Tech Stack

Description

You will drive excellence and accuracy in executing client engagements, providing white glove service including bookkeeping, payroll, bill paying, and financial reporting for family office clients. You'll also assist with budgeting, spending, and investment monitoring, while communicating engagement status to departments.

Requirements

• Bachelor's Degree
• Experience with QuickBooks and Microsoft Excel preferred
• Strong communication and organizational skills
• Ability to research issues independently and timely

Responsibilities

• Execute client engagements providing white glove service
• Oversee bookkeeping, payroll, bill paying and wire transfers for family office clients
• Assist with ad hoc special finance projects
• Work with client on budgeting, spending and investment monitoring
• Prepare client financial reporting including P&Ls, cash flow reports and projects