Accounting / Family Office Services

2 weeks ago

Martinsville, United States Condor Capital Management Full time

**Accounting/Family Office Associate**

**Responsibilities**:

- Maintain internal financials for a few entities that share some common ownership.
- Maintain family office client financials and issue reports.
- Process bills for the company and clients in bill pay software
- Reconcile bank accounts and accounts payable and receivables.
- Complete tasks and projects as requested by clients and management
- Assist with and write up research reports to present to management.
- Calculate, prepare, and issue bills, invoices, account statements and other financial statements according to established procedures in a timely manner.
- Operate accounting software to record, store, and analyze information.
- Prepare, review, and distribute quarterly statements and billing invoices to family office clients
- Provide clerical and administrative support.
- Calculate and present intercompany allocations.

These activities involve heavy use of the higher functions of the Microsoft Office Suite, particularly Word and Excel. Telephone communication with clients will be necessary from time
- to-time to follow-up on outstanding items, but cold calling is NOT a part of this job.
- Bachelor's degree from 4-year institution with strong GPA. Accounting majors are preferred, but all will be considered.
- Excellent command of the written English language is necessary.
- 1-3 years relevant job experience.
- Working knowledge of Microsoft Office and related business productivity tools.
- Ability to manage competing priorities in a timely fashion.
- Mental acuity to work independently, but also function in a team environment when the situation dictates.
- Strong attention to detail.
- Ability to communicate information in a clear, concise, and professional manner.
- Experience with the Sage, and Quickbooks software is preferred, but not required.
- **Compensation and Benefits**:

- Compensation is competitive and commensurate with experience.
- Generous 401(k) match.
- Full medical and dental benefits.
- Employee Stock Ownership Program.
- Recently named one of the Best Places to Work in NJ by NJBiz. o Business casual dress code. o Lunch provided daily. o Fast-paced, dynamic atmosphere. o Open environment, no offices.

**About the Firm**

Our primary business consists of managing the investment accounts of high net worth individuals and corporations. As a fee-only firm, there are never any conflicts of interest regarding our investment recommendations. Portfolios are typically managed on a discretionary basis using a variety of in-house investment strategies. Additionally, we offer financial planning to our clients at no extra charge. A hallmark of the firm is its ability to combine cutting edge technology and personalized service to meet the varied investment needs of our clients. Our services include a personal relationship with our portfolio managers and certified financial planners at no additional charge. We believe this commitment to client service is essential and fosters a much stronger relationship than the typical brokerage firm is able to offer. We pride ourselves on an academically diverse staff, which includes accounting and MBA graduates, as well as CFA®, CFP®, and CIMA® professionals.

Pay: $55,000.00 - $65,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Work from home

Schedule:

- Monday to Friday

**Experience**:

- Microsoft Excel: 1 year (preferred)

Ability to Relocate:

- Martinsville, NJ 08836: Relocate before starting work (required)

Work Location: Hybrid remote in Martinsville, NJ 08836

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