Assistant Account Executive
- Source: LinkedIn
- X&
- On-site
- El Segundo
- Full-Time
- Mid level
Job Description
Assistant Account Executive — X& Business Management (X&BM)
El Segundo, CA Full-time HybridHands-on AgilLink experience is required.
About X&BM
X& Business Management is the business-management arm of X&. We help entertainers, athletes, founders, and other high-net-worth clients manage their financial lives across multiple entities. Our work includes accounting, bill pay, cash management, payroll, royalty administration, insurance, and tax, with an emphasis on accuracy, responsiveness, and discretion.
About the role
The Assistant Account Executive supports Account Executives and Business Managers in the day-to-day accounting and administration of client accounts. You will help keep client books accurate, payments organized, and deadlines on track while developing your business-management experience.
Responsibilities
• Use AgilLink to enter, code, and maintain client transactions and supporting documentation.
• Process accounts payable and receivable; prepare payment requests, track approvals, and follow up on outstanding items.
• Reconcile bank and credit-card accounts, investigate discrepancies, and maintain accurate records across client entities.
• Maintain vendor information, collect W-9s, and assist with annual 1099 preparation.
• Support month-end close, journal entries, cash-flow schedules, and financial reporting under the direction of the account team.
• Assist with payroll information, expense reports, income tracking, and preparation of tax-support packages.
• Coordinate with clients, vendors, banks, and internal specialists to obtain documents and resolve routine questions.
• Keep files and task lists organized, meet deadlines, and protect confidential client information.
Required qualifications
• Hands-on experience using AgilLink in an accounting or business-management role. Applicants must be able to describe the workflows they have performed in AgilLink.
• Practical bookkeeping or accounting experience, including accounts payable and bank or credit-card reconciliations.
• Strong attention to detail and the ability to organize work across multiple accounts and deadlines.
• Proficiency with Microsoft Excel and comfort working with financial records and supporting schedules.
• Clear, professional communication, reliable follow-through, and sound judgment with confidential information.
Preferred experience
• Experience at a business-management firm or family office, particularly serving entertainment, sports, or other high-net-worth clients.
• Familiarity with multi-entity accounting, loan-out companies, payroll support, 1099s, or tax-package preparation.
How to apply
Apply through LinkedIn with your résumé. Please make your AgilLink experience and relevant business-management or accounting responsibilities clear in your application.
Our interview process uses AI-guided interviews through LinkedIn, with responses reviewed by our hiring team.
Skills
- microsoft-excel
