(strong(AdvicePeriod(/strong( 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.(br((br(At AdvicePeriod, our culture drives our business.
Since being (strong(ranked the #1 Place to Work in Los Angeles in 2016(/strong(, 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.(br((br(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 (strong(Staff Accountant (/strong(to join our growing team.(br((br((strong(What you do:(br((br((/strong(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 (strong(Staff Accountant(/strong( enthusiastically pursues opportunities to learn and works with precision and accuracy.(br((br((strong(Your Responsibilities:(br((/strong((ul((li(Perform daily reconciliation of bank accounts and credit card transactions(/li((li(Process bill pay on behalf of clients(/li((li(Oversee vendor verification process including collection and organizing of W-9’s(/li((li(Cash management including processing wire transfers and review of cash balances(/li((li(Monthly / Quarterly / Annual report generation(br((br((/li((/ul((strong(What You Bring:(br((/strong((ul((li(1-3 years of Accounting experience(/li((li(Bachelor’s degree required(/li((li(Tax accounting knowledge with a desire to learn and pursue advanced degrees/designations (CPA, EA, etc.)(/li((li(Detail-oriented with the ability to meet sharp deadlines(/li((li(Proactively communicate effectively with all teammates(/li((li(A self-starter, someone who gets excited at a challenge, and has an “Until it’s done” attitude(br((br((/li((/ul((strong(What We Offer:(br((/strong((ul((li(Competitive salary, team-based incentive plan, 401(k), and medical/dental/vision benefits(/li((li(Financial support for approved designations and courses(/li((li(Training through company-sponsored events(/li((li(An Inc.
Best Workplace and Entrepreneur Top Culture environment(/li((li(Mentorship opportunities(br((br((/li((/ul((em(AdvicePeriod 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.(br((br((/em(Powered by JazzHR(br((br(FcVYpWvRiI