Accounting Specialist
Job Description
Job Description
Job Summary:
Siporin & Associates, Inc. is looking for an individual who will take the lead in sending out Monthly Invoices and owning Accounts Receivable, Marshalling assets for new clients, Reconciling Investment Statements and working as part of the Dynamic Accounting Department Team! This person will research and establish contact with financial institutions, investors and account managers gathering information and transferring assets to the newly established conservatorship file. This includes working with internal team members on establishing an initial budget, receiving and reconciling bank accounts. Assisting team members with opening new accounts, bank/investment accounts. Sending out monthly invoices and making calls to follow up on open receivables.
Summary of Responsibilities:
Accounts Receivable
Establish Productive, Professional Relationships with Key Personnel Assigned to Client Accounts
Reconcile Statements
Enter Journal Entries into Accounting Software
Investigate and Research Leads on Client Accounts
Other Various Accounting Responsibilities
The Ideal Candidate:
Confident, Self-Starter Who Works Well Independently
Ability to Prioritize and Multitask
Positive and Professional Demeanor
Excellent Written and Verbal Communication Skills
Excel and MS Office Proficiency Required
Flexible to Evolving Responsibilities and Change
Prioritizes and Sets Expectations on Deliverables
Required Qualifications:
Required Bachelor Degree in Accounting, Finance or Related Field or Equivalent
3-5 Years of Experience in Accounting or Similar Function
Work in Office at Royal Oak Location: 8AM – 5PM (1 Hour Lunch), Monday through Friday
Ability to Handle and Process Confidential and Sensitive Account Information
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