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Salary
$37k – $81k per year (Estimated)
Location
Remote/Hybrid (Los Angeles, United States)
Employment
Full-Time
Overview
Company
Impact
Profile match

Our business management team in Los Angeles helps protect assets and preserve value by providing a concierge approach to service tailored to our clients' unique needs. Our team assists with supervision and management of day-to-day activities while working with clients to formulate goals, develop strategies and long-range planning. We work with other advisors, including bankers, lawyers, investment advisors, estate planning, and insurance professionals to help our clients achieve their current and long-term goals.

Office hours for this position will be 9:00 a.m. - 6:00 p.m. PST.

As a an Account Coordinator in our Business Management service line, you will be responsible for but not limited to the following:

  • Perform heavy accounts payable
  • Daily deposits
  • Reconciliation of cash and balance sheet accounts
  • Journal entries
  • Manage/prioritize day-to-day workflow
  • Interact with clients professionally
  • Tasks or projects assigned by other supervisory figures

To be successful, these are the skills, qualities and experience you will need:

  • A bachelor's or associates degree in accounting preferred and/or some related work experience
  • Detail oriented, with high productivity; experience with multiple corresponding deadlines
  • Intermediate knowledge of Microsoft Office (Excel, Word, and Outlook)
  • Agilink experience a plus
  • Strong communications skills (both verbal and written) and strong judgment
  • Effective multi-tasking and time-management skills
  • Team player attitude with proven people skills
  • Availability for necessary seasonal overtime (particularly during tax busy-seasons)

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

  • Visit the Benefits section to learn more
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