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Account Manager II, Family Office Account Management
Armanino
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Account Manager II, Family Office Account Management
El Segundo, Texas, United States of America
Full Time
1 week ago
$62,700 - $85,400 USD
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About this role
Role Overview
Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
Prepare monthly, quarterly, and annual financial statements and related reports
Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
Monitor cash activity and assist with cash flow analysis and forecasting
Process payroll and support payroll-related reporting and compliance requirements
Collaborate with internal team members to address client inquiries and support more complex accounting matters
Assist senior team members with special projects and process improvement initiatives
Requirements
Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
Minimum of 2 years of experience supporting high-net-worth individuals in accounting, wealth management, or family office environments
Strong Excel skills, including experience with functions such as pivot tables and data analysis
Experience working across multiple accounting systems (not limited to QuickBooks); ability to learn and adapt to new systems quickly
Payroll processing experience with a strong focus on accuracy and timeliness
Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service
Strong attention to detail and ability to work efficiently in a deadline-driven environment
Benefits
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
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Account Manager II, Family Office Account Management at Armanino | JobVerse