Family Office Associate
Core
Provide bookkeeping, financial administration, and forensic accounting support for multiple clients in a family office setting.
Role type
Accounting Associate (Family Office)
Builds
Financial statements, spending reports, and forensic accounting presentations for counsel and court.
Domain
Wealth Management / Family Office
Required skills
Bookkeeping, Payroll processing, General ledger postings, Bank reconciliations, QuickBooks, MS Office, Forensic accounting, Client communication
Preferred skills
Business management firm experience, CPA firm experience, Family office experience
Technologies
QuickBooks, MS Office
Responsibilities
Provide bookkeeping services including payroll and bill paying; Prepare client-specific financial reports; Assist with forensic accounting for matrimonial actions; Create and maintain written procedures for clients.
Seniority
Mid-level, hands-on IC