Chief of Staff

2 weeks ago

Woodmere, United States Longterm Health Management Services Full time

**About the Job**

**Responsibilities will include**

Cash Management
- Process checks, transfers, and wires as needed for personal and business expenses
- Manage charity requests and receipts and track accordingly
- Monitor personal bank accounts activity

Financial Recordkeeping
- Reconcile bank and investment accounts monthly
- Track investments, loans, and other financial activity in both spreadsheets and personal accounting software (Quicken, Quickbooks, or other tbd)
- Work on personal financial statement semi-annually. Gather information and compile with financial team.

Research, analyze and summarize various topics upon request

Special projects for the principals and the rest of the executive team. For example, depending on skill set you may:

- Assist the office manager with tracking/follow up for technology requests and troubleshooting,
- Assist with general office organization

**Qualities**
- Is extremely professional with a great attitude
- Has experienced in cash management or bookkeeping
- Excellent communication skills
- Organized and able to maintain detailed files
- Flexible, and enjoys taking on different tasks of all types
- Software: Excel, Word, Outlook.

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