Aspiriant is the leading independent wealth management firm with offices spanning the
United States. We recognize and respect the value and contributions of each staff member
to the overall success of our company, and strive to cultivate a work environment that
strikes an agreeable balance between our professional and personal lives.
As a member of the Wealth Management Team, the Expense Management (EM) Associate is
responsible for supporting the EM department with heavy data input, transactions and
reconciliations using various accounting software. The Associate will assist in establishing
new client bank accounts, preparation of various cash management report and financial
reports, and follow up and review of client activity. The Associate must be able to efficiently
and effectively work with a number of members on the client service teams and manage a
heavy workload, while adjusting to changing priorities.
Specific Responsibilities
Heavy usage of QuickBooks accounting program
o Input of bank account transactions
o Input of credit card and on-line transactions
o Input of brokerage account transactions
o Input of transactions for tax return preparation purposes
Reconciliation of bank and brokerage accounts for in-house clients
Preparation of in-house checks, deposits and deposit tickets
Research and assist in client’s vendor management including issues and disputes
Preparation of new account banking documents
Prepare journal entries through Data Entry Forms (DEF’s)
Preparation of cash flow and cash management reports
Preparation of cash flow projections
Preparation of budgets and comparison of actual to budget
Preparation of other departmental reports and client service tools
Assist in document scanning and maintain client data files
Interact and team with other departments (WM/TS/IOps) as needed to complete
responsibilities
Perform other duties as assigned
Qualifications
Must be Proficient in QuickBooks, Excel and Word. Experience with electronic filing systems and Adobe Acrobat preferred. Datafaction and Quicken experience is helpful
At least 2-4 years of professional experience in an accounting or business management environment preferred
Self-starting; and can work successfully both independently and alone with minimal supervision
Must be able to work successfully in a fast paced, deadline driven work environment
Must be detail oriented with a high degree of accuracy
Must be able to multi-task and stay organized
Must be detail oriented with a high degree of accuracy
Ability to set priorities among a variety of tasks and heavy volume of work
Ability to consistently meet deadlines
Excellent oral and written communication skills within a diverse office environment
Impeccable ability to maintain confidentiality
Excellent personal and professional references
Bachelor’s Degree or equivalent experience in business, accounting, finance, economics or related field is preferred
If you’re looking for a place where you can take ownership of your work, the pace is fast, and the environment is built around the importance of open communication and team building, then we want to hear from you.
Aspiriant offers a unique and generous benefits package which reflects our commitment to attracting and retaining great people. This includes a competitive salary and vacation plan and unrivalled career advancement opportunities, to name just a few.
Position is open until filled, available immediately. Applicants should email a cover letter and resume and salary requirements (applicants that do not include salary requirements will not be considered) to hr-em@aspiriant.com, or alternatively, mail to: Jeff Spencer, Manager — Human Resources, Aspiriant, 11100 Santa Monica Blvd., Suite 600, Los Angeles, CA 90025. E-mail is preferred. No phone calls please.
We value a diverse work environment and encourage qualified individuals to apply, regardless of race, religion, disability, national origin, veteran status, gender and age.
Aspiriant is an Equal Opportunity Employer.
Aspiriant is committed to diversity.
www.aspiriant.com
- Location: West Los Angeles
- Principals only. Recruiters, please don’t contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.
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