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Bookkeeper Financial Operations Associate Jobs in Iowa

Financial Integrators

Operations Associate

Des Moines, IA · On-site

$21 - $28/hr

We are seeking a detail-oriented Operations Associate to support the administrative engine of our ... Financial Integrators is a comprehensive wealth management firm that simplifies complex financial ...

Financial Integrators

Operations Associate

Des Moines, IA · Hybrid

$21 - $28/hr

Description We are seeking a detail-oriented Operations Associate to support the administrative ... Financial Integrators is a comprehensive wealth management firm that simplifies complex financial ...

Vision Financial Group

Operations Associate

Des Moines, IA · On-site

$21 - $28/hr

We are seeking a detail-oriented Operations Associate to support the administrative engine of our ... Financial Integrators is a comprehensive wealth management firm that simplifies complex financial ...

Three Point Solutions

Accounting Associate

Johnston, IA · On-site

$20 - $22/hr

... Financial Operations Associate • Treasury Associate • Revenue Accounting Assistant Strong Target Industries • Banking • Credit Unions • Financial Services • Accounting Firms • ...

Keokuk Homestore

Assistant Bookkeeper

Keokuk, IA · On-site

$14/hr

The Administrative & Bookkeeping Support Associate is responsible for providing day-to-day office, customer, and bookkeeping support to ensure smooth business operations. This role will include a ...

Do it Best

Assistant Bookkeeper

Keokuk, IA · On-site

$14/hr

The Administrative & Bookkeeping Support Associate is responsible for providing day-to-day office, customer, and bookkeeping support to ensure smooth business operations. This role will include a ...

micro1 AI

Accounting Associate - Remote

Des Moines, IA · Remote

$60K - $100K/yr

... financial operations. This is a fantastic opportunity to leverage your expertise in QuickBooks ... for bookkeeping, transaction recording, and financial data management. • Prepare monthly ...

micro1 AI

Accounting Associate - Remote

Davenport, IA · Remote

$60K - $100K/yr

... financial operations. This is a fantastic opportunity to leverage your expertise in QuickBooks ... for bookkeeping, transaction recording, and financial data management. • Prepare monthly ...

micro1 AI

Accounting Associate - Remote

Cedar Rapids, IA · Remote

$60K - $100K/yr

... financial operations. This is a fantastic opportunity to leverage your expertise in QuickBooks ... for bookkeeping, transaction recording, and financial data management. • Prepare monthly ...

MCI Careers

Bookkeeper

Iowa, IA · On-site

We are Seeking a Bookkeeper who will play a critical role in maintaining accurate financial records and ensuring the smooth operation of our organization's accounting processes. The ideal candidate ...

MCI Careers

Bookkeeper

Iowa, IA · On-site

We are Seeking a Bookkeeper who will play a critical role in maintaining accurate financial records and ensuring the smooth operation of our organization's accounting processes. The ideal candidate ...

GCMC Health

Chief Financial Officer

Jefferson, IA · On-site

Key responsibilities include managing overall accounting and financial operations and leading ... Achievement of Healthcare Financial Management Associate (HFMA) Fellowship designation preferred ...

Career Search

Chief Financial Officer

Jefferson, IA

Key responsibilities include managing overall accounting and financial operations and leading ... Achievement of Healthcare Financial Management Associate (HFMA) Fellowship designation preferred ...

E&M, PLLC

Be Seen First

CFO Chief Financial Officer

West Des Moines, IA · On-site

$110K - $130K/yr

... Bookkeeping) Team. We are looking for a CFO who is proactive and future-focused, someone who ... Identify financial risks, operational inefficiencies, and opportunities for growth. * Present ...

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All JobsBookkeeper Financial Operations Associate JobsBookkeeper Financial Operations Associate Jobs in Iowa

Bookkeeper Financial Operations Associate information

What does a Bookkeeper Financial Operations Associate do?

A Bookkeeper Financial Operations Associate is responsible for recording financial transactions, maintaining accurate financial records, and supporting various financial operations within an organization. Their duties often include processing invoices, reconciling accounts, managing accounts payable and receivable, and assisting with payroll and financial reporting. This role ensures that financial data is organized and up-to-date, allowing businesses to make informed financial decisions and comply with regulatory requirements.

What are the key skills and qualifications needed to thrive as a Bookkeeper Financial Operations Associate, and why are they important?

To thrive as a Bookkeeper Financial Operations Associate, you need a solid understanding of accounting principles, attention to detail, and experience with financial recordkeeping, often supported by an associate degree in accounting or a related field. Proficiency with accounting software such as QuickBooks, Microsoft Excel, and enterprise resource planning (ERP) systems is typically required, and certifications like the Certified Bookkeeper (CB) can enhance credibility. Strong organizational skills, integrity, and effective communication are essential soft skills for managing multiple tasks and ensuring accurate reporting. These skills and qualities are crucial for maintaining precise financial records, supporting business decision-making, and ensuring compliance with financial regulations.

What is the difference between Bookkeeper Financial Operations Associate vs Accounts Payable Clerk?

AspectBookkeeper Financial Operations AssociateAccounts Payable Clerk
Primary ResponsibilitiesManaging financial records, reconciling accounts, processing transactionsProcessing vendor invoices, managing payments, maintaining accounts payable records
Required SkillsBasic accounting, data entry, attention to detailInvoice processing, vendor communication, data entry
CertificationsBookkeeping certification often preferredNot typically required, but familiarity with accounting software helpful
Work EnvironmentOffice setting, accounting departmentsOffice environment, finance or accounting teams

While both roles involve handling financial data, the Bookkeeper Financial Operations Associate manages overall financial records and reconciliations, whereas the Accounts Payable Clerk focuses specifically on processing vendor invoices and payments. Both positions require attention to detail and basic accounting skills, but the Bookkeeper often has broader responsibilities in financial recordkeeping.

How does a Bookkeeper Financial Operations Associate typically collaborate with other departments within an organization?

A Bookkeeper Financial Operations Associate regularly works with various departments such as accounts payable, accounts receivable, and payroll to ensure financial data is accurate and up to date. They often communicate with department managers to clarify budget discrepancies, process invoices, and reconcile accounts. This role also involves supporting finance team projects, preparing financial reports, and sometimes assisting with audits, making cross-functional collaboration essential for maintaining the organization's financial health.
What job categories do people searching Bookkeeper Financial Operations Associate jobs in Iowa look for? The top searched job categories for Bookkeeper Financial Operations Associate jobs in Iowa are:
What cities in Iowa are hiring for Bookkeeper Financial Operations Associate jobs? Cities in Iowa with the most Bookkeeper Financial Operations Associate job openings:
Bookkeeper Financial Operations Associate jobs near you

Operations Associate

Financial Integrators

Des Moines, IA • On-site

$21 - $28/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Be an early applicant

Job description

Description:

We are seeking a detail-oriented Operations Associate to support the administrative engine of our wealth management practice. In this role, you’ll partner with our advisors to create seamless client onboarding experiences, set up new accounts, and keep client files flawless and compliant. If you pride yourself on the details, enjoy solving problems, and love delivering top-notch customer service to clients and team members alike, we’d love to have you on board!


Location: This position is based in Des Moines, IA. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs.


Who We Are: Financial Integrators is a comprehensive wealth management firm that simplifies complex financial landscapes for individuals, families, and business owners. By combining personalized financial planning with professional asset management, tax optimization, and estate strategies, they unify every aspect of a client’s financial life into one cohesive roadmap. Whether protecting assets through tailored insurance or navigating business succession and retirement plans, Financial Integrators uses a collaborative, team-based approach to provide the clarity and confidence needed to secure a lasting financial legacy.


What You’ll Do:


Drive Client Onboarding & Account Execution

  • Properly establish new client financial accounts by preparing and submitting all required documentation.
  • Review paperwork for absolute completeness and accuracy to ensure a seamless onboarding experience.
  • Prepare essential forms and materials for client meetings, ensuring advisors have real-time, accurate data.
  • Submit and track all required account documentation, actively following through to successful completion.

Maintain Compliance & Data Integrity

  • Create and maintain new customer files that are highly organized and fully compliant with industry regulations.
  • Prepare required ongoing operational forms related to the maintenance of existing client accounts.
  • Leverage internal systems to maintain secure, consistent, and high-quality documentation controls across all workflows.

Deliver Service Excellence

  • Resolve internal and external customer inquiries with clarity, speed, and professionalism.
  • Maintain strict team standards as set out in our Service Level Agreement (SLA) timing and performance commitments.
  • Provide top-tier customer service to all internal team members and external client contacts.


What’s in it for you?

We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave. Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.


Compensation: The anticipated wage for this position is $21-$28 per hour, based on your level of experience and technical expertise.


Requirements:
  • Associate’s degree in a related field, or equivalent professional experience.
  • Exceptional organizational and time management skills; the ability to identify, prioritize, and follow through with team tasks and client needs.
  • Strong attention to detail with the proven ability to work efficiently and accurately under strict deadlines.
  • A proactive problem solver and reliable team player with professional oral and written communication skills.

Physical Requirements

  • Ability to sit or stand for extended periods in an office environment.
  • Work on a computer for long durations.
  • Occasionally lift up to 15 pounds.