- Marshal Assets for Reporting Purposes to the Probate Court
- Establish Productive, Professional Relationships with Key Personnel Assigned to Client Accounts
- Collaborate with Internal Team and External Financial Partners to Develop Fluid Relationships.
- Investigate and Research Leads on Client Accounts.
- Serve as Primary Liaison and Contact Between Internal and External Partners.
- Reconcile Monthly Bank and Investment Statements
- Make Calls and Follow up on Accounts Receivables
- Other Various Accounting Responsibilities
- Confident, Self-Starter Who Works Well Independently
- Ability to Prioritize and Multitask
- Positive and Professional Demeanor
- Excellent Written and Verbal Communication Skills
- Excel and MS Office Proficiency Required
- Flexible to Evolving Responsibilities and Change
- Prioritizes and Sets Expectations on Deliverables
- Required Bachelor Degree in Accounting, Finance or Related Field or Equivalent
- 3-5 Years of Experience in Accounting or Similar Function
- Work in Office at
- Ability to Handle and Process Confidential and Sensitive Account Information
- Competitive Compensation
- Blue Cross Blue Shield Health, Dental and Optical Insurance
- 401K Retirement with Employer Match
- Employer Sponsored Life Insurance, Long-Term & Short-Term Disability
- Generous Vacation/PTO Structure
- Performance Bonus
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Accounts Coordinator/AR Specialist - Lansing, United States - Siporin & Associates
Description
Job DescriptionJob Description
Conservatorship Account
Coordinator/Accounts
Receivable Specialist
Job Summary:
Siporin & Associates, Inc.
is looking for an individual who will take the lead in marshalling assets for new clients and working as part of the accounts receivable team.
This person will research and establish contact with financial institutions, investors and account managers gathering information and transferring assets to the newly established conservatorship file.
This includes working with internal team members on establishing an initial budget, receiving and reconciling bank accounts. Assisting team members with opening new accounts, bank/investment accounts. Sending out monthly invoices and making calls to follow up on open receivables.Summary of Responsibilities:
The Ideal Candidate:
Required Qualifications:
What We Offer: