Job Description
Account Manager (Brentwood, CA) Citrin Cooperman Advisors LLC seeks a full-time Account Manager. Responsibilities: 1st lvl of apprvl of a/c pyble unles a vry lrge clint or nw A/c Mnger; Rev. a/c pyble schdles mntined by asst. a/c mnger & ensure timely pys are mde; Asseble yr-end tax pkgs; Sbmit medi. claims to 3rd pty fr cmplaint process.; Mitor insur. renwals & claims. Wrk with insu. coordinator as needd; Tk the lead on claims while wrking with the insu. coordinator; Undrstnd concepts of client's insu. plan rel. to hme, vhicles, ovrall liablty. Becme fam. w/ all benfts (medi. & retiremnt) offrd by Medicare, s s, DGA, SAG, WGA & any other applicble retiremnt pln; Ntify insrnce coordinatr of nw evnts/prchases; Mntor ass. a/c mnger; Prcess pyroll w/ otside pyroll pltfrm & prvide data to Asst A/c Mnger for psting. Idntify, trce, crrect errors; mnge frd alrts, cre. scre alrts; Rev. bnk bals & req. trnsfers as nded; Rev. filigs of annl 1099's prep by Ass. A/c Mnger & wrk with ther mem. of the tm for guid.; rev. guild reprts prep. by Ass. A/c Mnger; prep mnthly finncial for frther rev., & recnciliatin & anlysis of all a/c actvty while ensu. segrgtin of dties (banks, credit cards, invest., etc.). Reqs: High school/GED. At lst 3 yrs exp. wrkng in business finncial mngmnt. Other special skills/reqs: Any suitable com. of edu., training or exp. is aceptble. Alt Reqs: Bachelors in A/cting, Business Admin, Eco. or reltd. Salary: $78,978/yr. Full-Time Emplymnt: Send your resume w/ salry expt. to Jennel Hinds, HR Director, Citrin Cooperman Advisors LLC, 50 Rockefeller Plaza, NY, NY 10020.