Chief Accounting Officer
Bell & Associates, Inc. has been engaged to conduct an exclusive search for our client’s next Chief Accounting Officer.
Compensation - $225-275k plus 50% bonus potential and stock, relocation assistance is available for this role
Interview Process – Interviews will take place over the next few weeks.
As a key leader within Company’s finance organization, the Chief Accounting Officer (CAO) will be responsible for managing the global ...
The primary responsibilities of this position include:
• Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
• Demonstrate understanding of the client’s business including analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
• Achieve charge hour goals
Summary: Provides administrative support to one or more Financial Advisors to assure that client needs are met.
Responsibilities include but are not limited to:
• Service clients in a pleasant, professional manner and respond to routine inquiries. Provide clients with requested information such as account balances, stock quotes or other account-related information.
• Ensure that all appropriate account documentation is obtained and maintained.
• Act on behalf of the Financial Advisor by ...
As a member of the Client Operations team, you will act as a point of contact for operational activities and client inquiries. In this role, you may have daily contact with Client Service, Client Management, Centers of Excellence and Business Unit Shared Service teams.
Perform assigned daily operations and processes including, but not limited to:
Account Administration including account openings, billing set up, tax reclaims/tax documentation, market ...
Jan 31 -
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