The Staff Accountant with American Trust is responsible for depositing checks and maintaining a check log, recording bank activity daily, ad hoc invoicing, accurately collecting and applying accounts receivable, expense and accrual review, preparation closing entries...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
Job Summary The Retirement Plan Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention,...
Job Summary All retirement plans must satisfy annual coverage, non-discrimination, and disclosure requirements on an annual basis. This position is mainly responsible for supporting employer contributions, coverage testing, nondiscrimination testing, and preparing...
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