facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

careers and internships

Staff Accountant

Reports to: Chief Operating Officer

Status: Exempt


  • Reconcile and/or process accounts payable and receivables
  • Reconcile and/or process advisor commissions and fees
  • Input and track all deposits and separate them out for advisor billing
  • Process checks and maintain all records pertaining to checks
  • Confirm custodian benefits for expense reimbursements
  • Bill other jurisdictions/agencies for fees
  • Receives, records and banks cash, checks and vouchers.
  • Codes documents according to company procedures.
  • Reconciles and report discrepancies found in records
  • Reconciles bank accounts.
  • Operates computers programmed with accounting software to record, store and analyze information.
  • Complies with federal, state and company policies, procedures and regulations.
  • Compiles statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.

Minimum Education:

  • Bachelor’s Degree in finance and accounting preferred

Skills and Experience:

  • 1-2 years of experience
  • Proficient in excel
  • Proficient in accounting software

Firm Requirements:

  • Must maintain client confidentiality
  • Ability to ensure compliance of firm’s policies and procedures
  • Attention to detail with strong oral and written communication skills
  • Ability to prioritize and multitask
  • Strong interpersonal skills
  • Strong organizational and documentation skills
  • Creative, flexible, and persistent in completing tasks
  • Strong initiative; ability to work independently
  • Very experienced in MS Office Suite (Windows, Word, Excel, Email)
  • Reports to COO

Working Conditions:

  • Work is carried out in a controlled, agreeable environment as generally represented by normal office conditions 

Mental and Aptitude Requirements:

  • Ability to speak clearly and distinctly
  • Analytical, conceptual, problem solving and decision-making skills

 Physical Requirements:

  • Good vision and good hearing acuity (with glasses and hearing aids, if necessary)

Please send resumes to: careers@apollonwealth.com

Online Application

Apollon Wealth Management is an Equal Opportunity Employer M/F/V/D and Drug Free Workplace.

 Background checks are required for all employees.