Assistant Account Manager

Overview

Assistant Account Manager (Business Management Services)

Base pay range: $65,000.00/yr - $85,000.00/yr

This range is provided by Kersten Talent Capital. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

About Our Client

Our client is a dynamic, privately held public accounting firm backed by private equity, with a strong national presence. They specialize in providing comprehensive business management services to high-net-worth individuals and organizations, maintaining the highest standards of financial accuracy and client service excellence.

Position Overview

We are seeking a detail-oriented Assistant Account Manager to join our client's Business Management team. This role is ideal for individuals seeking to advance their career in financial services, working with sophisticated clients and utilizing cutting-edge financial software. You'll play a crucial role in maintaining accurate financial records and supporting senior Account Managers in delivering exceptional client service. The ideal candidate is organized, tech-savvy, and thrives in a collaborative environment where attention to detail and client confidentiality are paramount.

Key Responsibilities

• Maintain comprehensive Accounts Payable processes using AgilLink software
• Set up new vendors, obtain banking details, and collect necessary tax forms
• Enter and process client credit card statements through specialized modules
• Record cash receipts and ensure accurate transaction posting
• Book client payroll entries as directed by senior team members

Client Support & Administration

• Support Account Managers with client vendor management tasks (telephone setup, billing coordination)
• Perform journal entry posting and bank statement reconciliation
• Prepare monthly financial packages including various reports and statements
• Run and review monthly Trial Balance reports for Account Manager review
• Maintain electronic filing systems and document management

Quality Assurance & Reporting

• Ensure accuracy of all financial transactions and client records
• Upload and organize client documents in digital filing systems
• Assist with month-end and year-end closing processes
• Support busy season activities with minimal overtime as needed
• Handle additional related duties to support team objectives

Required Qualifications

Education & Experience

• 2+ years of related experience in business management or the accounting field preferred
• Entry-level candidates with strong aptitude and relevant coursework will be considered

Technical Skills

• Proficiency in Microsoft Word and Excel (intermediate level)
• Experience with Datafaction and AgilLink software highly preferred
• Comfort learning new financial software platforms
• Strong data entry skills with high accuracy

Core Competencies

• Excellent oral and written communication skills with fluent English command
• Strong time management and organizational abilities
• Professional demeanor and interpersonal skills
• Sense of urgency with ability to follow through on tasks
• Detail-oriented with focus on accuracy
• Ability to shift priorities quickly without losing focus
• Discretion and commitment to client confidentiality

What We Offer

Our client offers a supportive and growth-oriented environment where you can develop your career in the financial services industry. They offer competitive compensation, comprehensive benefits, and opportunities for professional development within a rapidly expanding organization.

• Competitive salary with growth potential
• Comprehensive health and wellness benefits
• Professional development and training opportunities
• Collaborative team environment
• Exposure to sophisticated financial operations
• Career advancement opportunities within a growing firm

Seniority level

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing, Finance, and Customer Service
• Industries: Business Consulting and Services and Financial Services

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