Staff Accountant

Bridgeport, PA 19405

Posted: 12/29/2020 Employment Type: Direct Hire Industry: Accounting Job Number: 820

Job Description

An established Wealth Management Firm  is seeking a Staff Accountant to work within their accounting team on client accounts. This role will focus on the accounting needs of our clients.

Responsibilities of Staff Accountant:
  • Perform Monthly and Year end closings
  • Prepare budgets
  • Prepare Financial statements and ad hoc reports
  • Maintain General Ledgers
  • Reconcile balance sheet accounts
  • Cash Management
  • AR/AP
  • Investment Accounting
  • Special projects as required

Requirements for Staff Accountant:
  • 2+ years relevant experience
  • Bachelors in Accounting and/or Finance
  • Proficient in Excel
  • Experience with QuickBooks
  • Experience with Advent is a plus
  • Experience in Auditing a plus


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