Conservatorship Account Coordinator/Accounts Receivable Specialist
5 hours ago
At Siporin & Associates, Inc., we are seeking a skilled Conservatorship Account Coordinator/Accounts Receivable Specialist to join our team. As a key member of our accounts receivable team, you will be responsible for researching and establishing contact with financial institutions, investors, and account managers to gather information and transfer assets to newly established conservatorship files. This includes working with internal team members to establish initial budgets, receiving and reconciling bank accounts, and assisting team members with opening new accounts and bank/investment accounts. You will also be responsible for sending out monthly invoices and making calls to follow up on open receivables.
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
- Other various accounting responsibilities
Requirements:
- Confident, self-starter who works well independently
- Ability to prioritize and multitask
- Positive and professional demeanor
- Excellent written and verbal communication skills
- Excel and MS Office proficiency required
- Flexible to evolving responsibilities and change
- Prioritizes and sets expectations on deliverables
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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