Level Group Ltd.

Account Manager

• Support the Account Manager and client service team by helping ensure that clients’ financial, administrative, and business management needs are handled accurately.
• Communicate with clients, teams, vendors, and partners, ensuring timely and accurate responses.
• Maintain organized records of contracts, insurance policies, compliance documents, and renewals.
• Assist in preparing and updating business and personal cash flow projections for Account Manager review.
• Prepare client payments including checks, wires, ACH transfers, and credit card transactions for Account Manager review and approval.
• Collaborate with Personal Services to support individual financial planning and related coordination.
• Support the Payroll Department in managing crew and owner W-2s and related reporting.

Assistant Account Manager