Account Coordinator (Assistant Bookkeeper)

About the Role

HCVT's Business Management team in Los Angeles protects assets and preserves value by providing a concierge approach to service tailored to clients' unique needs. The team assists with supervision and management of day-to-day activities, works with clients to formulate goals, develop strategies, and long-range planning. They collaborate with other advisors, including bankers, lawyers, investment advisors, estate planning, and insurance professionals, to help clients achieve their current and long-term goals. Office hours for this position will be 9:00 a.m. - 6:00 p.m. PST.

Key Responsibilities

As an Account Coordinator in the Business Management service line, responsibilities include:

• Perform heavy accounts payable
• Daily deposits
• Reconciliation of cash and balance sheet accounts
• Journal entries
• Manage/prioritize day-to-day workflow
• Interact with clients professionally
• Complete tasks or projects assigned by supervisory figures

Requirements & Tech Stack

• Intermediate knowledge of Microsoft Office (Excel, Word, and Outlook)
• Agilink experience a plus

Qualifications

• A bachelor's or associate's degree in accounting preferred and/or some related work experience
• Detail-oriented, with high productivity; experience with multiple corresponding deadlines
• Strong communications skills (both verbal and written) and strong judgment
• Effective multi-tasking and time-management skills
• Team player attitude with proven people skills
• Availability for necessary seasonal overtime (particularly during tax busy-seasons)