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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