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Accounting and Administrative Coordinator

2 months ago

San Antonio, Texas, United States VIP Tech Full time
Job Overview

Summary: We are seeking a dedicated family office manager with a strong background in bookkeeping to oversee the financial and administrative functions of our family office, which encompasses various business entities, trusts, and individuals.

Key Responsibilities:

  1. Conduct bookkeeping tasks, including recording financial transactions, reconciling accounts, generating financial statements, and managing tax filings.
  2. Organize and maintain the filing and supply management system for the family office.
  3. Facilitate tenant communications, such as issuing invoices, collecting rent, and resolving issues.
  4. Coordinate meetings and travel arrangements for the family office director and other personnel.
  5. Provide comprehensive administrative support to the family office director and family members, including managing phone calls, emails, and correspondence, preparing documents, and running errands.
  6. Undertake additional duties as directed by the family office director.

Qualifications:

  1. A minimum of a bachelor’s degree in accounting, finance, business administration, or a related discipline.
  2. At least three years of bookkeeping experience, ideally within a family office or comparable environment.
  3. Proficiency in Microsoft Word, Excel, and QuickBooks.
  4. Exceptional communication, organizational, and interpersonal skills.
  5. Ability to work autonomously as well as collaboratively within a team.
  6. Strong attention to detail and accuracy.
  7. Commitment to discretion and confidentiality.