UNAVAILABLE - Legal & General America

Overview

At Legal & General America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  As a recognized market leader of term life insurance, we’re working to transform our business through innovation and technology to provide products and solutions that help American families secure their financial futures.

We are a future-focused company, passionate about what we do and how we do it. This means working with pace and energy to reach our goals, and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible. Our employees' passion, dedication and hard work, as well as our career development opportunities, benefits, and employee activities contribute to our positive workplace culture.

This position will be the lead in the Accounting Operations unit with particular focus on Pension Risk Transfer business (checks and escheat), audit request compilations and verifications, 1099 process and reconciliation for all accounts payable vendors, municipality tax monthly, quarterly and annual reporting and processing EFT files and printing checks as needed for all companies.

Responsibilities

• Responsible for all transactions and research related to Pension Risk Transfer business; the timely processing of checks, escheat, assisting cash management team with review and resolution of rejected EFTs and returned checks, and working with ASD to research other Pension Risk Transfer issues that develop. Process in Tracker all state escheat filings and remittance reports based on state regulatory requirements. Update Tracker records to reflect all general ledger entries to the escheat account. Responsible for verifying that communication to payees is produced per regulatory requirements. Responsible for preparing monthly bank reconciliation for the Wells Fargo Pension Risk Transfer accounts; responsible for communicating any issues or complaints related to pension checks to management; responsible for working with cash management staff daily to ensure adequate funding for pension checks and EFTs.
• Coordinate Accounting Operations 1099s review and reconciliation at mid-year and year end and work with ASD and Sovos to ensure 1099s for vendors are correct and processed timely. Attend 1099 meetings as scheduled by the Tax Coordinator.
• Ensure the completion of municipality tax returns monthly, quarterly and annually and work with IT department, Positax and Tax department to ensure tax forms are completed on time and municipalities are filed timely dependent on the jurisdiction.
• Compile audit request data as assigned by management such as state audit and special projects such as Kelmar audit.
• Oversee and act as the point person for any issues related to check and EFT file processing and reconciliation to source systems. Monitor check printing hardware, software and supplies and communicate any problems or requirements to management on a timely basis.
• Prepare monthly reconciliation for assigned bank and suspense accounts. Make necessary adjusting entries to clear outstanding items. 
• Prepare all state escheat filings and remittance reports based on state regulatory requirements for Banner, Penn and LGA checks. Update Tracker records to reflect all general ledger entries to the escheat account. Reconcile monthly. 
• Verify all new vendors are verified in Bridger and that required forms (such as W9) are all on file.
• Prepare bank fee allocation analysis.
• Other duties as assigned.

Qualifications

Education

High School diploma or equivalent, some college accounting courses preferred

Experience/Knowledge

3-5 years accounting experience or equivalent college courses

Insurance experience preferred, not required       

Skills

Problem solving ability, highly organized, detailed

Strong project management

Deadline driven

Math aptitude

Ability to work calculator

Knowledge of basic Excel functions

General systems knowledge

Excellent communication skills – Ability to communicate well with all levels

Epicor and Doclink experience preferred, but not required

What’s in it for you?

Schedule is 7am to 3:30pm.

The expected hiring compensation range for this position is $59,600 - $79,700 annually. This role will be hybrid with 3 days per week in office.

The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses.  This role is eligible to participate in the Legal & General America Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date.  This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year.

We have a competitive compensation and benefits package focused on your overall wellbeing.  Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff).  We’re big on professional development and we’ll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you!

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.