AdvicePeriod is a rapidly growing SEC-registered investment advisor (RIA), with the mission to reinvent wealth management by integrating new advisory services, leveraging the best in RIA technology.At AdvicePeriod, our culture drives our business.
Since being ranked the 1 Place to Work in Los Angeles in 2016, we’ve grown from a single office to 13 locations nationwide.
As a national network of like-minded advisors, we are proud to be named one of Inc.
Magazine’s Best Workplaces 2018.We are committed to building the wealth management firm of the future and that starts with attracting and retaining the best people in the industry.
We are currently seeking a Staff Accountant to join our growing team.What you do:As a key member of our Core Family Office Services (CFOS) team, you work to ensure the client’s daily financial needs are taken care of including financial reconciliation, accounts payable, reporting, and cash flow analysis.
Additionally, you will be responsible for helping draft and deliver monthly and quarterly financial statements as well as onboard new clients.
The Staff Accountant enthusiastically pursues opportunities to learn and works with precision and accuracy.Your Responsibilities:Perform daily reconciliation of bank accounts and credit card transactionsProcess bill pay on behalf of clientsOversee vendor verification process including collection and organizing of W-9’sCash management including processing wire transfers and review of cash balancesMonthly / Quarterly / Annual report generationWhat You Bring:1-3 years of Accounting experienceBachelor’s degree requiredTax accounting knowledge with a desire to learn and pursue advanced degrees/designations (CPA, EA, etc.)Detail-oriented with the ability to meet sharp deadlinesProactively communicate effectively with all teammatesA self-starter, someone who gets excited at a challenge, and has an “Until it’s done” attitudeWhat We Offer:Competitive salary, team-based incentive plan, 401(k), and medical/dental/vision benefitsFinancial support for approved designations and coursesTraining through company-sponsored eventsAn Inc.
Best Workplace and Entrepreneur Top Culture environmentMentorship opportunitiesAdvicePeriod provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.H1bIEFPXU2