FAMILY OFFICE BOOKKEEPER/BILLPAYER

We are a boutique firm seeking an EXPERIENCED bill payer/bookkeeper to work directly with clients/family members.

Skills/Qualifications:

AT LEAST 3+ years in bookkeeping/bill paying/accounting

Understanding of household bills/mail/accurate categorization

Proficient Computer skills - including Microsoft Excel

Ability to work independently

Professional office demeanor/Professional speaking voice

Ability to write professional emails

Ability to confidently make phone calls to vendors/banking institutions/other professional services on the client's behalf

Understanding of expense reports - ability to discuss with clients and wealth management advisors