Payroll & Accounting Specialist

Join Our Growing Team at Vertis Wealth

Are you ready for a change from the traditional office setting? Vertis Wealth is seeking an ambitious, driven individual to join our dynamic firm in a hybrid Payroll & Accounting role. This exciting opportunity is perfect for someone who wants to be more than just a number-cruncher—you’ll be a key contributor across multiple departments, working directly with leadership and helping to shape the financial and cultural health of our organization.

At Vertis Wealth, our people are our greatest strength. We value collaboration, innovation, and a shared commitment to making a meaningful difference in the lives of our clients, our employees, and our communities.

This hybrid position offers the flexibility to work remotely, with regular in-office collaboration at our Chicago location. Workweeks range from 40–50 hours depending on task efficiency.

Key Responsibilities

Accounting & Finance

• Maintain accurate financial records and ensure adherence to sound accounting practices
  
  
• Prepare account reconciliations, journal entries, and support month-end and year-end close processes
  
  
• Manage banking activity, including deposits and payments
  
  
• Review and reconcile corporate credit card activity
  
  
• Process vendor payments, subcontractor compensation, and consultant disbursements
  
  
• Assist with internal and external audits, resolving discrepancies and maintaining compliance
  
  
• Identify cost-saving opportunities and revenue enhancements
  
  
• Prepare supporting documentation for auditors and leadership
  
  
• Prepare commission pay detail for various company revenue types
  
  

Payroll Support

• Process payroll in compliance with applicable laws and internal policies
  
  
• Maintain employee timekeeping, benefits enrollment, and personnel data
  
  
• Support employee onboarding, documentation, and compliance requirements
  
  
• Partner with department leads to ensure smooth communication and support across teams
  
  

Qualifications

• 3 years of accounting or payroll experience or a bachelor’s degree in Accounting, Business Management, or related field
  
  
• Proficient with QuickBooks and Google Sheets, and Microsoft Excel
  
  
• Strong written and verbal communication skills
  
  
• Self-starter who can manage multiple tasks with accuracy and efficiency
  
  
• Excellent attention to detail with a process- and deadline-oriented mindset
  
  
• Ability to work collaboratively across departments while maintaining confidentiality and professionalism
  
  
• Prior experience in a professional services or wealth management environment is a plus
  
  

Why Vertis Wealth?

We offer more than just a job—we provide a path to grow in a firm that values your contributions and invests in your future. If you're looking for a career that blends purpose, performance, and people, this is your opportunity.

Salary : $55,000