About this position
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
Qualifications
Total Rewards & Benefits
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.
Cash Management
- Prepare and record daily check and electronic deposits
- Reconcile daily cash balances and resolve discrepancies
- Assembling backup documentation
- Upload and code invoices in AgilLink
- Print and mail approved payments
- Maintain repetitive reports and client files
- Assist with bank transactions including wires and transfers
- Prepare routine payrolls
- Track charitable contribution letters
- Assist with 1099 data compilation
- Coordinate courier services
- Communicating with vendors and internal teams
- Support Account Managers with ad hoc tasks
- AgilLink experience preferred
- Strong oral and written communication skills
- Excellent interpersonal skills
- Ability to multitask and thrive in a fast-paced environment
- 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
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