Expired: 18 hours ago. Applications are no longer accepted.
Innovative financial firm in the Bryn Mawr, PA area is looking for a strong Senior Accountant with wealth management experience. The Senior Accountant will work directly with a finance team to build and preserve trusting relationships with their customers. This Senior Accountant should have heavy managerial and technical skills along with excellent verbal and written communication skills. Primary Duties•Organize and execute plans that ensure mutual profit•Process client payments•Provide excellent service to clients•Monitor cash accounts•Oversee daily transactions related to client assets•Inspect cross functional work areas•Reporting and reconciliation of accounts•Portfolio tracking and reporting•Resolve customer inquiries quickly and effectively
Bryn Mawr,PA USA
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