Staff Accountant

Leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Work-life balance
Hybrid and flexible scheduling
Roadmap to promotional growth
Comprehensive benefits package
Bonus
Does not track billable hours

Perform administrative and operational duties, such as transferring funds, updating client and account information, bill pay, and bank account reconciliation
Client specific reporting needs, which could include monthly financial statements and/or other misc. management reports
Document management for all bill-pay and wealth planning clients in accordance with IRS requirements
Regular interaction with third party advisors and vendors
Strong verbal and written communication skills, professional presentation, and organizational skills
Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
Strong work ethic, interpersonal collaboration and team skills, a must
Comfort with accounting software important
Other duties as assigned
Ideal Candidate Profile:

Bachelor’s degree required
1-3 years experience in financial services preferred, but not required