Teams at Wellby Financial

Provides administrative, clerical, and operational support to departments and leaders. Coordinates meetings, maintains records and filing systems, prepares documents, manages office supplies, processes routine transactions, supports events and departmental initiatives, performs data entry, and handles communications professionally while maintaining confidentiality.

Serves as the accounting subject matter expert for enterprise projects, system implementations, capital initiatives, and process improvements. Coordinates project accounting, fixed asset accounting, financial reporting, testing, internal controls, reconciliations, and close activities. Partners with business and technology stakeholders, develops procedures and training materials, supports audits, and transitions initiatives into sustainable operations. Requires strong GAAP knowledge, accounting systems experience, advanced Excel skills, and at least five years of progressive accounting experience.

Leads Wellby Financial’s brand voice, communications, content strategy, public relations, media engagement, social media, executive messaging, sponsorships, and partnerships. Creates and oversees marketing content across email, web, campaigns, and external channels while ensuring consistent messaging, regulatory alignment, and reputation management. Provides strategic guidance to leadership, mentors team members, coordinates cross-functional deliverables, and supports scalable brand and communications processes.