Senior Financial Accountant

2 weeks ago


Louisville, Kentucky, United States Jobot Full time

Leading Wealth Management Firm - Excellent Work-Life Balance - No Billable Hours Tracking, Bonus Opportunities, and Clear Advancement Path
This Jobot Job is hosted by: Dana Stewart

Salary:
$75,000 - $95,000 per year

About Us:


We are a prominent national registered wealth management and institutional consulting organization dedicated to serving high-net-worth individuals, their families, businesses, and nonprofit entities from various locations across the country.

Our team consists of in-house experts, including attorneys, tax advisors, financial planners, and investment professionals, who are devoted to delivering impartial financial guidance and oversight.


Why Consider This Opportunity?
- Exceptional work-life balance
- Flexible and hybrid work arrangements
- Clear promotional growth roadmap
- Comprehensive benefits package
- Bonus potential
- No tracking of billable hours

Position Overview:
In this role, you will be responsible for a variety of administrative and operational tasks, including:
- Fund transfers, updating client and account details, bill payments, and bank account reconciliations
- Preparing client-specific reports, which may include monthly financial statements and other management reports
- Managing documentation for all bill-pay and wealth planning clients in compliance with IRS regulations
- Engaging regularly with third-party advisors and vendors
- Demonstrating strong verbal and written communication skills, professional presentation, and organizational abilities
- Exhibiting meticulous attention to detail, outstanding problem-solving capabilities, and the ability to prioritize tasks effectively to meet deadlines with minimal supervision
- Maintaining a strong work ethic and fostering interpersonal collaboration and teamwork
- Proficiency with accounting software is essential
- Additional responsibilities as assigned

Ideal Candidate Profile:
- Bachelor's degree required
- 1-3 years of experience in financial services preferred, but not mandatory

For more information about this opportunity, please reach out through the application process.

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