Assistant Account Manager - Business Management Family Office

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!  

We are looking for an Assistant Account Manager to join our Advisory Department. As an Assistant Account Manager, you will be responsible for:

• Responsible for Bill Pay functions
• Enter cash receipts and maintain commission/payment schedules
• Perform bank reconciliations
• Post/download and analyze credit card activity for proper coding
• Book payroll from outside payroll provider records with guidance from Account Manager
• Making Address changes
• Communicate with vendor and resolve any vendor issues
• Communicate with all members of the internal engagement team
• Post investment activity to accounting software
• Prepare 1099's with guidance from Account Manager
• Assist in gathering year-end tax package documents
• Maintain electronic filing system & coordinate/organize administrative requirements (filing, scanning, shredding, etc.)
• Administrative Duties- Filing, shredding, etc.

• Bachelor’s degree preferably in Business (Accounting, Finance, Business Management)
• Outstanding written, verbal and interpersonal skills 
• Ability to multi-task and shift focus as needed 
• Strong attention to detail 
• Multi-tasker 
• Knowledge of Quickbooks and/or Datafaction a plus 
• Proficient in Microsoft Office Applications