We believe our firm’s greatest asset is the people who work here.
You will work closely with other team members to collect and organize information to ensure the accurate and timely delivery of financial reports and data related to partner investments.
Responsibilities
Assist in the setup of internal accounting system for entities and individuals
Prepare monthly customized personal cash flow and net worth statements
Monitor and reconcile bank account statements
Work with Principals to collect tax information and facilitate communications with internal / external tax preparer
Track charitable contributions and gifts
Maintain and monitor a calendar for due dates for important deadlines
Prepare other reports and analyses as requested
Record monthly and quarterly investment activity
Qualifications
BA degree in accounting or finance
Minimum of 2 years of relevant experience
Experience with balance sheet and summary of investments for high-net-worth individuals
Ability to manage multiple tasks, prioritize effectively, meet deadlines, and deliver high quality, error free work in a fast-paced environment
Approach all aspects of responsibilities with the highest level of discretion and integrity
Excellent interpersonal and communication skills
Strong work ethic, initiative, and a proactive approach
Â
 #toponehire