The 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.
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Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree