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Hours Full-time, Part-time
Location Palo Alto, CA
Palo Alto, California

About this job

The majority of high net worth and ultra-high net worth individuals are seeking to establish a trusted relationship with a competent, credible advisor who proactively provides guidance on the full range of their financial affairs offers actionable solutions and clearly acts in their best interest.

Responsibilities:

  • This position is responsible for the overall EMFR deliverables for their clients (Quarterly financials, monthly cash flow and daily disbursements)
  • Mentoring and reviewing work of staff accountant when position is available
  • Direct client contact for processing client's bills and setting up new accts for service for their home, boat or planes etc
  • Each accountant deals with 2 to 8 clients
  • These clients will get to know this individual and there will be a solid business relationship formed with these clients
  • Communication needs to be A1
  • Candidate must be able to write formal letters, be easy to understand on the telephone and be professional and concise in emails

NOT LOOK FOR AN AVERAGE ACCOUNTANT!!

Qualifications:

  • Bachelor's degree in accounting, finance or a related field preferred
  • 4-6 years accounting experience, Preferably with individual accounting, small companies or consolidated financial
  • Strong verbal and written communication skills
  • Ability to multi-task and work in a fast-paced environment with tight deadlines
  • Excellent organizational, time management and customer service skills; detail-oriented; team player
  • Proficiency in word and excel

Flexible hours to help consultants navigate the brutal traffic in the area

About Aerotek:

Aerotek, headquartered in Hanover, Md., is a leading provider of technical, professional and industrial staffing services. Established in 1983, Aerotek is an operating company of Allegis Group, the largest provider of staffing services in the U.S. Aerotek operates a network of more than 200 non-franchised offices throughout the U.S., Canada and Europe. For more information, visit .

Aerotek is acting as an Employment Agency in relation to this vacancy.