Assistant Account Manager - Business Management in Encino, California at Gettleson Witzer & O'Connor

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

• Assembling backup documentation
• Upload and code invoices in AgilLink
• Print and mail approved payments

Reporting & Reconciliation

• Maintain repetitive reports and client files
• Assist with bank transactions including wires and transfers

Payroll & Contributions

• Prepare routine payrolls
• Track charitable contribution letters
• Assist with 1099 data compilation

Administrative Support

• Coordinate courier services
• Communicating with vendors and internal teams
• Support Account Managers with ad hoc tasks

Qualifications

• AgilLink experience preferred
• Strong oral and written communication skills
• Excellent interpersonal skills
• Ability to multitask and thrive in a fast-paced environment

Total Rewards & Benefits

• Competitive Hourly Rate ($26.45-$28.85)
• Medical, dental, and vision insurance (100% Employer Paid on Base Plans)
• Life, STD, LTD and AD&D (Employer Sponsored)
• 401(k)
• Paid vacation, holidays, and sick leave
• Professional development opportunities
• Possible hybrid work schedule (as a perk and based on role and performance)
• Supportive, team-oriented culture