Junior Account Manager
Focus Partners Wealth(5 months ago)
About this role
The Junior Account Manager at Focus Financial Partners acts as the key contact for clients, overseeing financial operations and staff, to provide high-quality service. The role involves managing multiple client-related financial tasks in a fast-paced environment, emphasizing organization and communication skills.
Required Skills
- Excel
- AccountingSoftware
- Bookkeeping
- FinancialAnalysis
- ClientManagement
- Reconciliation
- TaxPreparation
- CashFlowForecasting
- ManagementAccounts
- FinancialReporting
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field
- 3+ years’ experience in accounting
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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