Financial Services Representative - Guardians of Wealth Agency - Tamarac

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Accepts feedback from others; Gives appropriate recognition to others., • Managing People--Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self-available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services; Continually works to improve supervisory skills., • Attendance/Punctuality--Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Dependability--Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative--Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Attention to Detail & Accuracy– Strong ability to review policies, endorsements, and documentation to ensure accuracy, completeness, and compliance., • Organizational & Time Management Skills– Ability to manage multiple accounts, priorities, and deadlines in a fast-paced service environment., • Problem-Solving Skills– Ability to identify issues, gather information, and collaborate effectively to resolve client or carrier-related concerns., • Systems & Technology Proficiency– Ability to use agency management systems, CRM platforms, and productivity tools to manage accounts efficiently and maintain data integrity., • Cross-Functional Collaboration– Ability to work effectively with sales, underwriting, accounting, and operations teams to support account success., • Professionalism & Confidentiality– Demonstrated ability to handle client, policy, and financial information with discretion, integrity, and professionalism. 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Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans., • Professionalism--Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments., • Quality--Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality., • Quantity--Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly., • Safety and Security--Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly., • Adaptability--Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; 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Minimum Qualifications: Required: • Bachelor’s degree in Accounting, Finance, or a related field., • 5–7 years of progressive accounting experience, including at least 2 years in a supervisory or lead role., • Strong working knowledge of GAAP and core accounting processes such as monthly close, reconciliations, journal entries, and financial statement preparation., • Proficiency with ERP/accounting software and advanced Excel skills (pivot tables, lookups, reconciliations)., • Experience maintaining internal controls, accounting policies, and standard operating procedures., • Ability to analyze financial data, explain variances, and prepare management‑ready schedules and reports., • Demonstrated leadership ability, including assigning tasks, reviewing work, coaching staff, and managing deadlines., • Strong written and verbal communication skills with the ability to explain accounting matters clearly., • Excellent attention to detail, organization, and time‑management skills in a deadline‑driven environment., • Authorized to work in the United States.Preferred

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