Assistant Account Manager; Client Services - Level Group

Position: Assistant Account Manager (Client Services - Level Group)

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Summary

The Assistant Account Manager supports the Account Manager and client service team by ensuring clients’ financial, administrative, and business management needs are handled accurately, efficiently, and with discretion. The role combines client support, administrative management, and operational coordination, safeguarding both personal and professional interests while contributing to process improvements and high standards of service.

Client Relationship & Business Management

• Communicate with clients, teams, vendors, and partners, ensuring timely and accurate responses.
• Coordinate scheduling, calls, and meetings; track client requests to ensure follow‑through.
• Support ad hoc client needs by compiling reports, updates, and documentation.
• Assist with financial updates by gathering data on tour results, cash flow, and tax outcomes.
• Maintain organized records of contracts, insurance policies, compliance documents, and renewals.
• Support annual processes such as healthcare enrollment and business filings.
• Monitor deadlines and proactively flag upcoming client obligations.
• Share updates across departments to ensure integrated planning and accurate documentation.

Financial Management & Accounting

• Maintain organized and accurate bookkeeping records, reconciliations, and account workbooks for client entities.
• Assist in preparing and updating business and personal cash flow projections for Account Manager review.
• Track balances, reconcile accounts, and flag discrepancies or irregularities for resolution.
• Prepare documentation for annual filings, dues, and government requirements to support corporate compliance.
• Assist with gathering tax documents, preparing work papers, and coordinating with the Tax Department for returns and filings.
• Support audits and ad hoc financial projects by compiling records, schedules, and required materials.

Banking & Payment Administration

• Prepare client payments including checks, wires, ACH transfers, and credit card transactions for Account Manager review and approval.
• Track accounts payable/receivable, vendor invoices, commissions, and disbursements, ensuring timely execution and accurate documentation.
• Monitor daily bank activity, balances, and deposits, flagging discrepancies or unusual transactions.
• Maintain updated banking details, credit card information, and secure records of account documentation.
• Assist in preparing invoices and compiling backup documentation to support payment approvals.
• Provide administrative support for banking communications, including liaising with vendors and financial institutions when requested.

Inter Siboyd 8;
Research vs. Call

• Coordinate between departments to align client priorities and deliverables.
• Partner with the Tour Department on budgets, crew payments, payables/receivables, insurance, bookkeeping inquiries and reconciliations.
• Collaborate with Personal Services to support individual financial planning and related coordination.
• Work with the Royalties Department to monitor income, payouts, deal terms, and audits.
• Coordinate with the Tax Department for planning, preparation, filings, and notice resolution.
• Support the Payroll Department in managing crew and owner W‑2s and related reporting.

Administrative & Operational Responsibilities Administrative Support

• Draft and prepare correspondence, reports, and documentation for Account Manager review.
• Maintain systems, databases, and records, ensuring all information is accurate, secure, and up to date.
• Assist with standardizing templates, forms, and reports, ensuring consistency across client files.
• Support onboarding and offboarding of clients, vendors, and staff by preparing documentation and updating records.
• Manage administrative tasks such as scheduling, filing, scanning, and tracking departmental deadlines.
• Ensure compliance with confidentiality standards and company administrative procedures.

Operational Support

• Assist Account Managers in tracking task assignments, workload prioritization, and monitoring progress across the team deliverables.
• Participate in team and one-on‑one meetings by preparing agendas,…