Demo

Remote Assistant Manager - Client - WFH

Get It - Finance
Hampstead, NC Remote Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 3/21/2025
Job Overview

As an Assistant Client Manager, you will be integral to our team, providing essential support to Client Managers and ensuring our clients receive outstanding service and satisfaction. This position will involve managing key financial operations, aiding in the coordination of daily activities, and mentoring team members, all while embodying our core values. Join us in a vibrant work environment that prioritizes innovation, accountability, and continuous growth.

Key Responsibilities

  • Uphold and exemplify our core values throughout all tasks and interactions, including Innovation, Accountability, Collaboration, Courage, Entrepreneurial Spirit, Pursuit of Excellence, and Tenacity.
  • Manage financial account oversight, including the preparation and maintenance of Profit & Loss statements and Balance Sheets, ensuring report accuracy and resolution of discrepancies.
  • Act as the primary point of contact for Staff Accountants, providing support, resolving queries, and ensuring timely completion of weekly tasks.
  • Collaborate closely with Client Managers to maintain client account accuracy and provide insightful updates for informed decision-making and service enhancements.
  • Facilitate the implementation of new locations for current clients, ensuring effective communication and coordination between teams for seamless transitions.
  • Analyze Level 3 bank activity to inform and optimize financial decision-making processes.
  • Track and manage outstanding tasks, ensuring their timely resolution and maintaining progress through collaboration with Junior and Staff Accountants.

Required Skills

  • Proficiency in financial reporting, including balance sheets and P&L statements.
  • Excellent communication, interpersonal, and problem-solving capabilities.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Familiarity with relevant software applications, including Excel and Restaurant365.
  • Commitment to confidentiality and adherence to professional ethics.

Qualifications

  • A Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is preferred.
  • Prior experience or familiarity in financial management or client support is beneficial.

Career Growth Opportunities

This role offers a unique pathway to enhance your skills in financial management and client service, working closely with experienced professionals. You’ll gain valuable insights and experience that can advance your career within a dynamic organization.

Company Culture And Values

We are proud to cultivate a workplace that embodies our core values, fostering a collaborative environment that values teamwork, innovation, and personal development. Join us and be part of a culture that supports your professional journey.

Employment Type: Full-Time

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