Top Tech Jobs & Startup Jobs

Performs bookkeeping, accounts payable, vendor maintenance, journal entries, reconciliations, 1099 processing, and financial reporting for high-net-worth clients. Maintains accurate client records, processes applications and invoices, responds to client requests, and supports accounting activities involving personal assets. The role requires strong Excel skills, accounting-system experience, attention to detail, organization, and effective communication.

Oversee end-to-end onboarding for new wealth management clients and accounts, including account setup, paperwork, signatures, asset transfers, ACATs, rollovers, and wires. Coordinate with clients, client service specialists, custodians, and internal teams to gather information, resolve questions, and complete onboarding accurately and on time.

Supports wealth management advisors by preparing client presentation materials, financial planning analyses, projections, budgets, and estate planning summaries. Reviews and researches financial planning topics, organizes client documents, assists with customized planning templates, and contributes to firm initiatives. Requires strong analytical, organizational, communication, confidentiality, and multitasking skills, along with basic knowledge of financial planning, investments, insurance, estate planning, and taxes.

Lead global compensation analysis and strategy: build and automate models, optimize Workday compensation configurations, benchmark market surveys, design pay and equity plans, advise HRBPs and Finance, manage global compensation cycles and governance to ensure compliance.

Supports the company’s SOX/ICFR compliance program through control documentation, testing coordination, audit support, risk and control matrix maintenance, remediation tracking, and control effectiveness evaluations. Partners with process owners and auditors, assesses control gaps, supports accounting policies and governance documentation, and prepares reporting on testing and remediation. The role also evaluates internal control impacts from system changes, acquisitions, and process transformations.

Provides onsite and remote deskside IT support for laptops, printers, mobile devices, networks, telecom, video conferencing, and related infrastructure. Troubleshoots incidents, installs and maintains hardware and software, documents tickets, manages IT hardware inventory, escalates critical issues, and collaborates with internal IT teams. The role requires onsite work four days per week, occasional after-hours or weekend availability, and up to 10% travel.

Provide high-level administrative support to multiple executives including C-suite: manage complex calendars, travel, meetings, expenses, presentations, and confidential information. Coordinate meeting logistics, vendor and relationship management, team events, ad-hoc projects and errands, and provide backup to other assistants while supporting internal and client-facing projects.

Leads onboarding and financial operations for high-net-worth client relationships, including accounting, cash management, payroll, bill pay, reconciliations, reporting, and family-office administration. Serves as a trusted client contact while coordinating with wealth managers, tax professionals, attorneys, and other advisors. Supports tax, estate, charitable, and special financial projects, prepares client materials, and coaches team members to ensure accurate and timely service delivery.

Performs bookkeeping, accounts payable, vendor maintenance, journal entries, reconciliations, 1099 processing, client record maintenance, and financial reporting for high-net-worth clients. The role supports client requests, manages accounting data in financial systems, processes payments and applications, and maintains accurate files. It requires an accounting degree, at least two years of accounting experience, strong Excel skills, and familiarity with accounting software. The position is onsite four days per week.

Coordinate marketing initiatives, content development, brand stewardship, collateral management, vendor relationships, performance tracking, events, and marketing project execution. The role partners with internal stakeholders and subject matter experts to create thought leadership and business-development materials, maintain brand consistency, improve marketing workflows, and implement content planning tools. It requires 5+ years of relevant experience, strong writing and project-management skills, and proficiency with Microsoft 365.