What does an assistant account manager do?
An assistant account manager is in charge of performing clerical support tasks for account managers. Their responsibilities revolve around preparing and processing documents, answering calls and correspondence, taking part in managing schedules and budgets, arranging meetings and appointments, and performing research and analysis to identify new business opportunities. They may also pursue sales leads, reaching out to clients to offer products or services. Furthermore, as an assistant account manager, it is essential to lead and encourage the workforce to reach goals, all while implementing the company's policies and regulations.
Assistant account manager responsibilities
Here are examples of responsibilities from real assistant account manager resumes:
- Capitalize on strong organizational and interpersonal skills to expertly manage the regional provider enrollment system for Medicare and Medicaid memberships.
- Prepare account reconciliations, investigate differences and conduct expense analysis and maintain the company's fix assets system.
- Allocate revenue of sales, cash flow, inflow and outflow, wire transfers to ensure compliance with GAAP accounting standards.
- Full responsibility accounting including month end/year end close, reconciliations, budgets, forecasts and performance management.
- Work closely with CPA firm on annual tax filings.
- Submit product return claims through documentation and EDI transmissions.
- Implement changes in policy and procedures for SOX compliance and audits.
- Work with outside CPA firm in preparation of the taxes and tax planning.
- Work closely with internal and external audit to evaluate adherence to SOX regulations.
- Implement an electronic payment solution, moving towards ACH payments as the primary form of cash disbursements.
- Oversee processing of daily insurance and patient deposits as well as ACH deposits to ensure accuracy and proper recording.
- Calculate and verify accuracy of bonus payouts and payroll for entire organization.
- Develop, execute and enforce accounting procedures to ensure that internal accounting controls are followed under GAAP.
- Develop multiple procedures which improve financial accounting operations including a procedure to supply check figures and error location for payroll input.
- Maintain detail sales and account information in corporate customer relationship management (CRM) system in support of cross-departmental business intelligence.
Assistant account manager skills and personality traits
We calculated that 25% of Assistant Account Managers are proficient in HR, Emergency Situations, and Account Management. They’re also known for soft skills such as Organizational skills, Detail oriented, and Math skills.
We break down the percentage of Assistant Account Managers that have these skills listed on their resume here:
- HR, 25%
Perform HR responsibilities, including hiring, staffing, scheduling, orientations, and benefits administration.
- Emergency Situations, 24%
Supervised corporate security operations and lead dispatch control over emergency situations.
- Account Management, 6%
Developed efficient internal processes and documentation with goal of increasing efficiency within Account Management team.
- Insurance Policies, 4%
Reviewed insurance coverage issues under general liability insurance policies covering hazardous waste, pollution, asbestos, and silicosis cases.
- Quality Customer Service, 4%
Coordinate necessary support services to effectively manage client site to meet or exceed financial operational goals and provide quality customer service.
- Financial Statements, 4%
Monitor financial statements to ensure accuracy and integrity of financial information in support of overall business objectives.
Common skills that an assistant account manager uses to do their job include "hr," "emergency situations," and "account management." You can find details on the most important assistant account manager responsibilities below.
Organizational skills. One of the key soft skills for an assistant account manager to have is organizational skills. You can see how this relates to what assistant account managers do because "because financial managers deal with a range of information and documents, they must have structures in place to be effective in their work." Additionally, an assistant account manager resume shows how assistant account managers use organizational skills: "tracked student and organizational finances through detailed financial models. "
Detail oriented. Another essential skill to perform assistant account manager duties is detail oriented. Assistant account managers responsibilities require that "in preparing and analyzing reports, such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors." Assistant account managers also use detail oriented in their role according to a real resume snippet: "prepared quarterly financial analysis reports in excel spreadsheets consisting of detailed ratio analysis, and other key operational and financial metrics. "
Math skills. Another skill that relates to the job responsibilities of assistant account managers is math skills. This skill is critical to many everyday assistant account manager duties, as "financial managers need strong skills in certain branches of mathematics, including algebra." This example from a resume shows how this skill is used: "managed business operations including inventory control, bookkeeping, daily statistics and vendor/customer relations. "
Analytical skills. For certain assistant account manager responsibilities to be completed, the job requires competence in "analytical skills." The day-to-day duties of an assistant account manager rely on this skill, as "to assist executives in making decisions, financial managers need to evaluate data and information that affects their organization." For example, this snippet was taken directly from a resume about how this skill applies to what assistant account managers do: "carry out annual financial/credit analysis for each company based on their published financial reports and other market information. "
Communication skills. Another common skill required for assistant account manager responsibilities is "communication skills." This skill comes up in the duties of assistant account managers all the time, as "financial managers must be able to explain and justify complex financial transactions." An excerpt from a real assistant account manager resume shows how this skill is central to what an assistant account manager does: "maintained excellent client relations through daily communication and quality control. "
The three companies that hire the most assistant account managers are:
- Allied Universal
71 assistant account managers jobs
- TPI33 assistant account managers jobs
- Risk Strategies14 assistant account managers jobs
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Compare different assistant account managers
Assistant account manager vs. Account manager and customer service manager
A manager of finance accounting's role is to oversee the financial activities in a company or organization. Their responsibilities revolve around coordinating with other departments to gather financial data, analyze the revenues and expenditures, and develop written reports and presentations. A manager of finance accounting must also maintain accurate financial records, identify any errors or inconsistencies, and perform support tasks for staff when necessary. Furthermore, as a manager, it is essential to lead and encourage the team, all while implementing the company's policies and regulations.
There are some key differences in the responsibilities of each position. For example, assistant account manager responsibilities require skills like "strong customer service," "emergency situations," "insurance policies," and "quality customer service." Meanwhile a typical account manager and customer service manager has skills in areas such as "purchase orders," "vendor invoices," "payroll," and "customer satisfaction." This difference in skills reveals the differences in what each career does.
The education levels that account manager and customer service managers earn slightly differ from assistant account managers. In particular, account manager and customer service managers are 2.9% less likely to graduate with a Master's Degree than an assistant account manager. Additionally, they're 0.3% less likely to earn a Doctoral Degree.Assistant account manager vs. Manager/finance accounting
A Tax Manager is responsible for managing tax reporting and compliance within an organization. They provide innovative tax planning and prepare state and federal tax returns for companies.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that assistant account manager responsibilities requires skills like "strong customer service," "emergency situations," "account management," and "insurance policies." But a manager/finance accounting might use other skills in their typical duties, such as, "customer service," "cpa," "gaap," and "reconciliations."
Managers/finance accounting may earn a higher salary than assistant account managers, but managers/finance accounting earn the most pay in the government industry with an average salary of $92,198. On the other hand, assistant account managers receive higher pay in the professional industry, where they earn an average salary of $43,415.In general, managers/finance accounting achieve higher levels of education than assistant account managers. They're 10.8% more likely to obtain a Master's Degree while being 0.3% less likely to earn a Doctoral Degree.Assistant account manager vs. Account officer
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from assistant account manager resumes include skills like "strong customer service," "hr," "emergency situations," and "account management," whereas an account officer is more likely to list skills in "payroll," "kyc," "external auditors," and "general ledger accounts. "
Account officers earn the best pay in the energy industry, where they command an average salary of $56,873. Assistant account managers earn the highest pay from the professional industry, with an average salary of $43,415.Most account officers achieve a higher degree level compared to assistant account managers. For example, they're 7.4% more likely to graduate with a Master's Degree, and 0.2% more likely to earn a Doctoral Degree.Assistant account manager vs. Tax manager
Types of assistant account manager
Updated January 8, 2025
