Staff Accountant
: Job Details :

Top Wealth Management firm -Work/life Balance - Does not track billable hours, Bonus, and a built in advancement planThis Jobot Job is hosted by: Dana StewartAre you a fit? Easy Apply now by clicking the Apply button and sending us your resume.Salary: $75,000 - $95,000 per yearA bit about us:Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.Why join us?Work-life balanceHybrid and flexible schedulingRoadmap to promotional growthComprehensive benefits packageBonus Does not track billable hoursJob DetailsPerform administrative and operational duties, such as transferring funds, updating client and account information, bill pay, and bank account reconciliationClient specific reporting needs, which could include monthly financial statements and/or other misc. management reportsDocument management for all bill-pay and wealth planning clients in accordance with IRS requirementsRegular interaction with third party advisors and vendorsStrong verbal and written communication skills, professional presentation, and organizational skillsStrong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervisionStrong work ethic, interpersonal collaboration and team skills, a mustComfort with accounting software importantOther duties as assignedIdeal Candidate Profile:Bachelor's degree required1-3 years experience in financial services preferred, but not requiredInterested in hearing more? Easy Apply now by clicking the Apply button.