Overview
Salary Range: $60,000.00 - $95,000.00
Position Type: Full Time / Experienced Level
Category: Advisory - Business Mgmt & Family Office
Description
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for an Assistant Account Manager to join the Business Management & Family Office practice in our Advisory Department. As an Assistant Account Manager, you will be responsible for:
- Enter accounts payable & maintain A/P due date schedule.
- Enter cash receipts & maintain commission/payment schedules.
- Communication with vendors including resolving vendor issues and processing address changes.
- Maintain electronic filing system & coordinate/organize administrative requirements (filing, scanning, shredding, etc.).
- Post/download & analyze credit card activity for proper coding; work with Account Manager for client feedback as necessary.
- Post investment activity and work with Account Manager for guidance, and escalate complicated or suspicious activity to Account Managers; ensure consistency with the overall investment activity process including the creation of brokerage schedules.
- Coordinate and guide the administration team to ensure proper scanning /recording of documents & mail processing; check and verify source documents such as invoices, receipts, etc.
- Book payroll from outside payroll provider records with guidance from Account Manager.
- Prepare 1099's with guidance from Account Manager.
- Prepare guild reporting for Account Manager review (DGA, SAG, WGA, etc.) assuming advance training occurs first with Account Manager.
Qualifications
- Bachelor’s Degree in Business Administration (Accounting, Finance, Business Management, Economics, etc.), or 1-2 years of bookkeeping experience in business management
- Prior knowledge of or experience with accounting principles and full-charge bookkeeping
- Technical skills focused on quality
- Business acuity focused on the firm and our clients
- Leadership attributes focused on talent
- Entrepreneurial innovated mindset focused on advancing the firm and the profession
- Strong Interpersonal Skills focused on the team