Conservatorship Account Specialist
3 days ago
Job Summary:
Siporin & Associates, Inc. is seeking a skilled Conservatorship Account Specialist to join their team. As a key member of the accounts receivable team, this individual will be responsible for marshalling assets for new clients and working closely with internal team members to establish initial budgets, receive and reconcile bank accounts, and assist with opening new accounts.
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 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:
- Required Bachelor Degree in Accounting, Finance or related field or equivalent
- 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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