Assistant Account Manager - Business Management

Job Description

Job Description

Why Work at GWO?

At Gettleson, Witzer & O’Connor, we combine the best of both worlds—traditional values and cutting-edge innovation. Our team is dedicated to delivering high-quality, personalized business management services to a diverse and prestigious client base. We prioritize the financial well-being of our clients while leveraging the latest technology in a secure, modern environment. If you're looking to join a firm that values excellence, collaboration, and forward-thinking solutions, GWO is the place to grow your career.

Client Accountant / Assistant Account Manager / Bookeeper

The Client Accountant supports clients and their representatives with personal and business financial matters, including full-charge bookkeeping, payroll, accounts payable / receivable, and fund transfers for individuals and corporations. This role works closely with Account Managers and involves direct client interaction.

Essential Duties

Cash Management

• Prepare and record daily check and electronic deposits
• Reconcile daily cash balances and resolve discrepancies

Accounts Payable

Reporting & Reconciliation

Payroll & Contributions

Administrative Support

Qualifications

Total Rewards & Benefits

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