The Family Office group provides wealth management services to high net worth individuals and family clients. The services provided range from cash management and bill payment to advising on complex intergenerational wealth strategies.

The A/P Clerk will be an integral part of the Family Office group providing diversified administrative and day-to-day financial support to the Family Office Management Team in the service of our clients. Our ideal candidate will have a broad accounting background; strong interpersonal skills with an approachable and professional demeanor; excellent verbal and written communication skills; able to handle and respond to multiple clients and department demands; thrives in a fast-paced and dynamic environment; is a team player but able to work independently.

DUTIES WILL INCLUDE, BUT NOT BE LIMITED TO:

Responsible for providing multiple clients with a variety of accounting and administrative services including:

• Accounts payable
• Respond to client requests and inquiries
• Handle special projects as needed for the Family Office Management Team

MINIMUM REQUIREMENTS:

• 2 years minimum experience in accounts payable processing
• Familiar with QuickBooks and Microsoft Excel and Outlook
• High attention to detail
• Problem solver & intellectually curious
• Adhere to the highest level of confidentiality
• Must successfully pass a background check