ACCOUNTING OPERATIONS SPECIALIST - REMOTE
Overview
Fully remote position supporting the financial services team managing client portfolio transactions, including capital calls, cash, and stock distributions. This role is available to qualified candidates based in Southern California.
The Accounting Operations Specialist will process and analyze confidential client portfolio transactions and correspondence, maintaining accurate communication and ensuring timely wire processing through the treasury system.
Responsibilities
- Analyze and process routine and non-routine confidential correspondence for client portfolio transactions
- Prepare and send client portfolio transaction letters
- Monitor and distribute general correspondence received via email to appropriate departments
- Maintain and communicate wire instructions from the database
- Ensure timely and accurate wire processing through the treasury system
- Perform other duties and special projects as assigned
Requirements
- Bachelor’s degree in a business-related field
- Two to three years of full-time experience in bookkeeping or a closely related position
- Detail-oriented, proactive, and resourceful
- Strong communication skills
- Self-motivated, able to manage multiple tasks
- Proficient in Microsoft Excel and Microsoft Word
Compensation & Benefits
- Salary range: $60,000 to $70,000 USD
- Overtime eligibility
- One discretionary bonus per year
- Health care package with minimal employee contribution
- Generous 401(k) match
- Ten company-paid holidays and vacation accrual
Location
Fully remote; remote work is supported for qualified candidates based in Southern California.
Equal Opportunity
Equal opportunity employer. Diversity is celebrated, and an inclusive environment is provided. All qualified applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.