Family office Bookkeeper Job at Robert Half (Miami, Coral Gables, Florida)

Family Office Services Staff Accountant/Bookkeeper

We are currently seeking a Staff Accountant / Bookkeeper to join our Family Offi...

Location

United States , Woodbury

Salary:

80000.00 USD / Year

Reid Accountants + Advisors

Expiration Date

Until further notice

Requirements

Associate’s or Bachelor’s degree in Accounting, Finance, or a related field (preferred)
Minimum 5 years of bookkeeping experience (required)
experience in family office or high-net-worth client services is a plus
Proficient in QuickBooks Desktop (required)
Comfortable working with Microsoft Excel, Word, and Outlook
Strong attention to detail with excellent time management and multi-tasking abilities
Ability to handle multiple clients and entities with accuracy and professionalism
Strong interpersonal and communication skills, with an emphasis on discretion and confidentiality
Must be able to reliably commute or relocate prior to start

Job Responsibility

Perform day-to-day bookkeeping functions, including bank and credit card reconciliations, and general ledger maintenance
Accurately record financial transactions in QuickBooks Desktop, including deposits, payments, check logs, and intercompany transfers
Process accounts payable and support accounts receivable and billing activities
Maintain clean, organized, and up-to-date financial records for multiple entities and family groups
Assist with the preparation of monthly, quarterly, and annual reports for clients
Support the creation of financial projections, budgets, and ad hoc reports
Collaborate with senior accountants and family office managers to ensure the smooth execution of client engagements
Work closely with tax professionals by gathering and organizing financial documents and year-end data
Maintain confidentiality and demonstrate a high level of professionalism in all communications
Special projects as needed

What we offer

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Fulltime

Family Office Accounting Manager

We are looking for an experienced Family Office Accounting Manager to lead and o...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
Minimum of 5 years of experience in financial administration, accounting, or a related role
At least 1–3 years of supervisory or team leadership experience, formal or informal
Proficiency with personal accounting software such as QuickBooks, Sage Intacct, or Bill.com
Strong knowledge of bookkeeping and accounts payable/receivable principles
Proven ability to handle complex financial transactions and reporting across multiple entities
Excellent analytical skills with a keen eye for detail and accuracy
Exceptional communication skills, both written and verbal, with the ability to clearly explain financial information to clients

Job Responsibility

Supervise daily operations of the financial administration team to ensure high-quality deliverables are completed on time
Coordinate workload planning and prioritization across team members and client assignments
Maintain oversight of recurring client tasks such as reconciliations, financial statements, and cash flow reporting
Drive process improvement initiatives to enhance efficiency, quality control, and consistency
Implement and optimize accounting software to improve workflows, data accuracy, and automation
Manage a portfolio of clients by providing comprehensive financial administration support, including transaction recording, reconciliations, and monthly reporting
Prepare and review cash flow reports, financial statements, and budgets for clients and related entities
Conduct ad hoc analyses for investment needs, real estate transactions, charitable contributions, and personal finances
Review team outputs for accuracy and adherence to established procedures, ensuring quality control
Collaborate with cross-functional teams and external professionals, such as tax accountants, attorneys, and investment managers, to meet client objectives

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Accounting Associate (Family Office)

Location

Philippines , Clark, Pampanga; Makati

Salary:

Not provided

Aprio

Expiration Date

Until further notice

Requirements

Experience with the end-to-end accounting/bookkeeping process
Proficiency or basic knowledge in accounting software/tools
Must be residing in the Philippines
Must be committed to work onsite during weekdays for initial 3 months
Must be committed to work on a hybrid setup (2 days onsite, 3 days work from home) after completing 2 months consistent onsite work
Must be committed to working at night and/or shifting schedule
Filipino citizenship

Fulltime

Receptionist

Answers incoming telephone calls in a cheerful and marketing oriented way, deter...

Location

United States , Newburyport

Salary:

17.00 - 20.40 USD / Hour

Atria Senior Living

Expiration Date

Until further notice

Requirements

High school diploma or general education degree (GED)
or one to three years related experience and/or training
or equivalent combination of education and experience
Basic First Aid and CPR certification where required
Must successfully complete all Atria specified training programs
Able to read and comprehend simple instructions, short correspondence, and memos
Able to write simple correspondence
Able to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Able to add and subtract two digit numbers and to multiply and divide with 10's and 100's
Able to apply common sense understanding to carry out detailed but uninvolved written or oral instructions

Job Responsibility

Answers incoming telephone calls in a cheerful and marketing oriented way, determines purpose of callers, and forwards calls to appropriate personnel or department
Retrieves messages from voice mail and forwards to appropriate personnel
Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable
Answers general questions about the community and provides callers with address, directions, and other information and refers other specific questions to appropriate staff
Welcomes on-site visitors, determines nature of business, and announces visitors to appropriate personnel
Coordinates guestroom reservations
Maintains current list of residents who are hospitalized
Updates appointment calendars, including transportation and beauty calendars, as directed
Receives, sorts, and routes mail, and maintains and routes publications
Distributes written communication, accepts and signs for deliveries (mail, prescriptions, etc.)

What we offer

Competitive Pay
Paid Holidays & PTO
Comprehensive Health Plans
Career Advancement Opportunities
Tuition Reimbursement
Employee Loyalty Rewards Program
Retirement Savings Plan with Employer Match
Rewards & Recognition
Health & Safety

Parttime

Receptionist

Part-Time - Receptionist

Location

United States , Philadelphia

Salary:

15.00 - 18.00 USD / Hour

Atria Senior Living

Expiration Date

Until further notice

Requirements

High school diploma or general education degree (GED)
or one to three years related experience and/or training
or equivalent combination of education and experience.
Basic First Aid and CPR certification where required.
Must successfully complete all Atria specified training programs.
Able to read and comprehend simple instructions, short correspondence, and memos. Able to write simple correspondence. Able to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Able to add and subtract two digit numbers and to multiply and divide with 10’s and 100’s.
Able to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Able to deal with problems involving a few concrete variables in standardized situations.
Able to operate: telephone, emergency call system, monitoring board or beeper, photocopier. Able to work various schedules and shifts as needed.

Job Responsibility

Answers incoming telephone calls in a cheerful and marketing oriented way, determines purpose of callers, and forwards calls to appropriate personnel or department.
Retrieves messages from voice mail and forwards to appropriate personnel.
Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable.
Answers general questions about the community and provides callers with address, directions, and other information and refers other specific questions to appropriate staff.
Welcomes on-site visitors, determines nature of business, and announces visitors to appropriate personnel.
Coordinates guestroom reservations.
Maintains current list of residents who are hospitalized.
Updates appointment calendars, including transportation and beauty calendars, as directed.
Receives, sorts, and routes mail, and maintains and routes publications.
Distributes written communication, accepts and signs for deliveries (mail, prescriptions, etc.).

What we offer

Competitive Pay
Paid Holidays & PTO
Comprehensive Health Plans
Career Advancement Opportunities
Tuition Reimbursement
Employee Loyalty Rewards Program
Retirement Savings Plan with Employer Match
Rewards & Recognition
Health & Safety

Parttime

Receptionist

Answers incoming telephone calls in a cheerful and marketing oriented way, deter...

Location

United States , Scottsdale

Salary:

15.15 - 18.18 USD / Hour

Atria Senior Living

Expiration Date

Until further notice

Requirements

High school diploma or general education degree (GED)
or one to three years related experience and/or training
or equivalent combination of education and experience
Basic First Aid and CPR certification where required
Must successfully complete all Atria specified training programs
Able to read and comprehend simple instructions, short correspondence, and memos
Able to write simple correspondence
Able to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Able to add and subtract two digit numbers and to multiply and divide with 10's and 100's
Able to apply common sense understanding to carry out detailed but uninvolved written or oral instructions

Job Responsibility

Answers incoming telephone calls in a cheerful and marketing oriented way, determines purpose of callers, and forwards calls to appropriate personnel or department
Retrieves messages from voice mail and forwards to appropriate personnel
Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable
Answers general questions about the community and provides callers with address, directions, and other information and refers other specific questions to appropriate staff
Welcomes on-site visitors, determines nature of business, and announces visitors to appropriate personnel
Coordinates guestroom reservations
Maintains current list of residents who are hospitalized
Updates appointment calendars, including transportation and beauty calendars, as directed
Receives, sorts, and routes mail, and maintains and routes publications
Distributes written communication, accepts and signs for deliveries (mail, prescriptions, etc.)

What we offer

Competitive Pay
Paid Holidays
PTO
Comprehensive Health Plans
Medical coverage
Vision coverage
Dental coverage
Company paid short term and long term disability
Voluntary benefits such as critical illness coverage
Career Advancement Opportunities

Fulltime

Receptionist

Answers incoming telephone calls in a cheerful and marketing oriented way, deter...

Location

United States , Camarillo

Salary:

16.90 - 20.28 USD / Hour

Atria Senior Living

Expiration Date

Until further notice

Requirements

High school diploma or general education degree (GED)
or one to three years related experience and/or training
or equivalent combination of education and experience. Basic First Aid and CPR certification where required. Must successfully complete all Atria specified training programs. Able to read and comprehend simple instructions, short correspondence, and memos. Able to write simple correspondence. Able to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Able to add and subtract two digit numbers and to multiply and divide with 10’s and 100’s. Able to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Able to deal with problems involving a few concrete variables in standardized situations. Able to operate: telephone, emergency call system, monitoring board or beeper, photocopier. Able to work various schedules and shifts as needed.

Job Responsibility

Answers incoming telephone calls in a cheerful and marketing oriented way, determines purpose of callers, and forwards calls to appropriate personnel or department
Retrieves messages from voice mail and forwards to appropriate personnel
Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable
Answers general questions about the community and provides callers with address, directions, and other information and refers other specific questions to appropriate staff
Welcomes on-site visitors, determines nature of business, and announces visitors to appropriate personnel
Coordinates guestroom reservations
Maintains current list of residents who are hospitalized
Updates appointment calendars, including transportation and beauty calendars, as directed
Receives, sorts, and routes mail, and maintains and routes publications
Distributes written communication, accepts and signs for deliveries (mail, prescriptions, etc.)

What we offer

Competitive Pay
Paid Holidays & PTO
Comprehensive Health Plans
Career Advancement Opportunities
Tuition Reimbursement
Employee Loyalty Rewards Program
Retirement Savings Plan with Employer Match
Rewards & Recognition
Health & Safety

Fulltime

Receptionist

Location

United States , Walnut Creek

Salary:

17.00 - 20.40 USD / Hour

Atria Senior Living

Expiration Date

Until further notice

Requirements

High school diploma or general education degree (GED)
or one to three years related experience and/or training
or equivalent combination of education and experience
Basic First Aid and CPR certification where required
Must successfully complete all Atria specified training programs
Able to read and comprehend simple instructions, short correspondence, and memos
Able to write simple correspondence
Able to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Able to add and subtract two digit numbers and to multiply and divide with 10’s and 100’s
Able to apply common sense understanding to carry out detailed but uninvolved written or oral instructions

Job Responsibility

Answers incoming telephone calls in a cheerful and marketing oriented way, determines purpose of callers, and forwards calls to appropriate personnel or department
Retrieves messages from voice mail and forwards to appropriate personnel
Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable
Answers general questions about the community and provides callers with address, directions, and other information and refers other specific questions to appropriate staff
Welcomes on-site visitors, determines nature of business, and announces visitors to appropriate personnel
Coordinates guestroom reservations
Maintains current list of residents who are hospitalized
Updates appointment calendars, including transportation and beauty calendars, as directed
Receives, sorts, and routes mail, and maintains and routes publications
Distributes written communication, accepts and signs for deliveries (mail, prescriptions, etc.)

What we offer

Competitive Pay
Paid Holidays & PTO
Comprehensive Health Plans
Career Advancement Opportunities
Tuition Reimbursement
Employee Loyalty Rewards Program
Retirement Savings Plan with Employer Match
Rewards & Recognition
Health & Safety

Fulltime

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Family office Bookkeeper

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