Conservatorship Account Coordinator

15 hours ago


Royal Oak, Michigan, United States Siporin & Associates Inc Full time
Job Title: Conservatorship Account Coordinator/AR Specialist

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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