of monthly financial statements, bank reconciliation, journal entries and client contact. Compile and analyze financial...;Palm Beach, FL;and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients...
payable and receivable, and bank reconciliations as detailed below: Assist teams with month end closing procedures.... Assist client with daily accounting services as needed. Reconcile clients' bank accounts. Prepare required journal entries...
on the customer’s identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet... the Bank’s sales process and provide simplified, customer-focused advice and guidance. Proactively reach out...
, located at: 1068 Great Plain Avenue, Needham, MA 02492. Job duties involve contact with customers, which may include minors... identification numbers, date of birth, or bank account numbers during the application process....
customer’s immediate need. Accurately balance and process customer transactions efficiently following Bank Policy... customer/account maintenance accurately. Complete Consumer AML (Anti-Money Laundering)/BSA (Bank Secrecy Act)/ KYC (Know...
such as bank account or social security numbers. If you have been contacted by someone claiming to represent... in our Needham, MA location with a hybrid work schedule to come into the office 1-2 days per week. We will consider remote candidates...