About the role
About The Company Our client is an independent wealth management and financial advisory firm that provides personalized financial planning and investment management services. The firm primarily caters to individuals, families, and businesses seeking tailored advice and long-term financial strategies.
Responsibilities
- Process accounts payable invoices and expense reports
- Reconcile bank statements to ensure accuracy
- Maintain accurate and up-to-date vendor and customer records
- Scan and maintain documents and files
- Collaborate with other departments to resolve accounting-related inquiries and discrepancies
- Perform ad-hoc financial and administrative tasks as assigned by management
Requirements
- Bachelor’s degree in accounting or finance
- 2-3 years of related accounting/finance experience
- Thorough understanding of the AP/AR processes
- Familiarity with journal entries and related accounting practices
- Excellent analytical skills
Salary Range $85,000-$90,000
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