Job Description/Profile

• Demonstrate professionalism through a positive and cooperative attitude and by maintaining the confidential and proprietary nature of client relationships and related work product.
• Attain client confidence and effectively manages a portfolio of clients and engagements.
• Identifies potential management letter comments.
• Researches accounting issues.
• Recognizes potential problem areas in specific engagements and work them with engagement partner to assess alternative solutions and implement solutions to resolve the.
• Develops and is accountable for the engagement work plan and assures assigned tasks and responsibilities are achieved within budget.

Our client is looking for a highly qualified candidate:

Activities and duties include, but are not limited to:

• Overseeing and directing all accounting, banking, budgeting, audit, taxes, and reporting activities;
• Producing accurate and timely monthly financial statements and related reports;
• Ensuring that agency funds, securities, and assets are safeguarded;
• Analyzing changes to conditions and determining financial impact;
• Creating financial forecasts and modeling to support decision making;
• Monitoring and managing the organization’s cash flow;
• Monitoring the agency’s financial position and producing monthly reports on the organization’s financial stability, liquidity, and growth;
• Overseeing financial risk management activities for the organization including managing insurance coverage and ensuring adequate internal controls;

Job Description/Profile

We are looking to add a detailed-oriented Wealth Management Assistant with a passion for creating value and helping others. The Wealth Management Assistant is a key position which supports the Financial Advisor by delivering a service experience of the highest quality to clients.

Professionals in this position support advisory teams with administrative responsibilities, including client prep, back-office paperwork, client and business growth support, and client service administration.

Responsibilities Overview

• You are detail-oriented, well organized, and efficient.
• You are nimble, forward-looking, and able to self-govern
• You maintain a professional image and represent the company and your team in a positive and service driven manner.
• You are open to feedback and constructive criticism
• You have compassion and empathy for those around you
•  You are able to execute, create processes, and follow through with deadlines.

Job Description/Profile 

We are looking for an individual with well-rounded knowledge of accounting principles and excellent oral and communication skills. This person will work directly with our clients, assisting in improving their accounting processes.

Responsibilities Overview

• Assist in implementing improvement in client accounting environment
• Create templates and analysis of client data
• Assist during budgeting process for non-profit clients
• Research accounting issues and provide technical accounting guidance
• Advise client on proper accounting processes and controls for added efficiency and accuracy
• Assist with the monthly close process of various clients