Our client is a privately held investment and advisory firm that has grown into a global organization. It provides wealth management and financial solutions for individuals, families, nonprofits, and institutions, focusing on long-term strategy and client success.
The Client Services Specialist will assist with administrative tasks to support the Client Accounting department, helping to reduce the team's administrative burden. This is a full-time, contract position based in Norfolk, VA, paying $28.00-$36.00 per hour.
Responsibilities
- Support the Client Accounting team with administrative and operational tasks
- Monitor PO boxes and distribute incoming mail to appropriate team members
- Scan, upload, and organize physical documents into internal systems
- Maintain consistent electronic filing and document management practices
- Perform high-volume bank reconciliations (~180 per month) and flag discrepancies
- Retrieve account statements from portals
- Track and monitor tax document collection (e.g., K-1s and supporting documents)
- Support organizing files for tax preparation and general data entry
- Assist with other administrative tasks as needed
Qualifications
- 1-2 years of administrative, bookkeeping, or operations support experience preferred
- Bachelor’s degree required
- Basic familiarity with financial documents helpful but not mandatory
- Experience with accounting or document management systems a plus
- Excellent computer skills, especially in Excel and navigating online systems
- Strong organizational and communication skills
- Demonstrates tact, discretion, and good judgment handling sensitive information
What We Offer
- 401K retirement plan
- Medical and dental benefits for qualifying professionals
- Flex spending account
- Pet Insurance
- Credit Union Membership
- Sick Leave where mandated by law
- Worker Advantage discount program membership
- Voluntary Supplemental Insurance
Our Equal Employment Opportunity Policy: Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate, and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status, or any other protected category under applicable law.
Employment Enterprises, Inc. is the parent company of Temporary Solutions, Inc. Temporary Solutions is a workforce solutions company based out of 10550 Linden Lake Plaza, Suite 200, Manassas, VA 20109. You can reach our recruiters about this job and more at 703-361-2220 or email recruiters@eeihr.com.
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