Financial Services Coordinator
5 days ago
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.
- 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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Financial Services Specialist
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