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Senior Client Service Specialist

Employer
SAWMILL PRIVATE MANAGEMENT
Location
MINNEAPOLIS, MN
Start date
Sep 8, 2019
Closing date
Sep 14, 2019

View more

Category
Accounting
Employment Status
Full Time

SENIOR CLIENT SERVICE SPECIALIST

Sawmill Private Management Inc., Minneapolis, MN. Req. 2 years of post-secondary education in accounting, statistics or business administration; Employer will also accept two years of experience in accounting, statistics or business administration in lieu of two years of post-secondary education. Must possess two years of experience in the following: QuickBooks and other accounting software; Client management software; Providing customer support for high-net-worth clients ($5 million and above) in household and other domestic matters; Working with family foundations ($5 million and above) including grant preparation and monitoring; Supporting non-profits or charitable organizations/entities in governance, compliance, and administration; Bookkeeping including independent client financial reporting; and Coordinating client inventory, legal document tracking and audits. For confidential consideration, please submit résumé to Sheila Sornsen,

sheila.sornsen@sawmillmgt.com.

No agencies or phone calls please.

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