Family Office Accounting Professional

Description

We are looking for a detail-oriented Family Office Accounting Professional within the private client group of our wealth management firm, located in Northern Bergen County, NJ. The ideal candidate will have accounting, bookkeeping and administrative experience with a financial firm dealing with high-net-worth clients.

This position offers work from home availability 2 days per week after initial orientation period.

Position responsibilities:

• Prepare bank and account reconciliations 
• Prepare and enter journal entries
• Help maintain accurate and organized financial records and support documentation
• Scan, file, and organize invoices, statements, receipts, and other accounting records
• Manage accounts payable and accounts receivable processes as needed
• Assist with ad hoc projects and reporting requests as needed
• Provide general accounting, administrative support across family office and related business entities
• Complete other duties as assigned

Requirements

The successful candidate will have:

• Bachelor’s degree in accounting or related field preferred
• QuickBooks, QuickBooks Online & Quicken experience required
• Minimum 5 Years’ bookkeeping experience in a family office environment required
• Excellent computer proficiency (e.g. Microsoft Excel, Word, Adobe and Outlook) 
• Highly organized with strong attention to detail
• Fiduciary trust accounting a plus
• Tax preparation and administration experience a plus
• Ability to thrive in a small office environment
• Ability to communicate professionally with high-net-worth clients
• Positive attitude and get it done mindset
• Ability to pivot and multitask on multiple projects

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. 

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. 

The qualified candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
• The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
• An opportunity to work with high-profile private clients and institutions across the country
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program

We are Clearstead…an independent institutional investment and private wealth advisory firm headquartered in Cleveland, Ohio.

Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.