California Licensed Senior Account Analyst

Job Summary

Maintaining statutory reporting and funding for disability and leave of absence products, the full-time California Licensed Senior Account Analyst will create client stewardship reports, coordinate banking arrangements, and ensure compliance with California VDI claims while working remotely.

Key responsibilities

• Create and maintain client stewardship reports and coordinate banking and funding arrangements for claims
• Review annual W2 reports for accuracy and assist with CA EDD Claim Audits
• Monitor weekly funding for TRISTAR-owned bank accounts and ensure client compliance with CA VDI Claims

Required qualifications

• High School Diploma or GED; college degree in accounting preferred
• Five (5) years of experience in an administrative office environment
• Proficiency in Microsoft Word, Excel, and web applications
• Experience in client reporting and compliance related to disability plans
• Ability to document files accurately in a fast-paced environment