Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

　　We are looking for a Staff Accountant to join our amazing team. To achieve success this position will need to have a strong communication skillset, attention to detail, and a persistent follow-through attitude. Ensuring compliance regarding security awareness training, risk mitigation, 3rd party vendor review, and policy adherence are the primary responsibilities of this position. In addition this position is responsible for creating and maintaining all security policies and standards, and oversight of internal and external audit requests.

　　Location:  This position will be HYBRID out of our home office in San Diego, CA: 10150 Meanley Drive, San Diego 92131

　　Position Purpose:

　　Processes journal entries and assists in month-end closing and annual audits.

　　Essential Functions, Duties and Responsibilities:

　　Prepares month-end closing journal entries and uploads them into Sage Intacct ERP accounting system

　　Performs detailed reconciliations of balance sheet accounts

　　Collaborates with other departments to gather pertinent data for month-end close

　　Prepares audit support and performs other tasks related to the year-end audit

　　Prepares monthly flux analysis including explanation of variances

　　Responds to accounting and financial questions by researching and interpreting data

　　Performs Fixed Assets  Reconciliations  and maintains accurate fixed assets listings

　　Maintains accurate listings of all TA loans

　　Performs monthly bank reconciliations for certain assigned cash accounts

　　Other projects and duties as assigned

　　Supports Company Mission and Corporate Values

　　Maintains consistent office hours

　　Required Education, Skills, and Experience:

　　Bachelor’s degree in Accounting  

　　Minimum 2 years of experience as staff accountant preferred.

　　Financial services experience preferred.

　　Proficient with Excel, Word, Sage Intacct ERP, Outlook, 10-key by touch.

　　Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

　　Ability to calculate figures and amounts such as discounts, interest and commissions.

　　Why work at Atria?

　　In addition to a competitive salary, we provide a full benefits package that includes:

　　Medical & Prescription Drug Insurance

　　Health Advocacy

　　Telehealth

　　Dental Insurance

　　Vision Insurance

　　Health Savings Account

　　Flexible Spending Accounts

　　Short-Term Disability Insurance

　　Long-Term Disability Insurance

　　Life Insurance

　　Paid time off, Paid Holiday, Paid Birthday

　　Critical Illness, Accident & Hospital Indemnity Coverage

　　Identity Theft

　　Employee Assistance Program

　　Pet Insurance

　　Legal Plans

　　Virtual Therapy

　　Virtual Mental WellCare

　　Long-Term Care

　　Retirement 401(k) Savings Plan with matching

　　At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.

　　Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

　　Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit  atriawealth.com .

　　Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

　　This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

　　It’s time for the next step in your career. Apply now.

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