Job Description
We're Hiring: Account Manager / Financial Controller (Remote)
Location: 100% Remote
Work Schedule:
- Monday to Friday (Weekends Off)
- 8:00 AM – 5:00 PM PST (Pacific Standard Time)
We are seeking a highly organized and financially savvy Account Manager / Financial Controller to oversee both client financial management and internal revenue operations. This role serves as a key liaison between clients and firm leadership, ensuring smooth account management, accurate financial oversight, and proactive revenue planning
KEY RESPONSIBILITIES
Client Account Management
- Serve as the primary point of contact for clients regarding retainers, trust balances, billing, and payment arrangements
- Monitor client account funding requirements and proactively communicate upcoming top-up needs
- M...