Assistant Account Manager

About The Job

Description:

• Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration.
• We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise.
• We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development.
• At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

Responsibilities:

We are looking for an Assistant Account Manager to join our Advisory Department. As an Assistant Account Manager, you will be responsible for:

• Responsible for Bill Pay functions
• Enter cash receipts and maintain commission/payment schedules
• Perform bank reconciliations
• Post/download and analyze credit card activity for proper coding
• Book payroll from outside payroll provider records with guidance from Account Manager
• Making Address changes
• Communicate with vendor and resolve any vendor issues
• Communicate with all members of the internal engagement team
• Post investment activity to accounting software
• Prepare 1099’s with guidance from Account Manager
• Assist in gathering year-end tax package documents
• Maintain electronic filing system & coordinate/organize administrative requirements (filing, scanning, shredding, etc.)
• Administrative Duties- Filing, shredding, etc.

Qualifications:

• Bachelor’s degree preferably in Business (Accounting, Finance, Business Management)
• Outstanding written, verbal and interpersonal skills
• Ability to multi-task and shift focus as needed
• Strong attention to detail
• Multi-tasker
• Knowledge of Quickbooks and/or Datafaction a plus
• Proficient in Microsoft Office Applications
• Pay found in job post
• Retrieved from the description.

Pay: $60,000 – $80,000 a year