Blue Trust · 3 months ago
Client Accounting Coordinator (Wealth Solutions) - Sports & Entertainment
Alpharetta,GA,US
Full-time
Onsite
Mid, Senior Level
5+ years expBlue Trust is a company specializing in Wealth Solutions, and they are seeking a Client Accounting Coordinator. The role involves handling client bill-pay functions, managing custody accounts, and providing concierge client services while maintaining compliance with company standards.
AdviceFinanceFinancial ServicesWealth Management
Responsibilities
Processes confidential client financial information and performs bookkeeping, record keeping, managing of custody accounts, and bill paying services for individual and small business clients
Processes new custody accounts, manages bank contacts, and coordinates custody account set up process with internal compliance, client, and external banking representatives
Assists with concierge client services requiring research and project coordination as well as one-off projects as needed
Assists with client service needs
Files expense reports and makes travel arrangements for manager
Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values
Maintains the highest Compliance standards by adhering to the Company’s Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the Company
Qualification
Required
Desire to serve clients and co-workers with excellence
High level of proficiency in accounting software applications, such as AgiLink, Quicken, and QuickBooks
Aptitude and passion for learning new things quickly with a strong work ethic
Proven research, correspondence, and problem solving skills
Proactive planning and responsiveness to urgent needs
Ability to make independent judgments and see the 'big picture' surrounding responsibilities and tasks
Capability to excel in a team environment
Strong communication skills, both verbal and written
Strong organization skills and systems acumen
Strong business mathematical skills and keen attention to detail
Personal integrity and ability to discreetly handle confidential data
Adept at prioritization with ability to complete multiple time-sensitive tasks
Excellent computer skills with strong proficiency in Microsoft Excel and Word
Ability to work in a fast-paced environment that requires flexibility and responsiveness
Minimum of five (5) years' prior experience in administrative support, customer service, or accounting is required
Preferred
Bachelor's degree in Management, Business, Finance, Accounting or a related field is strongly preferred
Prior experience in a support role in a financial, investment, banking, or accounting company is strongly preferred
Company
Blue Trust
Blue Trust provides wealth management and fiduciary advice services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
J
Judy Blue
Founder
Ron Blue
Founder
Company data provided by crunchbase