Financial Services Coordinator

4 weeks ago

Groton, Connecticut, United States Hoyt, Filippetti & Malaghan, LLC Full time

The Client Accounting and Advisory Services (CAAS) specialist at Hoyt, Filippetti & Malaghan, LLC is responsible for organizing client information, responding to and anticipating client service requests to provide high-quality work. Specialists will work both internally with accountants and externally with clients, learning the cadence and expectations of the service level needed.

Key Responsibilities:
  • Entry of accounting transactions, including vendor bills, customer invoices, bill payments, customer payments, deposits, journal entries, and other disbursements.
  • Maintaining complete and up-to-date accounts receivable, accounts payable, general ledger accounts, trial balance, and financial statements.
  • Processing payroll using ADP Run and/or making necessary entries to record payroll processed by a third-party.
  • Preparing weekly, quarterly, and/or annual financial report packages for distribution to clients.
  • Actively learning on the job through exposure to new tasks, team training, and professional education.
Qualifications and Requirements:
  • One or more years of client service, accounting, financial, or law industry experience preferred.
  • Minimum of an associate's degree or equivalent work experience.
  • Immediate proficiency with Microsoft Office Suite (including Outlook, Word, and Excel) and QuickBooks.
  • Demonstrate ability to learn and work with various software programs with relative ease.
  • Excellent listening, written, and verbal communication skills.
  • Time management and organizational skills; ability to handle multiple responsibilities and changing priorities.
  • Ability to analyze situations critically and objectively to produce the best possible outcome.
  • Professionally represent the firm by promptly and accurately meeting the service needs of clients and other employees.
  • Discretion when handling confidential information.

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