Conservatorship Account Coordinator
15 hours ago
At Siporin & Associates, Inc., we are seeking a highly skilled and detail-oriented Conservatorship Account Coordinator/AR Specialist to join our team.
Key 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 members and external financial partners 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
Requirements:
• Bachelor's degree in accounting, finance, or related field
• 3-5 years of experience in accounting or similar function
• 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, and short-term disability
• Generous vacation/PTO structure
• Performance bonus
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