Job Description

As a Junior Accountant, you are responsible for tending to personal and business needs of multiple clients. In partnership with the senior client manager, you are the liaison between the client and many strategic partners on a day to day basis. This position demands great communication skills, written and verbal.

We are looking for someone who possesses the following qualities:

• Has great customer service skills

• Takes pride in their work

• Is detail oriented

• Approachable and Friendly

• Works well with others but can also work well independently

• Has a sense of urgency

• Organized and can prioritize.

• Can self-manage workload

• Can adapt easily to different situations

• Problem solver - Multitasker

• Loves to Learn

• Can take direction well

• Not afraid to speak up and ask questions

• Has a passion for accounting

RESPONSIBILITIES OF A JUNIOR CLIENT ACCOUNT MANAGER INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING:

• Bill Paying (Business and Personal)

• Daily/Weekly Review of Client’s Bank account activity

• Daily/Weekly Review of Client’s Credit Card Activity

• Accounts Receivables (Invoicing and contract collection)

• Daily or weekly follow up of incoming deposits and invoiced funds

• Bookkeeping

• Organizing and digital uploading of personal and business files

• Credit monitoring

• Insurance Maintenance for personal and business property

• Contract Collection and Review

• Data Entry (Emoney – Wealth Planning, Redtail – CRM)

• Personal Concierge Services (Booking flights, hotels, rentals, assisting with major asset purchases)

• Immigration Administration (Visa and Green card assistance)

• Assist with tasks delegated by Senior Client Manager

• Oversee clients when Senior Client Manager is out or pulled to another project

JOB REQUIREMENTS:

• CONVERSATONAL SPANISH

• 4 YEAR COLLEGE DEGREE OR BOOKKEEPING EXPERIENCE – 3 YEAR MINIMUM

• MUST BE KNOWLEDGEABLE OF EXCEL, ONLINE BANKING

• MUST HAVE BASIC COMPUTER SKILLS, FAMILIAR USING WEB-BASED PROGRAMS

• ADAPT AND LEARN COMPANY WIDE TOOLS –DATAFACTIN/AGILLINK (BOOKKEEPING SOFTWARE), REDTAIL CRM, EMONEY, BOX

• KNOWLEDGE OF QUICKBOOKS ONLINE IS A PLUS.

Company Description

Business Management LAB is a fast growing, highly recognized business management firm in Orange County, CA catering to the Entertainment Industry Worldwide. Our work environment is fast paced and multifaceted. The ability to manage multiple projects at once and work as a team is crucial to this position.