Litman/Gregory Asset Management (Through Accountemps) Work Values

Daily Duties at Litman/Gregory Asset Management (Through Accountemps):

Reconciled in-house partnership accounting records (using Advent Partner and Advent Axys) with those of the company-designated broker-dealer. Updated market values for all third-party investments held by the partnership on a monthly basis. Tracked and processed end-of-quarter transactions (deposits, withdrawals and assignments), ensuring correct completion and signatures for all legal documents. Determined proper partner allocation of all realized gains for the partnership, based on percentage ownership. Began creating a desktop manual to document the responsibilities of the position and procedures to fulfill said responsibilities.

What they like about Litman/Gregory Asset Management (Through Accountemps):

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Epic, electronic medical record, electronic health record, deployment, implementation, healthcare, inpatient, workflow, software application support, application training, San Francisco Bay Area, subject matter expert, ICU, medsurg, respiratory therapy, clinical personnel, domain meetings, end-user training, problem resolution, communication, competency

Skills

Software Implementation, Leadership , electronic medical record application

These are some of the questions we asked our climbers about their experiences with Litman/Gregory Asset Management (Through Accountemps):