Accounting Specialist

Schechter Wealth


We are seeking an organized, detail-oriented team player to contribute to the growth and profitability of our company. The Accounting Specialist plays a vital role on the Accounting Team, contributing directly to our premier client service strategy. The Accounting Specialist will focus their time on commission entry, tracking and reporting for both the firm and our advisors; cash receipts and bank reconciliations; timely and accurate reporting of all investments including subscription documents, capital calls, and distributions performance;budgeting and report preparation for several family entities; and entry of payroll, 401k and credit card transactions. The position is responsible for supporting the company in whichever way the Accounting Team is needed.

Essential Job Functions

• Track and enter cash receipts for multiple entities
• Prepare payroll, 401k and credit card transaction entries
• Reconcile bank accounts for multiple entities
• Enter commissions into CASH system
• Coordinate tax documents with accounting firm
• Maintain financial statements for various family entities
• Assist other members of accounting team when needed
• Performs additional responsibilities as assigned


• 4+ years of experience in insurance, financial services or similar industry
• Must have analytic experience, be accurate with figures, well-organized, and exercise sound judgment in decision making
• Education: Bachelor’s degree in accounting or finance, or other degree coupled with the ability to demonstrate and implement strong understanding of financial/analytical tasks

Required Skills

• Ability to prioritize assigned work and complete in a timely and accurate manner
• In-depth knowledge of Excel and the ability to apply that knowledge to work assignments
• Ability to work well independently and as part of a team
• Motivation and passion towards process improvement
• Exceptional verbal and written communication skills
• Discretion/confidentiality a MUST in this position
• Energetic, enthusiastic, go-getter who will embrace the company’s culture which is based on meeting our external and internal clients’ needs and exceeding their expectations

Please send your resume to

View Career Details and Requirements