Staff Accountant chez Sanctuary Wealth Group LLC

Description

Staff Accountant

This position is for Sanctuary Wealth - Corporate. 

We are only accepting applicants who are currently local to: San Antonio, TX / Indianapolis, IN / Omaha, NE / or Miami, FL

     *PLEASE DO NOT APPLY IF YOU ARE UNABLE TO RELIABLY COMMUTE to one of the cities listed above.

Summary - Responsible for assisting the Sanctuary Wealth Group accounting team with accounts receivable, cash receipts and Treasury activity as well as backing up accounts payable.

Essential Duties and Responsibilities:

To perform the job successfully, the individual must be able to perform each essential duty satisfactorily:

· Prepare and complete accurate journal entries

· Conduct general ledger account reconciliations timely and accurately

· Daily cash reconciliations across multiple accounts

· Analyze account activity and provide variance explanations to Finance leadership

· Assist with month end close

· Projects as assigned

Knowledge, Skills, and Abilities:

The following skills and abilities are required to perform this job successfully:

· Intermediate to advanced Excel spreadsheet proficiency

· Positive attitude, excellent work ethic and team player

· Ability to work in a fast-paced environment and take accountability for performance/work product

· Polished oral and written communication skills

· Experience with operational platforms such as Schwab, Pershing, Fidelity, and Orion a bonus

EDUCATION AND/OR EXPERIENCE REQUIRED

· Bachelor’s Degree or combination of industry experience and education required

· Proficiency with computers

· High level of efficiency and accuracy.

Requirements

Education / Experience Required

· Bachelor’s Degree or combination of industry experience and education required

· Proficiency with computers

· High level of efficiency and accuracy.