We are a dynamic, national wealth management and financial planning firm with offices in Southern California and Hawaii, affiliated with a large, well-respected insurance company. Our firm is innovative, forward-thinking, and technologically progressive—we are proud to prioritize efficiency and modern solutions.
As we continue to grow, we seek a detail-oriented, highly organized, and proactive Staff Accountant to join our team. This position offers the opportunity to work closely with all levels of staff—including corporate counterparts, advisors, vendors, and executive leadership—while reporting directly to the COO.
We’re looking for a professional who is technically skilled, detail-oriented, and able to manage multiple priorities in a fast-paced environment. You are confident, communicative, and motivated to take ownership of responsibilities and grow into an advanced role in the future.
What We Offer
- Competitive compensation and performance-based growth opportunities
- Comprehensive benefits package including:
o Health, dental, and life insurance
o 401(k) retirement plan
o Paid time off (PTO)
o Employee parking
- A collaborative, supportive, and professional work environment
About the Role
In this position, you'll serve as a key contributor within our accounting team, supporting our advisors—our internal “clients”—so they have the financial support and information they need to succeed.
Key Responsibilities
Accounts Payable
- Process vendor invoices and communications: organize, scan, enter into SAGE, ensure proper documentation and approvals, and manage payments through our banking interface.
- Review and process recurring payable transactions per the monthly checklist and schedule.
Agent Payables, Receivables & Collections
- Manage accounts receivable and collections (experience in QuickBooks preferred).
- Process biweekly and monthly commission and payroll payments to agents, including Excel-based calculations and reconciliations.
- Manage agent receivables via credit card payments, commission offsets, or checks.
- Post agent collections to QuickBooks and reconcile with SAGE.
General Accounting
- Address agent inquiries related to commissions and agency payables/receivables.
- Perform monthly bank and credit card reconciliations.
- Reconcile general ledger accounts and prepare journal entries as needed.
- Assist with preparation of financial reports, including:
o Financial SnapShot, Cash Reports, Disbursements
o Monthly financial statements and year-over-year comparisons
o Budgeting, forecasting, and tax estimates
Skills & Qualifications
- 1–3 years of relevant bookkeeping or accounting experience required.
- Bachelor’s degree in Accounting or Business required.
- Strong attention to detail, excellent verbal and written communication, and customer service orientation.
- Proficient in QuickBooks (desktop preferred) and Microsoft Excel; experience with SAGE is a plus.
- Basic tax knowledge or experience is a plus.
- Ability to manage multiple tasks and deadlines in a fast-paced, team-oriented environment.
- Motivated self-starter with the confidence and initiative to take on increasing responsibility.
Who You Are
You’re smart, enthusiastic, and proactive—with a natural attention to detail and a commitment to delivering high-quality work. You thrive in a collaborative environment, enjoy solving problems, and are excited about the opportunity to grow your skills and responsibilities over time.
Join us in shaping the future of financial services—apply today and grow with a firm that values innovation, professionalism, and your career development.
***Location: Southern California or Hawaii (Hybrid/Paperless Environment)***
Flexible work from home options available.
