Staff Accountant

Bridgeport, PA 19405

Posted: 05/03/2021 Employment Type: Direct Hire Job Number: 836

Job Description

Staff Accountant

A wealth management firm in Conshohocken is seeking a Staff Accountant for a full-time, direct-hire opportunity. The Staff Accountant will work within our accounting team on a select group of ultra-high net worth client accounts.

Staff Accountant Responsibilities:
  • Bill Pay (AR/AP)
  • Cash management
  • Bank and credit card reconciliation
  • Maintain general ledgers for individuals, trusts, investment entities, family partnerships, and operating companies
  • Assist with monthly reporting
  • Maintenance and upkeep of CRM data
  • Prepare budgets
  • Special projects as required

Staff Accountant Job Requirements:
  • 2+ years’ experience
  • Bachelors in Accounting or related field
  • Familiarity with investments
  • Experience with QuickBooks a plus
  • Proficient in Excel
  • Strong attention to detail
  • Ability to work within a team centered environment


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