Family Office Bookkeeper

Website City Wide Facility Solutions

City Wide/JBO Management has a great full-time opportunity for an organized and efficient bookkeeper or administrative professional!

What You Will Do:

  • 75% bookkeeping, expense reporting and bill pay, 25% administrative and personal support, Monday-Friday
  • Generate monthly financials for multiple businesses, trusts, and individuals
  • Reconcile and track all investments and bank accounts recording in family office software
  • Manage bill payments and invoicing for family entities and individuals.
  • Reconcile and submit executive expense reports on a timely basis, disputing questionable charges as needed.
  • Manage and complete Family Office administrative tasks in support of the Executive Assistant and family members.
  • Assist the staff with family member personal needs, including errands outside of the building, personal tasks, phone calls, meeting schedules, calendar
  • management, bills/invoices, property management, travel and other administrative requirements
  • Receive, sort, and manage incoming mail and deliveries for executives
  • Assist with event coordination, reservations, and preparation of company events
  • Protect the confidentiality of information learned by performing the duties of the position
  • Other duties as necessary.
  • Travel requirements (none)

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