Direct-hire search, Princeton, NJ
Open roles Wealth management and banking

Financial Services Assistant

Houston, TX, onsite, $46k to $48k

Field
Wealth management and banking
Location
Houston, TX
Work model
Onsite
Level
Entry
Pay
$46k to $48k

What you would own

  • Backup to non-hospital monthly billing: Consult with attorneys to generate prebills.
  • Write up/Write Down of any billable time, as requested by attorney.
  • Verify fees to be billed adhere to client contractual agreements.
  • Create and process vendor bills in QuickBooks Online (QBO) Prepare and issue checks for vendor and firm expense payments Run and review QBO reports (e.g., Accounts Payable aging, expense detail) to support month-end close.
  • Perform monthly expense reconciliation between QBO and Clio, researching and resolving discrepancies Any special projects as requested.

What they are looking for

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
  • The requirements listed below are representative of the knowledge, skill, and/or ability required.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Bachelor of Business Administration (B.B.A.), an emphasis in Accounting preferred.
  • In lieu of a Bachelor's degree, one to three years of related accounting experience and/or accounting training is required.
  • Ability to write routine reports and correspondence.
  • Ability to speak effectively before groups of customers or employees of organization.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • To perform this job successfully, an individual should have knowledge of Word Processing software (e.g., Microsoft Word); Spreadsheet software (e.g., Microsoft Excel); and accounting/practice management software, including QuickBooks Online (QBO) and Clio.
  • Please reference job ID #72468.

Everything above is the hiring company’s own words, with the company name taken out. The name, the team, and the interview steps come with the first conversation.

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