ACCOUNTING OPERATIONS SPECIALIST - REMOTE

Overview

This is a fully remote position supporting clients in the financial services sector. The organization manages client portfolio transactions involving capital calls, cash, and stock distributions, with a focus on accurate and confidential processing of financial correspondence and transactions.

This role supports remote work for qualified candidates based in Southern California.

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 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
• 2 to 3 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: $60,000 to $70,000 USD
• Eligibility for overtime
• One discretionary bonus per year
• Health care package with minimal employee contribution
• Generous 401(k) match
• Ten company-paid holidays and vacation accrual

Location

Remote position for Southern California applicants.

Equal Opportunity

The employer is an equal opportunity employer and provides consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.