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:
Work Location: In person
