Assistant Account Manager (Client Services - Level Group)

About the role

The Assistant Account Manager supports the Account Manager and client service team by helping ensure that clients’ financial, administrative, and business management needs are handled accurately, efficiently, and with discretion. This role combines client support, administrative management, and operational coordination to safeguard both personal and professional interests. The AAM assists with day-to-day client communications, financial tracking, and departmental workflows, while contributing to process improvements, and helping to maintain a high standard of team and client service.

Responsibilities

• 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 workpapers, 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.
• Interdepartmental Collaboration: 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 Pay