Account Manager
Job Description
Edwards Partners is seeking an Account
\n Manager.
Should have
\n knowledge of bookkeeping and accounting principles, organizational skills, be
\n proficient in excel and have working knowledge of accounting software.
\n Discretion is essential. Emotional intelligence
\n and the ability to build long-term relationships necessary.
\n
Duties and responsibilities:
\n·
Acting
\n as liaison to client’s other advisors (accountants, attorneys, and the like)
·
Managing
\n cash interactions, including processing checks and wire requests, account
\n reconciliations, bill, and tax payments.
·
Assisting
\n with tax and estate planning.
·
Overseeing
\n client accounts activities, tracking transactions, reconciling accounts
·
Preparing
\n financial reports.
·
Organizing
\n meetings and booking meeting rooms
·
Handling
\n correspondence
·
Maintaining
\n the current filing and database system and looking for ways to improve current systems.
·
Other
\n projects or duties as assigned by Controller.
\n
Qualifications
\nBachelor's degree in business,
\n finance, accounting, or a related field; strong mathematical skills;
\n professional discretion; integrity; honesty; customer-service skills; solid
\n communication skills, both written and verbal; familiarity with business
\n principles and practices; attention to detail; organizational skills; planning
\n skills; problem-solving skills; analytical skills; critical thinking skills;
\n computer skills, particularly with spreadsheets and calculation software.
Benefits:
\n- \n
- Full health, dental, eye insurance provided and
\n funded. \n - Comprehensive retirement program funded. \n
- Flexible working hours providing for a good work-life
\n balance. \n
\n
If
\n interested, please email [email protected]
