Job Description

The Accountant is a critical part of the Mariner Institutional finance team, responsible for ensuring all clients are billed in accordance with their specific contracts, collection and proper allocation of invoice payments, as well as tracking, approving and paying vendor invoices and employee expenses reimbursements within company policy. This role will work collaboratively with a team of internal and external professionals in a fast-paced, deadline driven environment, demonstrating precision, expertise, and high-quality deliverables, in order to maximize efficiency and productivity.

If you are experienced with billing and collection practices, maintaining client vendor relationships, possess a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional with a solid understanding of financial data analysis and reporting, contracts, financial compliance, and accounts payables/receivables.

Responsibilities

Assist in creating client invoices in compliance with respective client contracts and change logs in a timely manner while maintaining client billing contacts and records according to company policy
Distribute client invoices and follow up from client inquiries via phone and email
Manage collection of accounts receivable to meet or exceed goals
Record and post client payments and ACH receipts to proper client accounts in the accounting system daily; make and reconcile bank deposits daily.
Approve and post vendor payments and employee expense reimbursements in accordance with company policies and maintain clean audit records of each transaction within the accounting software according to policies
Execute special projects and assist the department as requested

Qualifications

Bachelor’s degree (degrees in accounting or related field are a plus)
3-5 years of relevant accounting experience

Skills And Knowledge

Maintains a high level of professionalism
Collaborates effectively with all levels of the organization
Works with a high degree of accuracy and detail orientation
Displays the ability to be highly organized and flexible with multiple priorities and changing deadlines
Ability to think critically and solve problems leveraging available resources.
High level of aptitude for software systems and Microsoft Office. Specifically, Excel, Word, PowerPoint, and Adobe/Foxit
Excellent verbal and written communication skills, delivered to a variety of audiences (clients/peers/leaders, etc.)

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $44,500.00/year to $85,000.00/year. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

EOE M/F/D/V

About Us

Mariner is a privately held, national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $122 billion in assets as of 12/31/23.* Learn more at www.mariner.com .

AUA includes assets under management and assets under advisement for subsidiaries of Mariner Wealth Advisors, LLC

About The Team

Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.

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