Want to Work at WealthCounsel?

We don’t just hire attorneys! It takes a dynamic, diverse team of hard-working people to run a business as robust as ours, and we employ people across a variety of skill sets, locations and areas of expertise.

You’ll be valued here.

We foster an inclusive, welcoming work culture–very much like the culture our members enjoy. That means you’ll have freedom to grow and learn, take part in decision-making and sharing your ideas, grass-roots style. We believe strongly in transparency, so you will always know how we’re doing and where we’re going.

You’ll fit right in.

Hiring people who gel professionally and culturally is important to us. We look for those who demonstrate:

  • Team spirit. You respect others, communicate well and go the extra mile for your team and for WealthCounsel members.
  • Self-motivation. You can work productively on your own and are comfortable working remotely or virtually.
  • Initiative. You contribute ideas, expertise and knowledge–and you enjoy an entrepreneurial, grassroots-style workplace.
  • Confidence. You believe in yourself, your decisions and your talents.
  • Flexibility. You’re comfortable going with the flow, trying new things and challenging yourself.
  • Excellence. You bring your A-game to work every day.

You’ll be rewarded.

At WealthCounsel, we hold our people in the highest esteem. We provide employees:

  • A competitive salary
  • Full medical and dental benefits
  • A bi-annual bonus program
  • New tools and technology
  • Training and development (personal and professional)
  • Travel to our annual company meeting
  • Perks like paid gym memberships, home Internet and phone

Please contact humanresources@wealthcounsel.com if you have any questions or experience technical difficulties applying for an open position.

Virtual employment opportunities are open for hire in any state except Alaska, California and Hawaii.

The job you are applying for is currently closed to new submittals.

Accounting Clerk

Job Title
Accounting Clerk
Job ID
27037899
Location
Draper,  UT
Other Location
salt lake city, ut
Description

Receivables & Contract Specialist

WealthCounsel is looking to expand their Draper office and is seeking a capable & experienced individual that will work alongside the Controller and other Finance personnel. This is an exciting & highly visible opportunity as this individual will play a key role in the company’s success. The primary responsibility of this individual will be maintaining customer contracts, setting up billing schedules in NetSuite, interfacing with customers via phone and email, & processing credit cards. 

Key Activities:

  • Entering customer contract information & setting up billing & revenue schedules in NetSuite.

  • Batch processing customer credit cards.

  • Customer account maintenance - updating customer records, sales orders, suspensions, & refunds within NetSuite.  

  • Interact directly with customers via phone & email to address contract and billing questions.  

  • Administer member referral program, tracking new referrals & use or payment of referral credits.

  • Work closely with the Sales and Member Services departments by providing information as requested for new applications, suspensions and cancellations.

  • Maintain a record of communication with customers.

Team Development / Leadership:

  • Promote a culture of excellence and continuous improvement that values learning and a commitment to quality.

  • Strong & effective collaboration with Sales & Member Services while working closely with customers to resolve questions.

Qualifications:

  • Excel required – understanding of basic formulas & formatting necessary.

  • Organized, self-starter, who knows how to solve problems.

  • Positive attitude and willingness to learn & grow their skill set.

  • Team player who is willing and able to collaborate with other team members in accomplishing department goals and responsibilities.

  • Demonstrates high moral and ethical standards.

  • Ability to pay attention to detail and reconcile statements.

  • Strong written and verbal communication skills.

  • Sound computer skills & ability to work efficiently in a paperless environment.

  • Outstanding customer service skills, friendly on the phone, & all around great personality.

Education & Experience:

  • One to three years minimum experience in accounts receivable or contract administration.

  • Experience with NetSuite & Salesforce (desirable).

BENEFITS

We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive salary and an extensive benefits package including paid time off, medical, dental and vision benefits and 401K match and future growth opportunities within the company. We also offer up to $40/month gym membership reimbursement.

WealthCounsel is an Equal Opportunity Employer.