Experienced
NY Wallstreet Office - New York, NY
Full Time
4 Year Degree
$70,000.00 - $85,000.00
Day
Are you someone with impeccable attention to detail, who thrives in a fast-paced environment and under pressure? Is organizing and analyzing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit in our family office group.
As a Financial Accountant in our New York office, your responsibilities would include the following activities:
- Maintain balance sheets and other financial exhibits for some of our largest clients
- Client specific reporting needs, including preparing monthly reports for clients, sometimes using Excel and sometimes using Quickbooks.
- Be well versed in Quickbooks and able to track cash flow, expenses and balance sheets there.
- Provide business management services for multiple clients including payroll, bill paying and coordinating with vendors
- Available to perform administrative functions and operational duties
- Create presentations and provide summary reporting for clients
- Maintain written procedures on all aspects of this position, while always working to improve efficiency and minimize errors
- Prior experience with a family office or CPA firm is desirable.
- You understand the need to provide a world-class customer experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
- 2+ years of accounting or bookkeeping experience required
- Excels in a team-based, client-centric culture
- Able to work independently on project type assignments
- Knowledge of Quickbooks required, including Quickbooks online
- Strong MS Office skills
- Superior analytical and problem resolution skills with strong attention to detail
- Willingness to work until work is done, which may require extended hours to meet team needs
- Bachelor's degree preferred but not required
- Excellent oral and written skills, including great client service
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What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
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