Family Office Account Manager - Business Management Family Office (51539)
$70,000–$125,000 year
Hybrid · New York City, New York, United States
Job Summary
Account Manager for a Business Management & Family Office practice. Responsibilities include processing accounts payable and payroll data, reviewing schedules and ensuring timely payments, assembling year-end tax packages, responding to client inquiries, coordinating with Insurance Coordinator on renewals, understanding various insurance plans and retirement benefits, assisting with home purchases/refinances, handling contracts and audits, mentoring the Assistant Account Manager, preparing monthly financials, and performing reconciliations with a focus on accuracy and segregation of duties. Requires a Bachelor's degree (or 3-5 years in the field) and 3-5 years of experience; CPP certification is a plus. Strong organizational, communication, and leadership skills, with an entrepreneurial mindset and client-focused approach.”,
Required Qualifications
- Bachelor's Degree in Accounting, Business Administration, Economics or a related field, or 3-5 years of experience in the business management industry
- CPP certification a plus
- Prior knowledge of advance payroll, insurance and/or risk management
- Technical skills focused on quality
- Business acuity focused on the firm and our clients
- Leadership skills focused on talent
- Entrepreneurial and innovative mindset focused on advancing the firm and the profession
- Interpersonal Skills focused on the team
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