time efficiently, work on multiple assignments, manage ambiguity, and be adaptable to changing priorities and processes
    
    
  • Proactive and comfortable working individually as well as collaboratively in a group setting to meet team objectives
    
    
  • Demonstrates leadership, problem solving, and analytical skills with a strong attention to detail
    
    
  • Displays motivation to learn and develop skills (i.e., self-starter)
    
    
  • Excellent verbal and written communication skills
    
    
  • Positive contributor who values organization and professional culture
    
    
  • Candidates must be legally authorized to work in the U.S without sponsorship now and in the future
    
    SALARY & BENEFITS:
    Compensation for this role varies depending on several factors including work location, level of experience, and skill set. As required by applicable law, the hiring range for this position is $52,000 - 55,000.
    In addition, Kelmar provides the following benefits:
    
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    • Medical, Dental and Vision Insurance
      
      
    • Flexible Spending Plans
      
      
    • Basic Life, AD&D, and Voluntary Term Life Insurance
      
      
    • Disability Insurance
      
      
    • 401(k) Plan with Company Match
      
      
    • Paid Parental Leave
      
      
    • Paid Time Off
      
      
    • Tuition Assistance
      
      
    • Eligible for Discretionary Annual Bonus
      
      The rewards for this position are many. We offer a great working environment that provides for work/life balance and an excellent compensation and benefits package. Kelmar provides training and the opportunity for career advancement. Apply now to join our growing team!
      Kelmar Associates is an equal opportunity employer
      
      
      
      
      PM20
      
      

Keywords: Kelmar, Boston , Associate, Other , Wakefield, Massachusetts