Finance and Accounting Specialist

Job Description

Job Purpose

Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial strategies. Our mission is to help individuals and families achieve financial security through expert guidance, fiduciary responsibility, and transparent service.

We are seeking a successful Finance and Accounting Specialist who is exceptionally detail-oriented, highly organized, and possesses strong problem-solving and analytical skills. This individual will work independently to ensure the timely and accurate entry of financial transactions into our accounting and payroll systems, supporting the Finance department in its day-to-day operations and broader objectives.

Key responsibilities include managing invoices, scanning documents, and providing general administrative support as needed.

If you thrive in a dynamic environment and enjoy contributing to the efficiency of financial operations, we would love to hear from you.

Note: this role is 5 days onsite at our Scottsdale Corporate office.

Duties and Responsibilities

Key characteristics required: detail-oriented, excellent time management skills, a sense of urgency, and a commitment to continuous improvement.

May be exposed to sensitive or confidential information; the ability to maintain the highest levels of confidentiality, integrity, and discretion is critical.

Ability to function efficiently in a high-volume, fast-paced environment.

Provide assistance in processing payroll & reconciliations in Oracle NetSuite in a timely and accurate manner.

Ensure timely and accurate bi-weekly processing of payroll, including commissions, bonuses, or other compensation. Maintain payroll information by collecting, calculating, auditing, and entering data.

Commissions tracking, research, and analytical skills with statements, and data entry into Salesforce.

Perform other accounting, financial, or administrative tasks as may be required from time to time.

Process accounts payable transactions.

Qualifications

Key characteristics required: detail-oriented, excellent time management skills, a sense of urgency, and a commitment to continuous improvement.

May be exposed to sensitive or confidential information; the ability to maintain the highest levels of confidentiality, integrity, and discretion is critical.

Ability to function efficiently in a high-volume, fast-paced environment.

Provide assistance in processing payroll & reconciliations in Oracle/NetSuite in a timely and accurate manner.

Ensure timely and accurate bi-weekly processing of payroll, including commissions, bonuses, or other compensation. Maintain payroll information by collecting, calculating, auditing, and entering data.

Commissions tracking, research, and analytical skills with statements, and data entry into Salesforce.

Perform other accounting, financial, or administrative tasks as may be required from time to time.

Process accounts payable transactions.

Benefits

$75,000-$85,000 base salary

401k with matching component up 13%

United Healthcare PPO Medical employee coverage paid by Company

Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available

Generous holidays and PTO

Full-time