<p>We are looking for a skilled Bookkeeper to join our team in Upper Marlboro, Maryland. This Contract-to-Permanent position offers an exciting opportunity for an organized and detail-oriented individual to manage critical office and accounting functions. The ideal candidate will have experience in bookkeeping, payroll, and financial reconciliations, with a strong ability to contribute to a dynamic team environment.</p><p><br></p><p>Responsibilities:</p><p>• Perform bank reconciliations to ensure accuracy in financial records.</p><p>• Coordinate monthly financial close-out processes and review results with stakeholders.</p><p>• Handle invoicing and payment applications to maintain timely transactions.</p><p>• Manage accounts payable (A/P) and accounts receivable (A/R) reconciliations.</p><p>• Process weekly payroll entries.</p><p>• Ensure compliance with tax regulations, including calculations and remittance submissions.</p><p>• Collaborate with team members to foster a productive and supportive work environment.</p>
<p>We are on the lookout for a Bookkeeper to join a tenured accounting team in for a client located in ROSE HAVEN, Maryland. This is a direct-hire position that offers full-benefits and room for growth within the company. As a Bookkeeper, your role would encompass handling accounts payable/receivable, credit card reconciliations, and ensuring the accuracy of accounting records. Please apply to this posting or reach out to Cody Marshall at Robert Half to learn more. </p><p><br></p><p>Responsibilities:</p><p>• Keeping up-to-date and accurate records of financial information</p><p>• Manage and set up new vendors in accounting system</p><p>• Promptly resolving customer inquiries and issues</p><p>• Handling account reconciliation tasks with diligence</p><p>• Managing Accounts Payable activities effectively</p><p>• Conducting credit card reconciliation tasks accurately</p><p>• Proficient use of QuickBooks for various bookkeeping tasks</p><p>• Utilizing Microsoft Excel for data entry and other related tasks</p><p>• Researching and resolving discrepancies in account records</p><p>• Securely obtaining receipts from staff members for purchases made.</p>
We are looking for a detail-oriented Bookkeeper to join our team on a long-term contract basis in Fairfax, Virginia. The ideal candidate will be responsible for managing financial records, ensuring accuracy in transactions, and supporting daily accounting functions. This position requires strong organizational skills and the ability to work independently in a fast-paced environment.<br><br>Responsibilities:<br>• Input accounting data, maintain organized financial records, and generate detailed reports.<br>• Prepare journal entries and ensure accounts are accurately reconciled.<br>• Verify deposits, balance financial files, and issue checks as needed.<br>• Analyze escrow checks, including handling cancellations and reissuance of checks.<br>• Perform daily cash management tasks such as processing deposits, managing wire transfers, and recording transactions.<br>• Respond to internal and external information requests with accuracy and professionalism.<br>• Handle ad hoc accounting tasks and support special projects as required.
<p>We are looking for a detail-oriented and organized Part-Time Bookkeeper. In this long-term contract position, you will play a key role in managing financial records, reconciling accounts, and ensuring accuracy. This is an excellent opportunity for professionals with experience in bookkeeping and proficiency in tools like QuickBooks and Microsoft Excel.</p><p><br></p><p>Responsibilities:</p><p>• Maintain accurate financial records and reconciling accounts.</p><p>• Ensure all financial data is current.</p><p>• Process and reconcile statements received.</p><p>• Utilize QuickBooks Online to manage and organize bookkeeping tasks effectively.</p><p>• Ensure accuracy in all account reconciliations and resolve discrepancies promptly.</p><p>• Collaborate with team members to streamline record-keeping processes.</p><p>• Provide support and training for new systems or procedures as needed.</p>
<p>Our client in Vienna, Virginia is seeking a hands-on <strong>Bookkeeper</strong> to manage the day-to-day flow of transactions and support general accounting functions. This role is well-suited for someone who enjoys working across multiple areas of the books.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process accounts payable and accounts receivable</li><li>Manage bank reconciliations and support payroll processing</li><li>Post journal entries and assist with month-end tasks</li><li>Help maintain accurate financial records and ledgers</li></ul>
<p>Are you an experienced and detail-oriented Bookkeeper looking for a part-time opportunity with a growing company? Robert Half is partnering with a company in Baltimore, to find a skilled Bookkeeper to join their team on a part-time basis. In this role, you’ll help maintain financial records, process transactions, and reconcile accounts to ensure the company’s financials are accurate and up-to-date. This is a great opportunity to enjoy a flexible schedule while leveraging your bookkeeping expertise!</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Maintain and update financial records, including general ledger entries and bank reconciliations.</li><li>Manage accounts payable and accounts receivable processes accurately and in a timely manner.</li><li>Process payroll and handle related reporting.</li><li>Prepare financial reports, including income statements and balance sheets, as requested by management.</li><li>Assist with month-end and year-end closing processes.</li><li>Ensure compliance with all financial policies, procedures, and regulations.</li><li>Support ad hoc tasks or projects, such as implementing new accounting processes or systems.</li></ul><p><br></p>
<p>Are you passionate about numbers, detail-oriented, and experienced in bookkeeping? A fantastic opportunity is available for a dedicated <strong>Bookkeeper</strong> in York, PA. Join our team to showcase your expertise while working with a variety of clients or businesses to help manage their financial records with precision.</p><p><br></p><p>Job Responsibilities:</p><ul><li>Record day-to-day financial transactions and complete the posting process.</li><li>Generate financial statements to share insights with management and stakeholders.</li><li>Ensure accuracy by regularly reconciling bank accounts, credit cards, and other financial accounts.</li><li>Manage payroll tasks and maintain compliance with relevant tax laws and regulations.</li><li>Oversee customer invoices, collect payments, and ensure timely vendor payments.</li><li>Assist in closing activities and provide documentation as needed.</li><li>Keep current with changes in bookkeeping and accounting best practices to ensure accuracy and compliance.</li></ul><p><br></p>
<p>Our client in Vienna, Virginia is seeking an organized <strong>Accounting Clerk</strong> to support their team with day-to-day transactional tasks. This is a great opportunity for someone who enjoys data entry, working with numbers, and contributing to a collaborative accounting team.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Match invoices to purchase orders or vouchers</li><li>Enter financial data into internal systems</li><li>Assist with accounts payable and accounts receivable processing</li><li>Provide general support to the accounting department as needed</li></ul><p><br></p>
<p>We are looking for a dedicated Accounting Associate to join our client in York, Pennsylvania. This role is ideal for someone with a strong attention to detail, a solid understanding of accounting principles, and a passion for financial accuracy. You will play a key role in supporting our Controller and Finance department with a variety of accounting tasks and reconciliations.</p><p><br></p><p>Responsibilities:</p><p>• Record and post accounting transactions, including receipts, disbursements, and journal entries.</p><p>• Assist with monthly and year-end financial close processes, including preparing bank reconciliations, monthly recurring entries, and departmental statements.</p><p>• Contribute to the preparation and reconciliation of the annual budget.</p><p>• Perform reconciliation and disbursement of payables and commissions.</p><p>• Retrieve and organize financial statements from various online platforms for reporting purposes.</p><p>• Prepare and file Federal Excise Tax, PA Use Tax, and Surplus Lines Tax.</p><p><br></p>
<p><strong>We’re Hiring an Entry Level Staff Accountant in Baltimore, MD!</strong></p><p>If you’re looking to kickstart your accounting career with a fantastic team, you’ve just stumbled upon the role for you!</p><p> </p><p><strong>Who We Are:</strong></p><p>We’re a fast-paced, fun-loving company where numbers matter—but so do you! Think of us as a delightful blend of spreadsheets and smiles—yes, it’s possible.</p><p> </p><p><strong>What You'll Be Doing:</strong></p><ul><li>Playing detective with accounts payable: sorting invoices, verifying accuracy, and preparing payments like the responsible financial person you are!</li><li>Generating customer invoices and tracking incoming payments—seeing money come in is pretty satisfying!</li><li>Assisting with bank reconciliations and other cash transactions </li><li>Collaborating with your squad to knock month-end closing activities out of the park.</li></ul><p> </p><p><strong>Who You Are:</strong></p><ul><li>You’re detail-oriented to the core</li><li>You thrive in a fast-paced environment—when the pace picks up, you zoom right along with it!</li><li>You’re a team player who enjoys solving problems, cracking corny jokes, and celebrating big wins together!</li></ul><p> </p><p><strong>Why You’ll Love Working Here:</strong></p><ul><li>A supportive team that believes accounting can be equal parts impactful and fun!</li><li>Opportunities to grow your skills, learn new processes, and bring fresh ideas to the table!</li><li>A chance to work in beautiful Baltimore, balancing historic charm with vibrant city energy!</li><li>Other perks and team building activities — because accountants deserve perks too!</li></ul><p> </p><p><strong>Starting your accounting journey is a big deal, and we want to make it just as exciting as it is rewarding.</strong> If you’re ready to dive in and make an impact, apply today! </p><p> </p><p><em>(P.S. Fun fact: According to Robert Half insights, staff accountants are among the top positions in high demand. That means your skills aren’t just valuable—they’re essential.)</em> </p><p>Ready to turn this job posting into your dream job? Click “Apply Now” and let’s get this accounting adventure started!!</p>
<p>My client is a real estate company seeking a Corporate Accountant to assist their day-to-day operations in their Washington, DC office. The ideal person for the Corporate Accountant position will have experience with the month end close process, preparing monthly financial reports, experience with preparing appropriate journal entries, reconciling balance sheet accounts and an overall understanding of accounting compliance with US GAAP. This organization offers great opportunities for growth and an excellent benefit package including health benefits.</p><p><br></p><p>Daily responsibilities of the Corporate Accountant include:</p><p><br></p><p>· Prepare monthly financial reports.</p><p>· Prepare appropriate journal entries.</p><p>· Reconcile various balance sheet accounts.</p><p>· Research real estate accounting principles.</p><p>· Ensure company is in compliance with regulatory agencies.</p>
We are looking for a driven and detail-focused Entry Level Accountant to join our team in Hanover, Pennsylvania. This position offers an excellent opportunity for someone eager to gain hands-on experience in accounting while contributing to a collaborative and fast-paced environment. The role requires a proactive individual ready to engage with cross-functional teams and support accurate financial processes.<br><br>Responsibilities:<br>• Reconcile inventory records, purchasing data, and receiving documentation to ensure accuracy.<br>• Create purchase orders and coordinate with vendors to address delivery timelines, discrepancies, and order statuses.<br>• Assist in month-end closing activities, including preparing journal entries and financial adjustments.<br>• Perform accounts payable tasks and support invoicing and accounts receivable functions.<br>• Participate in financial analysis and project margin reviews to provide insights for decision-making.<br>• Collaborate with operations teams, project managers, and leadership to maintain accurate financial reporting.<br>• Provide administrative support related to accounting functions as needed.
<p>We are looking for an experienced Staff Accountant to join our team in Baltimore, Maryland. This is a Contract-to-permanent position, offering an opportunity to contribute to financial operations and project management. The ideal candidate will possess strong expertise in accounting systems, reconciliation processes, and budget preparation.</p><p><br></p><p>Responsibilities:</p><p>• Reconcile and analyze active projects between systems to verify alignment with Income and Expense statements.</p><p>• Review accounting functions and ensure compliance with standard procedures using journal and ledger systems.</p><p>• Provide financial data to leadership.</p><p>• Prepare detailed budget documents.</p><p>• Manage payroll processing, including verifying timesheets, and entering data.</p><p>• Coordinate correspondence with payroll processors and reconcile labor accounts monthly.</p><p>• Monitor vendor payments and collaborate with Accounts Payable to resolve outstanding issues.</p><p>• Perform additional accounting, budgeting, and administrative tasks as needed.</p>
<p>We are seeking a Staff Accountant to join our team based in Washington, District of Columbia. The role is located in Georgetown and provides free parking. The role is 100% in office. This role involves various accounting and administrative responsibilities within a dynamic organization. The successful candidate will manage all accounting and financial processes, ensuring accurate record-keeping and efficient operations. </p><p><br></p><p> Responsibilities: </p><p>• Oversee the full cycle of accounting duties, including but not limited to, accounts payable, accounts receivable, payroll and general ledger management. </p><p>• Prepare, analyze, and present monthly financial statements, budgets, and forecasts. </p><p>• Conduct bank reconciliations, manage cash flow, and ensure accurate financial record-keeping. </p><p>• Handle invoicing, bill payments, and expense reporting in a timely manner. </p><p>• Collaborate with external accountants for tax preparation and annual audits. </p><p>• Communicate effectively with vendors, project managers, designers, and clients on any issues around billing and invoicing. </p><p>• Manage administrative and operational tasks of the office, including but not limited to, managing leases, insurance, supplies, equipment, and facility emails and files. </p><p>• Maintain employee records, including attendance, benefits, and performance evaluations. </p><p>• Address employee inquiries and resolve HR-related issues in accordance with labor laws and company policies. </p><p>• Oversee day-to-day office operations, including supply management, equipment maintenance, and vendor relationships. </p><p>• Develop and implement office policies and procedures to improve efficiency. </p><p>• Coordinate meetings, events, and travel arrangements for staff. </p><p>• Provide administrative support to the leadership team as needed. </p><p><br></p><p> Please reach out to Ian Gainor via LinkedIn if interested.</p>
<p>Robert Half has partnered with a stable client on their search for a Staff Accountant with proven GL expertise. The responsibilities for this Staff Accountant role consist of handling general accounting operations such as: assisting with accounts payable/receivable activities, reviewing general ledger accounts, creating/processing invoices, preparing financial reports, assisting with financial research, maintaining internal controls, providing administrative support, and collaborating with financial resources/vendors as needed. The ideal candidate for this role should have possess great day-to-day accounting abilities in compliance with US GAAP standards and firm policies. We are looking for someone with strong problem-solving skills and can maintain accurate financial records and contribute to the overall financial health of the firm.</p><p><br></p><p>Everyday Responsibilities</p><p>· Support daily accounting functions</p><p>· Prepare and maintain general ledger entries and reconciliations</p><p>· Process accounts payable/receivable transactions</p><p>· Manage time and billing data, including attorney billable hours</p><p>· Reconcile bank accounts/financial statements/tax returns</p><p>· Perform monthly profit and loss analysis</p><p>· Document asset, liability, revenue expenses</p><p>· Prepare financial reports for management and partners as needed</p>
<p>We are looking for a dedicated and detail-oriented Staff Accountant! This long-term contract position is based in Columbia, Maryland, and requires a hands-on approach to maintaining compliance, monitoring assets, and meeting deadlines. The ideal candidate will possess strong analytical skills and a commitment to delivering high-quality work in a collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and monitor fixed asset records.</p><p>• Process additions, retirements, transfers, and cost adjustments for fixed assets while meeting monthly and project deadlines.</p><p>• Calculate and post depreciation expenses for financial statements and internal reporting purposes.</p><p>• Reconcile detailed fixed asset records with general financial accounting records to ensure alignment.</p><p>• Prepare period-end reconciliations and compile quarterly audit schedules.</p><p>• Create intercompany invoices to document the transfer of fixed assets between entities.</p><p>• Assist fixed asset owners by ensuring capital items are promptly accounted for and providing guidance as needed.</p><p>• Prepare and post journal entries, including reclassifications to and from equipment-in-process accounts.</p><p>• Ensure timely closure of fixed asset accounts in alignment with reporting deadlines.</p><p>• Adhere to U.S. compliance standards and internal control requirements throughout all processes</p>
<p>My client is a company within the real estate industry looking for a Senior Accountant to fill the role in their DC office. The ideal Senior Accountant for this role will be responsible for assisting the accounting team with the day-to-day operations and ensuring the financial statements are reported accurately. The responsibilities for the Senior Accountant will include preparing monthly and quarterly financial statements, assisting with invoicing, posting various journal entries, reconciling the balance sheet accounts and collaborating with the team to achieve goals. This organization has room for growth and offers good benefits, including medical and dental benefits. </p><p><br></p><p>Daily responsibilities of the Senior Accountant include:</p><p><br></p><p>· Prepare financial statements.</p><p>· Assist with month-end close process.</p><p>· Reconcile various balance sheet accounts.</p><p>· Post journal entries.</p><p>· Assist with other ad hoc duties.</p>
<p>We are looking for a skilled Senior Accountant to join our team in Silver Spring, Maryland. In this role, you will be responsible for managing financial records, ensuring compliance with accounting standards, and supporting business operations through precise reporting and analysis. This is an excellent opportunity for someone with expertise in accounting systems and a commitment to accuracy.</p><p><br></p><p><strong>Major Responsibilities</strong></p><p>· Implement revenue generating control systems</p><p>· Process accounts payable/receivable transactions</p><p>· Data Analysis & Reporting</p><p>· Balance Sheet Reconciliations</p><p>· Process vendor payments via ACH</p><p>· Monitor and document travel expenses</p><p>· Oversee the month end close process</p><p>· Prepare financial reports</p><p>· Consolidating financial statements</p><p>· Ensure compliance with GAAP</p>
<p>🚨<strong> RARE OPPORTUNITY – Join a Growing Private Equity Team</strong> !!🚨</p><p> </p><p>Looking for top notch talent and communicators!! Are you a top performer coming from a large public accounting firm, looking to take your career to the next level?</p><p>We have the perfect opportunity for you!!</p><p> </p><p><strong>Position</strong>: Senior Accountant / Accounting Manager (DOE)</p><p> </p><p>Robert Half has partnered with a dynamic and growing private equity firm, looking to bring on a talented accounting professional who thrives in fast-paced environments and has a strong background in either public accounting, private equity, or a mid-size to large corporation. If you’re ready to leverage your audit and financial reporting expertise to make a meaningful impact in the investment space, we want to hear from you!!</p><p> </p><p><strong>Who We’re Looking For</strong>:</p><ul><li>4+ years of experience in public accounting (Big 4 or large national firms preferred).</li><li>CPA certification / CPA candidate preferred</li><li>Strong understanding of GAAP, financial reporting, and accounting principles.</li><li>Experience in private equity, investment funds, or asset management is a plus.</li><li>Strong analytical, organizational, and communication skills.</li></ul><p> </p><p><strong>Why Join Us?</strong></p><ul><li>Be part of an innovative, growth-oriented firm.</li><li>Work with an exceptional team of professionals.</li><li>Competitive salary and benefits package.</li><li>Opportunities for career growth and development in the private equity space.</li></ul><p> </p><p><strong>How to Apply</strong>:</p><p>Send your resume to Tracy Kaszuba directly through LinkedIn, or email Tracy your resume at the Robert Half email address in my profile. </p><p>#RobertHalf #Hiring #SeniorAccountant #SeniorAssociate #AccountingManager # AuditManager #PrivateEquity #PublicAccounting #CareerOpportunity</p>
<p>My client in Loudon County, VA, a well-respected, well-established, and growing ($2B+ in revenue) construction company, is looking for a detail-oriented project accountant to join their team. This role focuses on managing financial operations for construction projects, ensuring accurate cost tracking, compliance, and profitability analysis. You will be assigned a very large construction project along with smaller less complex projects. This job is primarily onsite 4-5 days. This is a project accountant position and the company favors candidates with construction experience.</p><p><br></p><ul><li><strong>Project Billings</strong>: Compile, prepare, and analyze monthly project billings in accordance with contract requirements.</li><li><strong>Financial Analysis</strong>: Perform financial analysis and reconcile project costs against the project budget.</li><li><strong>Vendor Compliance Management</strong>: Oversee vendor compliance, including managing insurance, lien waivers, retention, and W-9s.</li><li><strong>Cost Tracking and Reporting</strong>: Produce and analyze job performance and profitability through job cost tracking reports.</li><li><strong>Status Reporting and Budget Maintenance</strong>: Assist in the preparation of status reports while maintaining accurate project statuses and budget information.</li><li><strong>Issue Resolution</strong>: Identify and resolve both basic and complex project-related accounting issues in a timely manner.</li></ul><p><br></p><p>If you are interested in this position, please apply to this posting or send your resume in confidence to Cesario Brooks. Find me on LinkedIn.</p>
<p>Are you a Senior Accountant or experienced Auditor withing a CPA firm looking to take your career to the next level within a dynamic and complex corporate finance environment? This is your opportunity to step into a high-impact role where you’ll collaborate with executive leadership, hone your financial reporting expertise, and contribute to organizational initiatives across departments. We are seeking a motivated Corporate Accounting Analyst to support the Chief Accounting Officer and Corporate Controller as a key member of the Finance team. This role is ideal for someone who thrives in a fast-paced environment, values ownership and accountability, and is eager to grow into a leadership position.</p><p><br></p><p>Key Responsibilities</p><p><br></p><p>Financial Reporting & Analysis:</p><p>- Work with multi-layered, multi-division financial reporting structures, including approximately 50 subsidiaries, an expanding international footprint, and shared service centers.</p><p>- Perform intercompany eliminations, currency conversions, general ledger reconciliations, corporate allocations, and adjusting journal entries.</p><p>- Prepare monthly, quarterly, and annual financial statements for internal and external purposes.</p><p>- Assist with annual financial audits and corporate tax preparation.</p><p>- Contribute to automation initiatives by working with internal programmers to streamline transactions, reporting, and reconciliations.</p><p><br></p><p>Budgeting, Forecasting, and Strategic Initiatives:</p><p>- Support corporate budgeting, forecasting, and controls, including analyzing and reporting on - revenue, overhead costs, cash flow, and staffing fluctuations.</p><p>- Partner with the Chief Accounting Officer and Corporate Controller to drive Finance Department initiatives, including internal control enhancements and the adoption of new accounting standards.</p><p>- Periodically participate in cross-departmental activities, such as HR, legal, and procurement initiatives.</p><p><br></p><p>Cross-Functional Collaboration:</p><p>- Communicate and coordinate effectively with operating divisions, corporate departments, and external financial partners.</p><p>- Contribute to finance department process improvements and strategic corporate initiatives.</p><p><br></p><p>Please apply directly to this post for consideration. If you have additional questions, please contact Lee Chernett, VP at Robert Half Finance & Accounting, via LinkedIn.</p>
<p> </p><p><strong>Senior Accountant / Staff Accountant (DOE) Extraordinaire Wanted!!</strong></p><p> </p><p>Are you someone who thrives on solving financial puzzles, loves crunching numbers, and dreams of making an impact without the corporate monotony? Well, we’ve got your dream job right here! Come join this growing public accounting firm that is looking to add to their team that provides outsourced accounting solutions! We are on the lookout for an upbeat <strong>Senior Accountant</strong> <strong>/ Staff Accountant (DOE)</strong> who’s ready to take charge and help our clients conquer all things accounting! </p><p> </p><p><strong>What You'll Do:</strong></p><ul><li><strong>Client Engagement:</strong> Be the go-to accounting guru for a fun mix of industries. You’ll manage client relationships like a pro while delivering financial insights.</li><li><strong>Books to Brilliance:</strong> Lead end-to-end outsourced accounting services—whether it’s reconciling accounts, maintaining ledgers, or fine-tuning financial reporting, you’ve got it covered.</li><li><strong>Process Prodigy:</strong> Work smarter, not harder by streamlining workflows, sharing best practices, and keeping everything humming smoothly.</li><li><strong>Mentorship:</strong> Be the "go-to resource" for our junior team members as you guide them through the process with patience and wisdom.</li><li><strong>GAAP Guru:</strong> Ensure all deliverables follow professional standards and amaze clients with your compliance prowess.</li></ul><p> </p><p><strong>Why You'll Love Working here:</strong></p><ul><li><strong>Client Variety That’ll Keep You on Your Toes:</strong> From tech startups to local nonprofits, you’ll never have the same day twice.</li><li><strong>Fun Firm Culture:</strong> Bring your personality to work! We celebrate wins just as much as we celebrate fantastic snacks at team meetings.</li><li><strong>Career Growth:</strong> Whether you want to specialize, lead, or learn new skills, we’ll support you every step of the way! Think of us as your career co-pilot.</li><li><strong>Competitive Compensation:</strong> Your hard work deserves recognition, both in perks and in pay.</li></ul><p><br></p><p><strong>Next Steps? We’re Glad You Asked!!</strong></p><p> </p><p>If you’re ready to join an accounting team that’s redefining the game of outsourced client services, we’d love to meet you. Polish up that resume, bring your positive energy, and apply now! Let’s make some financial magic together!!</p><p><br></p><p>Send your resume to Tracy.Kaszuba at RobertHalf or to Tracy Kaszuba on LinkedIn and mention this role! Can't wait to hear from you!!</p>
We are looking for a highly organized and detail-oriented Accounting Clerk to join our team in Washington, District of Columbia. In this role, you will provide essential administrative support to Financial Advisors, ensuring smooth operations within a dynamic Wealth Management environment. If you thrive in a fast-paced setting and enjoy working collaboratively to deliver excellent client service, this position is for you.<br><br>Responsibilities:<br>• Schedule and coordinate client meetings, ensuring all necessary materials are prepared in advance.<br>• Plan and organize company events, including logistics and communication with attendees.<br>• Proofread memos and assist in the preparation of well-crafted client reports.<br>• Maintain accurate records of client information, contracts, portfolio logs, and industry-specific forms.<br>• Manage and update calendars for appointments, meetings, and conferences using Outlook.<br>• Monitor pending business paperwork, track outstanding documents, and provide timely updates to Financial Advisors.<br>• Handle incoming calls by prioritizing responses, providing requested information, or redirecting inquiries to the appropriate team member.<br>• Foster strong client relationships through excellent customer service and proactive account maintenance.<br>• Anticipate the needs of Financial Advisors and address them effectively.
