Gettleson Witzer & O'Connor
Assistant Account Manager - Business Management
Gettleson Witzer & O'Connor, Los Angeles, California, United States, 90079
Assistant Account Manager - Business Management
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 / Bookkeeper 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: Assemble 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; communicate 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
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Client Accountant / Assistant Account Manager / Bookkeeper 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: Assemble 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; communicate 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
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