20 days old

AR/AP Specialist - Hybrid Remote

Cleveland, OH 44114
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We are seeking a positive, energetic Accounts Receivable/Accounts Payable Specialist at our downtown Cleveland, Ohio wealth management firm. This position will be responsible for the order to cash activities for the company. This position will also assist with reporting as requested.

This position offers work from home availability 2 days per week once training is complete.

Position responsibilities:

  • Responsible for travel and expense processing to reporting
  • Support Compliance and financial audit work as requested
  • Handle payable invoice recordkeeping and payments
  • Handle internal communications for AP and AR efforts
  • Work with support groups on new client set-up ensuring they are timely, complete and accurate
  • Process invoices to and collect payments from clients
  • Work with Finance team on analysis and reporting as requested
  • Completes other duties as assigned

Essential skills and experience:

  • Account payables and receivables experience required
  • Bachelor's degree in accounting/finance preferred
  • Extremely organized and focused on process
  • Strong communication skills
  • Proficient with Microsoft Office Suite with expertise in Excel
  • NetSuite, Concur and/or FirstRate experience a plus
  • Commitment to teamwork

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The qualified candidate can expect:

  • A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
  • The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
  • An opportunity to work with high-profile private clients and institutions across the country
  • A competitive base salary with an incentive bonus program
  • 401(k) Savings plan with company contributions
  • Health, Dental, Vision, and Long-term disability insurances
  • Generous paid time off program

We are Clearsteadan independent institutional and wealth advisory firm in Cleveland, Ohio.

We advise nearly 200 institutions and 1,200 private clients on more than $30 billion of assets. Our institutional clients include retirement funds, endowments and foundations, and healthcare organizations. Our private clients are families, individuals, and related entities.

Our independence assures our clients of top quality, objective service, in our investment, tax, estate, and financial advice. Our independence also helps us attract and retain top people.


Posted: 2022-11-14 Expires: 2022-12-16

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AR/AP Specialist - Hybrid Remote

Cleveland, OH 44114

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