ACCOUNTING OPERATIONS SPECIALIST - REMOTE

Overview

This is a fully remote role supporting Southern California applicants. The organization operates in the financial services sector, handling confidential client portfolio transactions and related communications, including capital calls and cash and stock distributions.

Responsibilities

• Analyze and process routine and non-routine confidential correspondence related to client portfolio transactions
• Prepare and send client portfolio transaction letters
• Monitor and distribute general correspondence received via email to the 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 with the ability to manage multiple tasks
• Proficient in Microsoft Excel and Microsoft Word

Compensation & Benefits

• Salary range between $60,000 and $70,000 USD, with eligibility for overtime and 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 position for Southern California applicants

Equal Opportunity

The employer is an equal opportunity employer and is committed to creating an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.