Assistant Account Manager - Business Management

Encino, CA

Full Time

Entry Level

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

Apply for this position

Required*

Apply with Indeed

First Name*

Last Name*

Email Address*

Phone*

Address*

Resume*

We've received your resume. Click here to update it.

Attach resume or Paste resume

Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

What's your citizenship / employment eligibility?*

LinkedIn Profile URL:*

Desired salary*

Describe your experience with full charge bookkeeping. What types of clients or industries have you worked with, and what accounting systems have you used?*

How do you prioritize tasks when managing multiple clients’ accounts payable, payroll, and fund transfers simultaneously?*

Tell us about a time you identified and resolved a discrepancy in a client’s financial records. What steps did you take and what was the outcome?*

How many years of Agilelink exprience do you have?*

Human Check*

Submit Application

Gettleson Witzer & O'Connor

Thanks for visiting our Career Page. Please review our open positions and apply to the positions that match your qualifications.

Assistant Account Manager - Business Management

Apply for this position