Associate Account Executive Job at Robert Half (Encino)

Job Description

We are looking for an Associate Account Executive to support daily financial activities and help maintain accurate, well-organized records for clients in Encino, California. This position works closely with internal accounting staff and external partners to keep payables, reporting, and reconciliations on schedule while delivering responsive service. The ideal candidate brings strong attention to detail, sound accounting judgment, and the ability to manage multiple priorities in a fast-paced environment.

Job Responsibility

Process and review invoices, payment requests, and supporting documentation to ensure accurate coding and timely disbursement of funds
Verify financial entries within AgilLink or comparable platforms, confirming completeness, proper classification, and adherence to payment deadlines
Assist with accounts payable activities such as check runs, wire verification, month-end close support, and transaction analysis
Examine balance sheets, income statements, and general ledger activity to identify discrepancies and maintain reliable financial records
Prepare reconciled statements and journal entries, including tax reserve postings, for review by accounting leadership
Track cash activity and produce recurring or customized financial reports for assigned client accounts
Help monitor tax-related deadlines by supporting 1099 preparation, estimated payment tracking, and related documentation
Set up new client records, vendors, and general ledger structures while supporting administrative financial tasks such as loan documentation and asset records
Communicate with clients and internal teams regarding approvals, coding questions, and follow-up items to keep financial operations moving efficiently

Requirements

At least 2 years of experience in accounting, bookkeeping, family office operations, or a related financial services setting
Working knowledge of accounts payable, accounts receivable, journal entries, bank reconciliations, and financial statement review
Experience using AgilLink, QuickBooks, or similar accounting and client management software
Strong Microsoft Excel skills and confidence working across multiple systems, portals, and digital records
High level of accuracy and organization with the ability to handle competing deadlines effectively
Clear written and verbal communication skills with professionalism when managing confidential financial information
Collaborative approach to work and a service-oriented mindset focused on supporting clients and team members

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Associate Account Executive

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