Family Office Accounting Services Associate
2 weeks ago
As an Associate in our Outsourced Family Office Accounting Services division, you will play a crucial role in fostering relationships with our outsourcing clientele. This role presents a significant opportunity for professional growth within our expanding organization.
Key Responsibilities:
In this position, you will dedicate your efforts to client service while managing tasks in the following areas:
- Support family office clients and independent households with accounting outsourcing and transaction management
- Assist in developing and nurturing client relationships
- Provide support for virtual or onsite outsourced accounting, which includes:
- Maintaining general ledgers
- Processing accounts payable
- Preparing account reconciliations
- Creating depreciation schedules
- Engage in regular communication with clients
- Prepare financial statements and tailored dashboard reports for clients
- Offer assistance with accounting software to clients and internal teams
- Support the training of clients and other staff members
We seek individuals who demonstrate forward-thinking and possess:
- A commitment to delivering exceptional client service
- Strong verbal and written communication abilities
- Initiative and problem-solving capabilities
- Proficiency in Microsoft Office Suite
- A willingness to learn new software and technologies
- Meticulous attention to detail
- The ability to travel as required
- A collaborative spirit
- An associate degree or higher in accounting, finance, or a related business field, or a minimum of 2 years of experience in accounts receivable, accounts payable, general ledger, or staff accounting
- Experience in accounting or consulting within the family office sector
- Familiarity with accounts payable processing platforms
- Experience with QuickBooks, QuickBooks Online, Sage Intacct, or similar general ledger software
- Experience with payroll processing systems
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