Client Accounting Associate
Core
Administrative and operational support for the Wealth Management business segment, handling client accounts, billing, invoicing, and document management for individuals, families, and trusts.
Role type
Client Accounting Associate
Builds
Client bank accounts, invoices, tax documents, and compensation reports for wealth planning clients.
Domain
Wealth Management / Financial Services
Required skills
Accounting/bookkeeping software proficiency, accounts payable management, client reporting, document management, vendor coordination, problem-solving, prioritization
Preferred skills
None stated
Technologies
Accounting/bookkeeping software
Responsibilities
Open client bank accounts, transfer funds, invoice clients, update account information, organize receipts and files, reconcile bank accounts, manage accounts payable filing systems, generate client-specific reports (tax, payroll, compensation), develop written procedures, provide telephone support
Seniority
Mid-level, 3+ years experience