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About the Role
The Account Manager acts as the primary point of client contact, oversees client finances, and manages a team of bookkeepers. This role is crucial for maintaining client satisfaction and ensuring smooth financial operations.
Responsibilities
- Respond to client inquiries and requests promptly, sharing client information internally as needed.
- Coordinate the workflow of the bookkeeping team.
- Review and distribute mail.
- Oversee daily client activity, including managing requests and following up on outstanding matters.
- Review bookkeeping work, including AP/AR, cash receipts, journal entries, general ledger, payroll, and financial statements.
- Manage cash by reviewing bank balances and statements and approving transfers.
- Monitor credit card activity for fraud alerts and credit score issues.
- Oversee insurance renewals and claims.
- Handle new client setup, including bank accounts.
- Assist with significant purchases such as homes and cars.
- Collaborate with internal resources on client contracts, royalty processing, and custom financial schedules.
- Support other financial transactions and reporting, such as 1099s and filings.
- Perform other assigned projects and duties.
Requirements
- High School Diploma or GED equivalent with 3+ years of experience.
- Associate's or Bachelor's degree in accounting or finance is highly preferred.
- 4+ years in a similar role in business management and/or touring.
- 3+ years in a client services field.
- Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements.
- Experience with AgilLink is highly preferred.
- Advanced computer skills including Microsoft Excel, accounting software, and databases.
- Ability to delegate, manage, and train a team using clear instructions.
- Ability to manage a high volume of work while remaining adaptable.
- Strong verbal and written communication skills.
- Strong interpersonal skills.
- Proficiency in key soft skills including communication, time management, emotional intelligence, adaptability, active listening, and critical-thinking.
Skills
- Microsoft Excel
- Accounting software
- Databases
- General ledger
- AP/AR
- Insurance
- Payroll
- Bank reconciliations
- Financial statements
- Client services
- Business management
- Touring
- Delegation
- Team management
- Training
- Adaptability
- Communication
- Time management
- Emotional intelligence
- Active listening
- Critical-thinking
Location
- Century City, CA
- Encino, CA
Work Type
- Full-time
Experience Level
- 3+ years
- 4+ years
Education Level
- High School Diploma or GED
- Associate's degree
- Bachelor's degree
Salary/Compensations
- $80,000-$120,000
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- 401(k)
About the Company
- GRF, Focus Partners Business Management is a leading full-service business management firm serving entertainers, athletes, executives, and high-net-worth individuals.
- GRF provides comprehensive financial and advisory services across music, film, television, sports, literary, and entertainment industries, as well as multi-family office services.
- As part of Focus, a leading financial services organization, GRF combines industry expertise with personalized client service.
- Focus is a leading financial services firm offering integrated wealth management, family office, and business management services.
- Focus helps individuals, families, and institutions navigate complex financial situations with personalized solutions.
Equal Opportunity
- Focus is an equal opportunity employer and bases employment decisions on skillset without regard to race, color, religion, sex, pregnancy, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law.
- Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
- Information on California privacy rights is available.
- Indiana applicants: It is unlawful for an employer to discriminate against a prospective employee based on veteran status.
- Maryland applicants: Employers may not require or demand a polygraph or similar test as a condition of employment.
- Massachusetts applicants: It is unlawful to require or administer a lie detector test as a condition of employment.
- Montana applicants: Employment relationship is governed by the Wrongful Discharge from Employment Act.
- Rhode Island applicants: Focus is subject to Rhode Island's workers' compensation law and complies with the Americans with Disabilities Act.