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Business Management Manager
Moss Adams
Los Angeles, CA, United States
Job Details - this job has expired, please see similar jobs below
Description
Why Moss Adams? Moss Adams brings more West to business. At Moss Adams, we’re excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper. With more than 2,600 professionals across 20-plus locations in the West and beyond, we provide the world’s most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity.
Introduction to the team
Business Management/Family Offices’ teams deliver quality personal financial planning and management services to high net worth individuals and their investments.
Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.
Responsibilities:
• Maintain and enhance client relationships by providing high quality support to client accounts
• Primary client contact, coordinates flow of information from and to the client
• Able to fully run and control "desk", maintain client files
• Makes bank deposits and prepares bank reconciliations; resolves discrepancies as they arise
• Maintain general ledger and verifies for accuracy
• Reviews and records broker statement activity
• Prepares reports and tax packages for clients
• Generates and records cash receipts and disbursement transactions for client accounts
• Produces and codes checks as needed
• Mentors and trains staff and seniors
• Work with Partners on new business development
Qualifications:
• High School diploma or equivalent required; Bachelor’s degree in accounting, business administration, finance, or management preferred
• Minimum of 8 years of family office/business management or related experience
• Experience working with and knowledge of the various types of personal insurance, investment vehicles and complex investment transactions
• Understanding of basic tax principles regarding record keeping, gifting and trusts
• Excellent customer service skills (internal and external)
• Strong written and verbal communication and interpersonal skills
• Ability to simultaneously handle multiple priorities, tasks and projects in a deadline driven environment
• Ability to handle confidential material in a reliable manner
• Ability to work effectively both as part of a team and independently
• Attention to detail and accuracy
• Excellent organizational skills
• Ability to work overtime, as needed
• Proficient with Microsoft Office
Here, you’ll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That’s why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.
Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.