A reputable firm in the finance industry is looking for a Portfolio Accountant to add to their team. Since the job responsibilities are so unique to their firm and industry, this position is a temporary opportunity where the original temporary timeline could get extended. The team is looking for someone who has at least a year of accounting experience and who is very detail oriented. Since you will be reconciling client statements and monitoring account activity, high attention to detail is crucial. In addition, you will be working with a few different software programs and need to be a strong Microsoft Excel user (pivot tables). The office is in Seattle, WA but they will train you and allow you to work remotely. This will be an attractive position to add to your resume.
Reconciling client accounts
Updating client information and ensuring contract terms are accurate
Setting up billing and creating invoices
Processing and updating compliance reports
Additional projects as needed
Desired skill set:
Bachelor’s degree in finance, economics, accounting, or related field
At least a year of experience in finance or accounting
Intermediate Microsoft Excel skills (pivot tables)
Strong attention to detail and independent thinker
This position offers a quick interview process. If you would like to be considered for this position, please apply now and submit your resume. Thank you for your application!
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records