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Account Manager

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Robert Half

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Location:
United States , Encino

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

Not provided
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Job Description:

We are looking for an experienced Account Manager to support high-net-worth clients through a business management and family office environment in Encino, California. This role serves as a key point of coordination across financial activities, helping keep client matters organized, accurate, and progressing on schedule. The ideal candidate combines strong accounting knowledge with a service-focused approach, excellent judgment, and the ability to manage multiple priorities with discretion and care.

Job Responsibility:

  • Direct daily client service activity from initial request through completion, maintaining clear tracking of priorities, timelines, and outstanding items
  • Oversee cash management tasks by reviewing account activity, coordinating transfers and wire requests, and ensuring supporting records are complete and accurate
  • Manage insurance-related administration, including renewals, policy updates, and claims coordination with external brokers and advisory partners
  • Lead onboarding for new clients by establishing accounts, gathering required documentation, arranging access, and setting up internal workflows
  • Coordinate financial and administrative support for significant purchases such as real estate and vehicles, working with lenders, agents, and other third parties
  • Assist with reporting and transaction processes, including 1099 preparation and coordination with tax and accounting providers for periodic filings
  • Prepare and review core accounting activities such as general ledger maintenance, journal entries, account reconciliations, and month-end close support
  • Contribute to operational improvements and special assignments by identifying efficiencies and providing flexible support where business needs require it

Requirements:

  • Bachelor’s degree in Accounting, Finance, or a related discipline is strongly preferred
  • At least 4 years of experience in business management, family office, or a similar high-service financial environment
  • Minimum of 3 years in a client-facing role requiring proactive follow-up, organization, and dependable execution
  • Solid understanding of accounting operations, including general ledger activity, accounts payable, accounts receivable, bank reconciliations, payroll coordination, and financial statement support
  • Hands-on experience with AgilLink
  • Advanced Microsoft Excel skills and confidence using accounting platforms, portals, and databases
  • Demonstrated ability to guide, delegate, and support team members while maintaining responsibility for final outcomes
  • Strong communication, sound judgment, discretion, and the ability to manage competing deadlines with close attention to detail
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 03, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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