Staff Accountant

Staff Accountant

Wealth Management Firm

Position Overview

A growing and highly regarded Wealth Management firm is seeking a detail-oriented Staff Accountant to support its core accounting and financial operations. This individual will play a critical role in maintaining accurate financial records, supporting reporting processes, and ensuring operational efficiency across the organization.

This position offers strong exposure to leadership and the opportunity to contribute within a sophisticated financial services environment. Reports directly to the CFO.

Key Responsibilities

Core Accounting Functions

• Prepare and post journal entries, ensuring accuracy within the general ledger
• Perform monthly account reconciliations, including cash, investments, and accruals
• Assist with month-end and year-end close proce...