Accounting Clerk

## Company Description **Extraordinary opportunity. Exceptional experience.** Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. **Trucordia Values** 1. We actively, genuinely **CARE** about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. 2. We **COLLABORATE** continuously because, together, we are more powerful and make amazing things happen for our clients and company. 3. We **LEAD** with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? 4. We are **RESULT-ORIENTED**, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. 5. We **CELEBRATE** both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. ## Job Description The Accounting Clerk role provides foundational experience in day-to-day accounting operations. As part of a collaborative team, this position supports the maintenance of financial records, assists with reconciliations, and helps ensure accounting data is accurate and aligned with company standards. **Duties & Responsibilities:** - Assist in preparing and maintaining financial records, ensuring accuracy and timely entry of data for management review - Support month-end processes by helping track deadlines and communicating status updates to internal team members - Perform basic account reconciliations (e.g., bank accounts, selected balance sheet accounts) and flag discrepancies for review - Help compile financial data across multiple entities and assist with simple variance tracking under supervision - Provide administrative and data support during the annual audit process, including gathering documentation and responding to requests - Collaborate with accounting team members to ensure tasks are completed on time - Review and input financial data into accounting systems, ensuring completeness and consistency - Assist with revenue tracking and reconciliation support, comparing data to contracts or agreements and identifying mismatches for escalation ## Qualifications - 0–2 years of accounting, bookkeeping, or related administrative experience - Associate or Bachelor’s degree in Accounting, Finance, Business, or a related field (or equivalent coursework/experience) - Basic understanding of accounting principles and financial processes - Experience with accounting or general ledger systems (e.g., QuickBooks, Sage) and data entry accuracy - Proficiency in Microsoft Office, particularly Excel (e.g., spreadsheets, basic formulas) - Ability to perform account reconciliations and identify discrepancies for review - Strong organizational skills with the ability to prioritize tasks and manage multiple assignments - Effective communication skills and ability to work collaboratively with team members ## Addit…