Financial and Operations Associate

Abner, Herrman & Brock Asset Management, is an investment management firm seeking an Executive Office Manager: Financial and Operations reporting to the CEO. In addition to daily responsibilities as listed, this position will include special projects as arise in vendor management. The ideal candidate has two+ years of work experience in the financial services industry. The candidate requires strong communication and organizational skills with a keen ability to be detailed oriented. Eagerness to learn new skills and a positive attitude is a must. This position is a great opportunity to be a part of a growing firm with an entrepreneurial culture.

Financial and Operations Responsibilities:

· QuickBooks: Bill paying, report generation

· Expense reporting and analysis

· Reconciliation of Accounts Receivables

· Liaison with outside financial accountant and auditor

· Interface with insurance brokers to prepare for review and renewals

· Assist with documentation and financial reports prepared for regulator and vendors

· Review and update procedural manuals including, employee, IT, business continuity

· Create efficiencies in workflow process as needed

· Develop process for organization of firmwide annual processes by department

Compliance:

· Coordinate with outside compliance consultants

· Update documentation including procedural manuals and other compliance documentation

· Administration of Continuing Education Program

· Coordinate annual office and documentation reviews

· Set up and organize compliance meetings

Communications and Relationship Management:

· Preparation of client presentations; enhance and facilitate improvements

· Coordinate calendar for internal firm meetings and client calls/communications

Office vendor management as needed

· Follow up emails as needed to disseminate the firm’s marketing materials

· Social media special project management and maintenance, LinkedIn post updates

Qualifications:

• Bachelor’s degree required with coursework in financial accounting
• Series 7 a plus, or willingness to complete
• QuickBooks
• Comfortable learning new software
• Microsoft Office Suite experience required
• Excellent verbal and written communication skills
• Organizational and time management ability
• Ability to multi-task

Job Type: Full-time

Pay: $75,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Life insurance
• Paid time off

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Jersey City, NJ 07311: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Office: 2 years (Required)

Work Location: Hybrid remote in Jersey City, NJ 07311

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