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Job Overview
Job Description Job Description FUND ACCOUNTANT, Successful Investor Wealth Management Inc. We are an established wealth management firm with 20 years’ experience in independent portfolio management with assets under management of $1 billion and growing. Successful Investor Wealth Management (‘SIWM’) is actively seeking a Fund Accountant professional with strong reporting skills who will provide high quality support and contribute to the continued growth of the organization. Working in concert …
What you'll do
- Provide high quality accounting support
- Prepare fund accounting reports
- Maintain accurate financial records
- Support continued growth of the organization
- Reconcile accounts and transactions
What you'll need
- Strong reporting skills
- Fund accounting experience
- Knowledge of wealth management operations
- Proficiency with accounting systems
- Ability to work with financial data
About the Company
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