Accountant- Wisehaupt Bray Asset Management

Accountant Position

At WB Wealth Management, we pride ourselves on being your trusted advisor—the one you turn to with every important financial question, and the advisor who knows and understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments and encourage you in the pursuit of the future you envision.

Whether you seek to plan for the next phase in life, pursue your lifelong dreams or secure your family's future, we are here to support you along your path to success with guidance and genuine compassion, every step of the way. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners and Divorcing Individuals.

We are looking for a successful Accountant who is a multi-tasker at heart, with strong communication skills and a problem-solving mindset that thrives in an evolving organization. You will be coachable, have a willingness to learn, and perform at a high level under variable workloads. You will report to the Managing Director.

• Provide heartfelt support and communication to partners, administration, and all clients
• Work with partners and team members to help deliver upon client requests
• Maintain electronic client files
• Schedule client meetings and prepare reports for those meetings
• Prepare and process paperwork for client transactions - including opening accounts, address changes, transferring assets, deposits, withdrawals, closing accounts and communicating the status of transactions to clients and advisors
• Complete and update financial plans for clients. Including gathering all information to complete financial plan and present the financial plan to clients
• Provide ongoing client account maintenance (e.g. all money requests, checks, wires, ACHs, RMDs, regular periodic transfers, ongoing special client requests)
• Respond to client and advisor requests in a timely manner
• Manage client gifts and electronically send holiday and birthday cards
• Notarize documents where applicable

You should have strong professional verbal and written communication, and interpersonal skills as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes.

• Attention to detail and managing workload
• Perseverance in problem-solving
• Ability to adapt, pivot and learn
• Experience with Microsoft Office
• Initiate projects and ask, "How can I help?"
• Ability to learn specialized software with support and guidance.
• Accept feedback, accountability and ownership
• 1+ years of experience in the Finance/Accounting industry
• CPA Required

This is an opportunity to work with a personally supportive and successful small group of proven professionals.

• Coverage on the first day of employment for Medical, Dental, and Vision insurance
• 401k Matching Plan
• HSA Employer Contributions
• Student Loan Assistance
• Pet Insurance
• FSA Plan
• Paid PTO
• Paid Parental Leave