Investment Accountant 1-Hybrid- Des Moines, Iowa

Core Responsibilities

• Perform routine investment accounting activities and day-to-day cash management following established policies and procedures.
• Ensure investment activity and cash are being reported correctly.
• Monitor internal and external daily cash positions for multiple companies to ensure adequate liquidity to cover cash commitments (mortgage loans, investments, large upcoming movements, etc.).
• Resolve issues related to the banking portal (fake checks, check voided in the past, etc.).
• Other related duties.

Qualifications

• General knowledge of the principles, processes, and practices related to accounting and finance.
• Working knowledge of MS Office Suite (Word, Outlook and PowerPoint) and moderate knowledge of Excel and investment software (Clearwater analytics, a plus).
• Moderate proficiency in interpersonal, communication, verbal, written and customer service skills.
• General analysis, problem-solving and decision-making skills.
• Ability to ensure compliance with internal control procedures and maintenance of evidence of controls.
• Attention to detail with the ability to manage time and set priorities.
• Ability to access, utilize, and appropriately disclose individually identifiable information to perform specific functions of the position in accordance with Company policies and procedures, and as required by law.
• Internship or prior experience, a plus.
• Bachelor’s degree in accounting, finance or related field. Combination of education and/or relevant work experience may be accepted in lieu of degree.
• Progression towards and/or interest in pursuing a CPA, MBA, or CFA, a plus.

Benefits

• Hybrid availability
• 401(k) with company match
• Health insurance
• Paid time off, holidays
• Volunteer time off
• Lifestyle Spending Account (LSA)
• Paternity leave
• Growth opportunities

Skills

• We believe each of us has potential to grow and adapt with our business.
• We take your career as seriously as you do. Helping you develop your skills and talents leads to opportunities — not only for you, but also for our company.

About Wellabe

Since 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we’re committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe’s culture of betterment by visiting wellabe.com/culture.

Our Core Values

• Be dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively.
• Be trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior.
• Be determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals.
• Be collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels.
• Be open: Embrace diversity and new ideas to create an inclusive environment.
• Be generous: Embody generosity and compassion by serving a greater purpose and helping others.
• Be better: Commit to continuous improvement and adapt effectively to change.
• Be well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence.