Administrative & Financial Associate

At Bennett Thrasher, we offer the expertise and opportunities of a large accounting firm, while providing a commitment to culture and a family-like work atmosphere. By joining our firm, you’ll have immediate opportunities to collaborate on meaningful work with clients in a variety of industries and work together with other associates across practices. You’ll not only be able to dive into challenging projects with a diverse set of clients, you’ll also have opportunities to participate in firm activities that reflect your individual passions, from our Business Resource Groups to the BT Foundation.

We work hard to help our clients solve challenges, but we also believe in taking time for what matters and offer benefits for you that reflect this mindset. We offer a competitive benefits program that includes generous vacation time, exceptional opportunities for growth and flexibility in both our dress code and work model. Apply today to learn more about how you can excel in a career with Bennett Thrasher.

Bennett Thrasher's Family Office has an opening for an Administrative & Financial Specialist. BT Family Office provides consulting services to ultra-high net worth individuals and family clients. The services provided range from consolidated reporting, risk management, financial reporting, bookkeeping, bill pay, cash management, investment oversight and advising on complex intergenerational wealth strategies. A successful candidate will have an entrepreneurial spirit, the ability to manage multiple responsibilities in a small team environment, strong attention to detail, and an energetic and positive attitude. We are seeking a highly organized and detail-oriented Administrative and Financial Specialist to join our growing team. This multi-faceted role is crucial to the smooth operation of our office and requires a proactive individual with excellent communication and financial management skills. The ideal candidate will be a self- starter who thrives in a fast-paced environment and is comfortable managing a variety of responsibilities.

Responsibilities

• Process accounts payable, including bill payments and vendor management
• Reconcile bank accounts and credit card statements
• Prepare and post accurate journal entries
• Generate monthly financial reports, including income statements and balance sheets
• Maintain organized financial records
• Manage the client onboarding process, ensuring all necessary paperwork is completed and filed
• Communicate effectively with new clients to gather information and answer questions
• Maintain accurate client records
• Provide general administrative support and managing internal and external correspondence
• Assist with special projects as needed
• Develop and implement efficient organizational systems
• Manage schedule and prioritize tasks effectively
• Proactively identify and address potential issues
  
  
  

Qualifications

• Proven experience in bookkeeping, accounts payable, and financial reporting
• Proficiency in accounting software (QuickBooks, Sage Intacct) preferred
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Self-starter with a proactive approach to problem-solving
• Experience with client onboarding is a plus
  
  
  

Bennett Thrasher is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.