Junior Account Manager

3 weeks ago


Encino, California, United States Platform Accounting Full time
Job Summary

We are seeking a highly skilled Junior Account Manager to join our team at Platform Accounting Group. As a key member of our Business Management department, you will provide support functions and bookkeeping assistance to our Account Managers, as well as administrative, clerical, and organizational assistance to the entire operation of the firm.

The ideal candidate will have professional Business Management and/or Accounting Firm experience, with the ability to work with high-profile/high-net-worth individuals/clients and top-level management and executives. Excellent computer and typing skills, as well as strong knowledge and experience using QuickBooks accounting software, are essential for this role.

Key Responsibilities
  • Perform daily client activities, including requests and timely follow-up on all outstanding matters.
  • Contract analysis and supervision of all functions relative to cash receipts and disbursements.
  • Assist in the preparation of meeting packages and attend client meetings regarding financial projections, investments, contracts, insurance analysis, and other matters as directed by management.
  • Monitor credit card activity, fraud alerts, credit score issues, insurance renewals, and claims.
  • Assist with home and vehicle purchases.
  • Supervise and delegate to assistants.
  • Coordinate and interact with the tax department relative to due dates, supporting documentation, etc.
What We Offer
  • Opportunity for advancement within a rapidly growing professional services firm.
  • Ongoing informal and formal training and development.
  • Competitive compensation.
  • 401(k) and medical benefits.
  • Firm-sponsored continuing education.

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