EMERGE BUSINESS MANAGEMENT INC. is a boutique firm that offers full-service business management to individuals and their companies. At Emerge, we pride ourselves on fostering a vibrant, collaborative work environment that supports professional growth, encourages fresh perspectives, and values teamwork.

We are committed to investing in our employees by providing training and opportunities for career advancement. Our focus on promoting from within ensures talented team members can grow into senior roles over time.

We are seeking a detail-oriented and proactive Associate Account Executive (AAE) to join our team. This role plays a critical part in supporting account and financial operations for clients. The ideal candidate will understand bookkeeping workflows, financial review processes, and client service in a time-sensitive, team-oriented environment.

Key Responsibilities:

Review bookkeeper entries in AgilLink to ensure accuracy, correct coding, and timely payment of bills (typically two weeks out).
Oversee bill pay workflows and reconcile monthly checklists across internal drives.
Approve or escalate invoices, deposits, credit card statements, and journal entries in AgilLink.
Review and prepare financial documents including Balance Sheet, P&L, and General Ledger.
Post journal entries (e.g., Tax Reserve) and prepare financial packages for Account Managers and Executives.

Client Support & Operations

Assist with onboarding new clients, vendor setup, and general ledger coding.
Maintain cash flow reports, assist with insurance asset schedules, and track client-specific deadlines.
Provide operational support including payroll processing, residential/business task

Qualifications:

1–4 years of relevant experience in bookkeeping, finance, business management, or client service
Familiarity with AgilLink or similar accounting platforms preferred
Strong organizational skills with the ability to manage multiple deadlines
Excellent communication and problem-solving abilities
Comfortable handling confidential client information with discretion

What We Offer:

Collaborative, people-first culture
Exposure to high-net-worth client services
Opportunities for career growth and learning
Competitive salary and benefits package

Emerge is an Equal Opportunity Employer and is committed to diversity and inclusion. If you’re a qualified candidate with a disability and you need a reasonable accommodation to apply for this position, please contact us at aaron@ebmla.com

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Schedule:

8 hour shift

Work Location: In person

Emerge Business Management

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