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Account Manager

Company: Hire Options, Inc.
Location: Anaheim
Posted on: June 21, 2022

Job Description:

Boutique business management company specializing in entertainment-based clientele is seeking an Account Manager to join their team. The Account Manager provides a financial concierge service to high income and high net worth clients in the entertainment industry. The Account Manager performs a variety of confidential and complex accounting and administrative duties to make sure the day to day needs of clients and their families are met.

  • Daily client activity, including requests and timely follow-up on all outstanding matters
  • Contract analysis and supervision of all functions relative to cash receipts and disbursements
  • Assist in the preparation of meeting packages and attends client meetings regarding financial projections, investments, contracts, insurance analysis, and other matters as directed by management
  • Monitor credit card activity, fraud alerts and credit score issues
  • Monitor insurance renewals and claims
  • Assist with home and car purchases
  • Supervise and delegate to assistants
  • Coordinate and interact with the tax department relative to due dates, supporting documentation, etc.
  • Other projects, as needed
    • Must have 4+ years of professional business management (no CPA firms) and the ability to work with high profile/high net worth individuals and clients and top level management executives
    • Must have excellent computer (Microsoft Office Programs) and typing skills in a setting with many interruptions
    • Must have a strong knowledge of QuickBooks accounting software
    • Must be able to handle multiple interruptions and adjustments to priorities through the day and the week
    • Must be able to communicate effectively with diverse individuals

Keywords: Hire Options, Inc., Anaheim , Account Manager, Executive , Anaheim, California

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