Staff Accountant at Jobot
Louisville, KY 40018
About the Job
Top Wealth Management firm -Work/life Balance - Does not track billable hours, Bonus, and a built in advancement plan
This Jobot Job is hosted by: Dana Stewart
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $75,000 - $95,000 per year
A 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 balance
Hybrid and flexible scheduling
Roadmap to promotional growth
Comprehensive benefits package
Bonus
Does not track billable hours
Job Details
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
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 software important
Other duties as assigned
Ideal Candidate Profile:
Bachelor’s degree required
1-3 years experience in financial services preferred, but not required
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
This Jobot Job is hosted by: Dana Stewart
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $75,000 - $95,000 per year
A 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 balance
Hybrid and flexible scheduling
Roadmap to promotional growth
Comprehensive benefits package
Bonus
Does not track billable hours
Job Details
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
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 software important
Other duties as assigned
Ideal Candidate Profile:
Bachelor’s degree required
1-3 years experience in financial services preferred, but not required
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Salary
75,000 - 95,000 /year