Who We Are
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with over $27B in AUM. We have more than 350 employees serving clients from 23 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit Overview
Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking a Family Office Accountant. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.
The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, elite athletes, and entertainers.
If you believe you are a high performer who would thrive in this environment, the Family Office Accountant role is an excellent opportunity to expand hands-on experience in the wealth management industry. We believe with the right talent and desire to grow; we can train and onboard you to succeed in your role.
Responsibilities:
- Perform general bookkeeping duties, including posting information to QuickBooks and regularly reconciling accounts
- Process accounts payable in an accurate and timely fashion
- Make deposits and record all cash receipts in a timely manner
- Perform reconciliations of bank accounts and credit cards on a monthly basis to ensure accuracy
- Ensure QuickBooks files are continuously up to date and all transactions are accurately categorized
- Ensure client files are maintained in an organized manner
- Provide administrative support to Senior Accountants when required
Qualifications:
- Bachelor's degree in accounting or finance from an accredited College or University
- CPA eligible and driven to obtain their license
- 1-2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm, in general, is preferred.
- Financial Industry/Family Office experience a plus
- Knowledge of QuickBooks accounting system
- Knowledge and expertise in Microsoft office products, in particular Excel and Word
- Excellent attention to detail with high accuracy, excellent organizational skills
- Ability to take direction from multiple sources with demonstrated follow-through
- Effective interpersonal, verbal, and written communication skills
- Ability to multi-task and thrive in a fast-paced environment
- High level of confidentiality is essential
- Commitment to meeting established deadlines and managing time effectively
- Self-motivated, confident, detail-oriented, and analytical
- Optimism and desire for achievement and growth
- Adaptability and openness to change
What We Offer:
NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $74,000 - $100,000.
The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.#J-18808-Ljbffr