Accounts Receivable Asset Management Coordinator

2 weeks ago

Royal Oak, Michigan, United States Siporin & Associates Inc Full time
Job Overview

Position: Conservatorship Account Coordinator/Accounts Receivable Specialist

Role Summary:

Siporin & Associates, Inc. is seeking a dedicated professional to spearhead the management of assets for new clients while collaborating closely with the accounts receivable division. This role involves thorough research and outreach to financial institutions, investors, and account managers to gather pertinent information and facilitate the transfer of assets into the newly created conservatorship files. Responsibilities include working alongside internal team members to establish initial budgets and assist in the opening and reconciliation of bank and investment accounts. Additionally, the coordinator will be responsible for issuing monthly invoices and following up on outstanding receivables.

Key Responsibilities:

  • Organize assets for reporting to the Probate Court.
  • Build and maintain professional relationships with key personnel associated with client accounts.
  • Collaborate with internal teams and external financial advisors to foster strong partnerships.
  • Conduct investigations and research on client accounts.
  • Act as the primary liaison between internal and external stakeholders.
  • Reconcile monthly bank and investment statements.
  • Follow up on accounts receivable through calls and communications.
  • Handle various other accounting responsibilities as needed.

Ideal Candidate Profile:

  • Self-motivated individual who excels in independent work.
  • Strong ability to prioritize tasks and manage multiple responsibilities.
  • Professional demeanor with a positive attitude.
  • Exceptional written and verbal communication skills.
  • Proficient in Excel and MS Office applications.
  • Adaptable to changing responsibilities and work environments.
  • Skilled in setting expectations and managing deliverables.

Qualifications Required:

  • Bachelor's degree in Accounting, Finance, or a related field, or equivalent experience.
  • 3-5 years of experience in accounting or a similar role.
  • Ability to manage confidential and sensitive account information.

What We Provide:

  • Competitive salary and compensation package.
  • Comprehensive health, dental, and optical insurance through Blue Cross Blue Shield.
  • 401K retirement plan with employer matching.
  • Employer-sponsored life insurance and both long-term and short-term disability coverage.
  • Generous vacation and paid time off structure.
  • Performance-based bonuses.

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