At Greenspring, our Core Purpose is to "help every person live their ideal life" and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:
Own your future with defined career paths and tools, coaching, and support to help you create the future you want
Thrive in a great culture where you'll be a part of a team of people who are committed to each other's success
Make a lasting impact on the lives of our clients through the camaraderie of working for a common goal with your peers
The Accounting and Office Manager is responsible for the day-to-day business administration, financials and operation of the firm. He/she acts in the best interest of clients, the firm, and employees through a balance of diplomacy, confidentiality, and strict adherence to regulatory requirements. This role is critical to setting and maintaining high service standards for the firm, creating positive client experiences, and for fostering a culture of teamwork and collaboration.
Responsibilities
Firm financials, including month-end reconciliation/closings, Accounts Receivable/Payable, manage budgets, reimbursements
Maintain vendor relationships, equipment, firm IT and contracts
Regulatory requirements and Compliance activities
Facilities management for three locations
Assist the Director of People Operations in new employee onboarding activities
Collaborate with the Administrative Associates across our offices
Assess practices and develop workflows that increase efficiencies
Specific Measures of Success
Quickly responds to requests and resolves open tasks
Proactively eliminates obstacles before they become issues
Ensures that the firm financials are accurate, complete and up to date
Balances critical, time-sensitive and confidential requests with precision and discretion with other assigned responsibilities
Take great pride in the quality and accuracy of their work product
Industry/Business Experience
Minimum 2 years in administrative operations, accounting, business operations and/or financial services.
Education
College degree or comparable experience.
Skills and Knowledge
Expert in Quickbooks and most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce a plus.
Always focused on client needs and customer service
Detail-oriented and methodical
Follows up and follows through
Exceptional organizational skills with a proven ability to multi-task and manage multiple projects
A team player with good interpersonal skills and the ability to work collaboratively across departments
Excellent oral and written communication skills
Demonstrated problem-solving abilities
Ability to excel in a fast-paced, changing environment
A self-starter who is assertive, proactive, independent, flexible and accommodating
Requirements/Additional Information
Start base salary range: $60,000-$80,000, with opportunity to earn an additional discretionary annual bonus up to 10% of earnings
Due to the on-site nature of this role, the Candidate may be ineligible for remote working unless management approval is granted
The Candidate may need to travel between our various offices on occasion; all locations are within driving distance of Towson, MD.
The Accounting and Office Manager will report to the firm's Director of Operations.
The Candidate's first 90 days will include an extensive onboarding/training program.
Firm Profile
Greenspring is consistently ranked as one of the country's leading independent advisory firms. We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including:
Health, Dental, and Vision Insurance Offered
Health Savings Accounts
401(k) Plan with employer match and discretionary profit-sharing contributions
Paid Leave & Vacation Allowance
Paid Short-Term and Long-Term Disability Insurance
Paid Group Life Insurance
Free financial planning and investment management services
Eligibility for GREEN Units (equity compensation) after 2 years with the firm
Annual professional development stipend for continuing education, courses, conference attendance, etc.
Cellphone Usage Reimbursement
Matching Gifts Program
Stand-up desks, dual computer monitors, monthly social events, and volunteer hours