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Accounting Clerk, Family Office

Company: Lewis Operating Corp.
Location: Upland
Posted on: January 8, 2022

Job Description:

Accounting Clerk, Family Office The Lewis Group of Companies has an immediate opening for an experienced Accounting Clerk to join the Family Office team within the Lewis accounting department at the corporate office in Upland, CA. Help run the gears of the company! In your role, you will report to the Family Office Accounting Manager and join a great team of Accounting stars who track the numbers, watch the details and keep it all moving. In your new career, you will perform monthly bank and investment reconciliations for assigned trusts, private companies and individuals. You are qualified and will thrive in this role if you:

  • Have 1-2+ years of accounting experience
  • You're a specialist in accounting, ready to add your insight and experience to our smooth running machine.
  • You are comfortable with analyzing data to make informed conclusions.
  • You can prioritize competing tasks and apply keen judgement
  • You have a willingness to learn new software
  • You are known for your communication, teamwork and organizational skills
  • And of course, you have solid skills with MS Excel Some of your duties will include:
    • Posting monthly income, contributions, distributions & monthly interest accruals on notes
    • Providing information to owners and officers, while preparing various ad-hoc analysis and reports
    • Entering invoices and processing checks weekly and preparing a weekly cash report
    • Making deposits and staying up-to-date with filing Education preferred and other details for you to succeed: an Accounting or similar 4-year degree is preferred. Experience with Quickbooks is a plus. Additional requirements include excellent organizational skills and customer service as this position will be communicating with Lewis employees and external business partners for information and research. In addition to a competitive hourly salary of $20-22/hour, Lewis offers annual bonus potential, a variety of benefits plans, fantastic training, 401k with company match and much more. Join Lewis and you will be an important part of a winning team with a long history of successful real estate development. Our dedication to stability and service is the key to your successful and rewarding future. For more company information, please visit our websites at www.lewiscareers.com and www.lewismc.com. COVID note: Interviews may be conducted remotely via RingCentral / Zoom video meetings. Lewis is an equal opportunity employer and encourages applicants with diverse backgrounds to apply.

Keywords: Lewis Operating Corp., Upland , Accounting Clerk, Family Office, Accounting, Auditing , Upland, California

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