About this role
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 (https://www.hcvt.com/careers-move-forward-your-way) section to learn more
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $55,000 to $65,000 plus overtime.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
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