Accounting Assistant

Apella Wealth; West Hartford (CT); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, Vision coverage

HSA & FSA options

401(k) match

Unlimited PTO

Life Insurance & Disability

Parental Leave

Education reimbursement

Employee perks

Job summary

Apella Wealth is a West Hartford, CT-based wealth advisory firm. We are seeking an Accounting Assistant to support the accounting team, maintain accurate financial records, and contribute to developing department policies as we scale.

This role emphasizes hands-on finance tasks within a high-trust, client-focused environment. You will join a national, fee-only RIA, handling accounts payable/receivable, payroll, reporting, and close processes while identifying opportunities to improve operations

Qualifications

• Associate’s degree in Accounting or a related field; Bachelor’s degree preferred.
• 2+ years in an accounting or finance role with a strong understanding of financial principles, finance team operations and accounting software.
• Experience with payroll operations, financial analysis and reporting strongly preferred.
• Proficiency in Microsoft Excel and accounting software (e.g., QuickBooks, SAP, Oracle, Sage Intacct).
• Knowledge of GAAP is a plus.
• Exceptional critical thinking abilities and attention to detail.
• Excellent written and oral communication skills; strong listening skills; professional demeanor.
• Strong organizational, prioritization and project management skills.
• Ability to multi-task and manage time effectively in a fast-paced environment.
• Ability to work independently and as part of a team.
• Eager to learn and able to adapt quickly to multiple technology platforms and rapid change.

Responsibilities

• Prepare, analyze, and maintain financial reports, statements, and records in compliance with company policies and accounting standards.
• Assist the accounting team with monthly, quarterly, and year-end closings and reconciliations.
• Ensure accurate and timely processing of invoices, payments, and other financial transactions.
• Review employee and company credit card expense reports for adherence to company policies and processing payments upon final approval.
• Assist with payroll management, reporting and forecasting including executing payroll distributions.
• Ensure timecard accuracy and completion, downloading reports and preparing journal entries for uploading into the general ledger.
• Support accounts payable/receivable functions, ensuring all transactions are properly recorded and follow up on outstanding payments.
• Assist with the preparation of tax filings, audits, and other regulatory compliance requirements.
• Collaborate with internal teams to provide financial insights and support decision-making.

Skills

Accounting principles

Financial analysis

Payroll operations

Excel proficiency

Communication skills

Multi-tasking

Teamwork

Adaptability

Education

Associate’s degree in Accounting

Bachelor’s degree preferred

Tools

QuickBooks

SAP

Oracle

Sage Intacct

Microsoft Excel

Job description

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.

Founded in 2014, we are growing rapidly with more than $10B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.

Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.

We compete for talent.

We owe it to our clients and our co-workers to find the right people for them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working with.

The Role

As an Apella Accounting Assistant, you will serve in a critical finance function supporting the accounting team, the finance department and the broader Apella organization. You will play an important, tactical operations role in maintaining accurate financial records, performing reconciliations, and supporting the team with various accounting tasks while developing procedures and policies to govern the operations of the department in the future.

This is a rare opportunity to step into a well-supported, high-trust, accounting role within a national, fee-only RIA. The ideal candidate will have experience with all accounting functions including accounts payable, accounts receivable, payroll, financial and government reporting, and streamlining accounting processes.

You’ll be joining a team obsessed with client service – where good enough never is. You’ll be expected to identify and take charge of opportunities to improve team operations and efficiency from Day 1. This will be a challenging accounting role that can lead to significant opportunity and career growth within the firm.

Where you’ll work:

This role will be located on our West Hartford, CT-based team and be expected to be available in-office daily for meetings with some remote work flexibility as determined by finance team leadership.

What you’ll be responsible for:

• Prepare, analyze, and maintain financial reports, statements, and records in compliance with company policies and accounting standards
• Assist the accounting team with monthly, quarterly, and year-end closings and reconciliations
• Ensure accurate and timely processing of invoices, payments, and other financial transactions
• Review employee and company credit card expense reports for adherence to company policies and processing payments upon final approval
• Assist with payroll management, reporting and forecasting including executing payroll distributions
• Ensure timecard accuracy and completion, downloading reports and preparing journal entries for uploading into the general ledger
• Support accounts payable/receivable functions, ensuring all transactions are properly recorded and follow up on outstanding payments
• Assist with the preparation of tax filings, audits, and other regulatory compliance requirements
• Collaborate with internal teams to provide financial insights and support decision-making

What qualifications we’re looking for:

• Associate’s degree in Accounting or a related field - Bachelor’s degree preferred
• 2+ years in an accounting or finance role - with a strong understanding of financial principles, finance team operations and accounting software
• Experience with payroll operations, financial analysis and reporting strongly preferred
• Proficiency in Microsoft Excel and accounting software (e.g., QuickBooks, SAP, Oracle, Sage Intacct)
• Knowledge of GAAP (Generally Accepted Accounting Principles) is a plus
• Exceptional critical thinking abilities and attention to detail
• Excellent written and oral communication skills; strong listening skills; professional demeanor
• Strong organizational, prioritization and project management skills
• Ability to multi-task and manage time effectively in a fast-paced environment
• Ability to work independently and as part of a team
• Eager to learn and able to adapt quickly to multiple technology platforms and rapid change

What we offer:

A base salary range of $65K -75K with discretionary bonus and opportunity to a be key figure in the build out a finance function for a rapidly scaling financial services firm.

• Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
• 401(k) retirement plan with company match to help you achieve your financial goals
• Unlimited paid time off (PTO) policy to ensure you have time to rest and recharge when needed
• Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
• 16-week fully paid Parental Leave programs and adoption assistance support to help you start a family
• Continuing education and certification fee reimbursement for professional development
• Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
• Most importantly: The chance to help shape the future of a growing wealth management firm

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