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Office Manager & Bookkeeper

Company: Family Office
Location: Lincoln
Posted on: June 25, 2022

Job Description:

A private family outside of Boston seeks an experienced family office professional to provide a broad range of operational and bookkeeping support for its small single family office, reportingdirectly to the office senior executive. The family is looking for a positive, upbeat, articulate,tech savvy, discrete and highly organized self-starting professional. The candidate must becapable of managing multiple tasks of changing priority while embracing a concierge mentality.Accounting or bookkeeping experience is required, along with experience in a family office orsubstantially similar environment. A successful candidate could be considered for additionalresponsibilities over time.
Candidates must be available to work full time in the Lincoln, MA office.
Responsibilities:--- Manage bill pay and mail for the office and the family it serves--- Enter bank and credit card transactions and reconcile monthly statements--- Support two philanthropic entities, including ensuring that commitments are paid timelyand appropriate donation acknowledgements are received--- Assist in various quarterly financial reporting and tracking direct investments--- Maintain insurance and registrations for homes, autos, and a boat, annually reviewingcoverage and recommending changes as needed--- Manage and coordinate calendars for family principals--- Prepare bank wire requests for review and execution--- Track and manage family medical insurance claims--- Provide IT computer support, Apple environment--- Maintain art, jewelry, and wine inventories--- Support existing House Manager, including tracking seasonal tasks and appointmentsacross multiple properties--- Maintain office files for record retention consistent with office protocol--- Provide Executive Assistant support for the office senior executive--- Assist with occasional travel reservations
Qualifications:--- Bachelor's degree in accounting or related degree, or significant equivalent workexperience--- Experience working in a family office or materially related function--- Team player, helping out when called upon even if outside primary responsibilities--- Proficiency in Quickbooks and Microsoft Excel and Word--- Highest ethical and professional standards, and utmost discretion in preserving theconfidentiality of family information--- Organized self starter--- Unfailing attention to detail while managing a varied workload of shifting priorities--- General Apple/Mac proficiency -- IT experience in a Mac environment desirable--- Background check, legal work status, and confidentiality agreement--- Valid driver's license and clean driving record

This is a full time, salaried position. Competitive compensation and benefits offered.

Keywords: Family Office, Boston , Office Manager & Bookkeeper, Accounting, Auditing , Lincoln, Massachusetts

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