Financial and Accounting Associate

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

This role supports the investment team by overseeing the execution, maintenance, and reporting of investment and bond trading data, while contributing to financial reporting processes and ensuring strong accounting controls. Serves as the primary resource for trade entry, record-keeping, and issue resolution across securities, custody, and loan administration accounts throughout the trade lifecycle. Interprets requests and data to recommend actions, with guidance from senior team members. Handles moderately complex assignments with a focus on accuracy, timeliness, and process integrity. Collaborates closely with portfolio managers, investment leadership, and external partners to ensure efficient workflows, data integrity, and high-volume trade processing.

Key Responsibilities

• Execute and manage trade operations, including entry, processing, authorization, and lifecycle oversight; resolve issues with internal and external stakeholders.

• Maintain security master data and ensure accuracy of trade documentation and system records.

• Validate third-party data, resolve discrepancies, and ensure timely execution of bond trades.

• Support portfolio activities through rebalancing, reporting, and distribution of cash and investment updates.

• Manage invoice processing and support monthly reporting, ensuring accuracy and timely resolution of discrepancies.

Background and Skills You’ll Need

Education: High School Diploma required; bachelor's degree preferred.

Experience: 2+ years of relevant experience in a high-volume, fast-paced environment, with exposure to invoicing, budgeting, and transaction processing

• Demonstrated ability to learn and navigate multiple systems while maintaining accuracy and efficiency

• Proficiency in Microsoft Office Suite (e.g., Excel, Outlook, Word).

• Strong attention to detail and organizational skills to manage high-volume transactions effectively

• CAMRA, ANTARES, NEXEN and/or LoanArc experience preferred

Key Behaviors of a Successful Candidate

• Driving Success: Acts with urgency, pursues ambitious goals and shows resilience in the face of obstacles and setbacks.                

• Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary.  

• Improvement Mindset: Continually seeks new ways to create business/ customer value by identifying and implementing opportunities for improved efficiency, effectiveness and innovation. 

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

• An annual incentive bonus plan

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement 

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.