Office Manager

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Vero Beach, United States Private Family Office Full time

Busy Vero Beach family office in need of a highly organized and self-motivated office manager

 

Responsibilities

  • pay the bills and post activity in Quickbooks
  • reconcile bank and credit card statements
  • open snail mail, scan and save down in the cloud drive
  • gather investment statements/activity from emails/online portals and save down to cloud drive
  • book appts and keep calendar for principals
  • run misc local errands in Vero Beach (so proximity to the island is important)
  • travel bookings
  • insurance administration - medical as well as property/casualty
  • gather tax documents for the accountants (1099's, K1's, one-off taxable events)
  • coordinate property management


Qualifications

  • Proficiency in both Microsoft Office (especially Excel) and Quickbooks
  • Strong interpersonal skills
  • Ability to prioritize tasks, with attention to detail
  • Self-starter that is highly organized
  • General IT knowledge (email/phones/internet/computer)
  • Work experience in tax/accounting/bookkeeping/finance a plus
  • Discretion is of paramount importance


Benefits: Paid time off, annual discretionary bonus, medical/dental insurance, opportunities for advancement


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