What are the responsibilities and job description for the Family Office Financial Assistant position at Private Family?
Burlington, MA-based executive is seeking a full-time Family Office Financial Assistant to help manage his personal accounts, Family Office and collectibles business. This position will be in-person at the executive’s Burlington medical device office, in a high-end office park.
Responsibilities include:
- Transaction entry/categorization & account reconciliation in Quicken & QuickBooks (~ 20 transactions/day)
- Write checks & pay bills for the executive, the Family Office & the collectibles business
- Process invoices and ensure timely vendor payments
- Donor-advised fund grants to charities & annual gifting
- Wire payments, ACH transfers & check-writing
- Weekly payroll & reimbursement for the household & collectibles staff (~ 8 employees)
- Credit card & bank account management
- Some eBay & collectibles auction-house activity
- E-filing & hard copy filing of receipts etc.
- Annual tax prep for external accountants for personal 1040 collectibles LLC
- Strategic financial & tax planning
- Stock basis & tax strategy spreadsheets
- Interaction with external accounting, banking, brokerage & legal professionals
- Prepare and present financial statements for the collectibles business
- Light real estate and residential property tasks
Qualifications:
- Bachelor’s degree required, an accounting degree or MBA is a plus
- Proven Excel & QuickBooks experience required
- Previous accounting experience helpful
- Professional demeanor with tact and discretion while handling confidential information
- Proactive nature with the ability to take initiative and multitask
Annual salary on the executive’s staff payroll. Work-from-work, not work-from-home. 1-2 days/week likely in southern NH where the brick & mortar Family Office is envisioned for the future. 40 hours/week, generally 8am – 5pm with an hour off for lunch. Benefits would mirror those which the executive’s medical device company offers (i.e. vacation, paid holidays etc.) Background & credit checks are required.
Job Type: Full-time
Pay: $75,000.00 - $85,000.00 per year
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $75,000 - $85,000
