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Asset Coordinator Accounts Receivable

4 months ago

Royal Oak, United States Siporin & Associates Full time
Job Description

Job Description

Conservatorship Account Coordinator/Accounts Receivable Specialist

Job Summary:

Siporin & Associates, Inc. is looking for an individual who will take the lead in marshalling assets for new clients and working as part of the accounts receivable 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:

· Marshal Assets for Reporting Purposes to the Probate Court

· Establish productive, professional relationships with key personnel assigned to client accounts.

· Collaborate with internal team and external financial advisors to develop fluid relationships.

· Investigate and research leads on client accounts.

· Serve as primary liaison and contact between internal and external partners.

· Reconcile Monthly Bank and Investment Statements

· Make calls and Follow up on Accounts Receivables

· 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

What We Offer:

· Competitive Compensation

· Blue Cross Blue Shield Health, Dental and Optical Insurance

· 401K Retirement with Employer Match

· Employer Sponsored Life Insurance, Long-Term & Short-Term Disability

· Generous Vacation/PTO Structure

· Performance Bonus