New Account Associate

Key Responsibilities:

• Record cash receipts, credit card statements, invoices, and disbursements; perform bank and brokerage reconciliations.
• Manage entry and execution of accounts payable and receivable daily, including maintaining vendor and client information.
• Record weekly, monthly, and annual payroll expenses; take ownership of bill pay cycle.

Qualifications:

• Associate or Bachelor’s degree in Business Administration; family office experience a plus.
• Strong computer aptitude with expertise in Microsoft Excel, QuickBooks, and tax software.
• Understanding of basic accounting concepts and strong analytical skills with attention to detail.

Compensation and Benefits:

• Annual base salary range of $65,000–$90,000, plus potential annual cash bonus.
• Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k).
• Remote work with Eastern Standard hours; collaborative and fast-paced environment.