Family Office Professional at Clearstead Advisors LLC

Norfolk, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Jan, 26

Salary

0.0

Posted On

06 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Accounting, Bookkeeping, Client Communication, Quicken, Quickbooks, Bill.com, Financial Reporting, Reconciliation, Tax Filings, Interpersonal Skills, Organizational Skills, Team Player, Computer Proficiency, Administrative Skills, Attention to Detail, Client Management

Industry

Financial Services

Description

Description We are seeking a Family Office Professional in the Private Client Group of our wealth management firm, located in Norfolk, Virginia. The candidate will use their administrative and bookkeeping experience to record transactions and prepare financial reports for high-net-worth clients. This position offers work from home flexibility 2 days per week after orientation period. Position responsibilities: Use Clearstead-defined systems and processes to manage and enter client bills for payment Track and reconcile client account balances to ensure sufficient funds for bills and upcoming charges Prepare monthly bill-pay reconciliation reports to be reviewed by client. Produce monthly, quarterly, and ad hoc transaction reports from Quicken and / or Quickbooks Prepare annual informational tax filings including 1099s and W-2s Develop a thorough knowledge of an assigned client base Communicate directly with clients and other professional advisors as needed Complete other family office services as assigned Requirements The successful candidate will have: Bachelor’s degree in accounting or related field preferred Ability to organize and manage multiple priorities Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook) Experience interfacing with clients on a regular basis Experience with Bill.com is a plus Excellent interpersonal and communication skills Quicken experience preferred Quickbooks experience preferred Team player mentality Commitment to company values Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The qualified candidate can expect: A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging An opportunity to work with high-profile private clients and institutions across the country A competitive base salary with an incentive bonus program 401(k) Savings plan with company contributions Health, Dental, Vision, and Long-term disability insurances Generous paid time off program We are Clearstead…an independent institutional and wealth advisory firm headquartered in Cleveland, Ohio. Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. There’s a popular line at Clearstead, “There are no sharp elbows.” There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals.

Responsibilities

The Family Office Professional will manage client bills, track account balances, and prepare financial reports for high-net-worth clients. They will also communicate directly with clients and other advisors as needed.