Account Manager

We're Hiring: Account Manager / Financial Controller (Remote)

Location: 100% Remote

Work Schedule:

• Monday to Friday (Weekends Off)
• 8:00 AM – 5:00 PM PST (Pacific Standard Time)

We are seeking a highly organized and financially savvy Account Manager / Financial Controller to oversee both client financial management and internal revenue operations. This role serves as a key liaison between clients and firm leadership, ensuring smooth account management, accurate financial oversight, and proactive revenue planning

KEY RESPONSIBILITIES

Client Account Management

• Serve as the primary point of contact for clients regarding retainers, trust balances, billing, and payment arrangements
• Monitor client account funding requirements and proactively communicate upcoming top-up needs
• M...