• Perform administrative and operational duties, such as transferring funds, updating client and account information, bill pay, and bank account reconciliation
• Client specific reporting needs, which could include monthly financial statements and/or other misc. management reports
• Document management for all bill-pay and wealth planning clients in accordance with IRS requirements
• Regular interaction with third party advisors and vendors

Requirements

Bachelor’s degree required
0-3 years experience in financial services preferred, but not required
Ability to simultaneously work with multiple clients while providing a consistent client experience
Regular interaction with third party advisors and vendors
Strong verbal and written communication skills, professional presentation, and organizational skills
Strong 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 supervision
Strong work ethic, interpersonal collaboration and team skills, a must
Comfort with accounting/bookkeeping software important
Working knowledge of Microsoft applications, GAAP, and Financial Accounting Standards
Takes pride in satisfying client expectations by truly understanding the client and creating meaningful client experiences
Thoroughness when accomplishing tasks, no matter how small, to ensure accuracy and efficiency
Ability to meet strict deadlines
Must possess a passion for learning and a desire to continuously improve.

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Hard Skills

financial services
accounting
bookkeeping
GAAP
Financial Accounting Standards
document management
client reporting
bill pay
bank account reconciliation
problem-solving

Soft Skills

communication
organizational skills
attention to detail
interpersonal skills
team collaboration
time management
proactive work ethic
client satisfaction
ability to prioritize
passion for learning

Certifications & Qualifications

Bachelor’s degree

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