Account Associate

July 22, 2026
Application ends: October 20, 2026

Job Description

REQUIREMENTS

  • Associate or Bachelor’s degree in Business Administration
  • Understanding of basic accounting concepts (debits, credits, reconciliations, general ledger)
  • Proficiency with Microsoft Excel and QuickBooks Desktop or Online
  • Strong analytical skills and attention to detail
  • Ability to work independently and manage multiple deadlines
  • Strong organizational and communication skills

Preferred

  • Experience in business management or a family office environment
  • Previous experience in Accounts Payable or Accounts Receivable

RESPONSIBILITIES

  • Record cash receipts, credit card statements, invoices, and disbursements
  • Perform bank and brokerage reconciliations and record journal entries
  • Manage daily accounts payable and receivable processes
  • Record weekly, monthly, and annual payroll expenses
  • Monitor bill pay and vendor reports
  • Assist in the preparation of client deliverables and project management

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