Job Description

• Manage and process quarterly client billing via our performance reporting software and our custodial platforms. Work with our Operations Team to ensure accuracy and collections.
• Employ our online bill pay system to process accounts payable and expense reimbursements.
• Use our online accounting software to generate financial reports as needed and for annual tax preparation.
• Generate advisor-specific activity and revenue development metrics for quarterly reporting.
• Prepare performance and asset flow data for quarterly valuation purposes.
• Update shareholder equity statements based on updated valuations.
• Communicate financial metrics to the President/CFO.
• Manage the preparation and processing of payroll for personnel.
• Assist department managers with hiring staff, including posting jobs online, scheduling interviews, and generating offer letters.
• Implement personnel onboarding and off-boarding procedures.
• Oversee benefits enrollment and management.
• Ensure compliance with HR policies and procedures.

Job Requirements

• Bachelor's/ Master's Degree can apply.
• 4-5 years experience in a related field.
• Effective interpersonal, listening, writing, and communication skills.
• Ability to work closely with senior management within a fast-growing, entrepreneurial.
• Strong analytical skills paired with a systematic approach.
• Strong interpersonal and communication skills
• Ability to collaborate, provide technical support and training on HR best practices.

Source: Froxjob

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