Company Introduction:

EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.


Job Summary:

The Accounting Administrative Assistant with EdgeCo Holdings will be a member of the corporate Accounting & Finance team. The Accounting Administrative Assistant will be responsible for a variety of administrative and accounting tasks on a daily, weekly, and monthly basis to support the team.



Collect and distribute daily mail
Deposit daily checks
General cash entry into the accounting system
Assist with some accounts payable processing and vendor inquiries
Audit third party manager invoices versus our internal commissions’ system for correctness
Expense report management setup and training for employees
Assist with corporate tax payments, account maintenance, and communication with tax agencies
Sending out invoices for multiple entities
Collection and filing of monthly bank statements and accounting reports
Assist with annual audit documentation
Assist in the preparation and filing of 1099s
Other administrative projects and duties as needed


Required Skills/Abilities:

Excellent verbal and written communication skills
Strong organizational skills and attention to detail
Ability to take initiative and work with minimal guidance
Ability to work in the office most days
Prior experience in an administrative role



Employees are eligible to participate in company benefits including health, dental, and vision insurance on the first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.