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Conservatorship Account Coordinator

2 months 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. As a key member of our accounts receivable team, you will play a crucial role in marshalling assets for new clients and working closely with internal team members to establish initial budgets, receive and reconcile bank 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
  • 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