The primary purpose of the Accounts Receivable Specialist is to maximize cash inflows while optimizing efficiency and maintaining good client relationships. You will be responsible for streamlining client payments by monitoring AR metrics, improving collections strategies, and ensuring operational efficiency.
The Accounts Receivable Specialist will manage all aspects of financial reporting related to billing and coordinate with our outside vendors on financial, banking, and tax matters. This position will support the Director of Finance and Administration and collaborate with the part-time bookkeeper.
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At Westmount, we aim to provide a dynamic, supportive, and collaborative work environment where we embody One Team, strive to put our Clients First, and Go Further in all we do (our three core values). You’ll get to work with a tight-knit group of talented professionals and help directly impact our clients’ lives.
As a member of our team, you’ll find yourself immersed in a dynamic environment where every day brings new challenges and opportunities for growth. You will be part of a team that is passionate about what they do and works hard to help our clients reach their financial goals. We also offer rewarding career paths that allow you to make a meaningful impact while achieving your professional goals.
As a Certified B Corp, we are proud to be a part of a global movement that strives to build a more inclusive and sustainable economy for all. We promote a dynamic, supportive, and collaborative team culture for our employees by providing a flexible work environment, advocating for a healthy work/life balance, and offering exceptional benefits. For these efforts, InvestmentNews has recognized us as one of the best places to work for financial advisors every year since 2019.
** Please note that all correspondence relating to job interviews or offers of employment will ONLY be sent by a Westmount employee using an email address that contains the suffix @westmount.com. We are aware of recent cyber fraud attempts by people falsely claiming to be Westmount employees and using other email suffixes. If you have received an offer of employment or invitation for a job interview sent from an email other than @westmount.com, it should be considered fraud. If you have any questions, please get in touch with us at (310) 556-2502 or by email at info@westmount.com.