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We are a boutique wealth management / family office firm in Boston looking for an experienced and professional Accounting Coordinator. In this role, youll closely support the Partners of the firm and be given a great deal of independence. The ideal candidate is a self-starter with a keen eye for details and process improvements. We are a small team where everyone gets along super well.
Highlights:
-Tight-knit team that works collaboratively
-Strong compensation including the company contributing to your 401k and 100% paid health insurance
-Excellent PTO (vacation time, sick time, 12 holidays)
Responsibilities:
-Maintain an accurate log of annual accounts
-Review transactions on account statements (fees, distributions, and asset movement)
-P&I accounting
-Onboard new clients
-Interact with clients as needed
-Open & close accounts
-Other ad hoc projects
Qualifications:
-At least 5 years of relevant experience
-Strong attention to detail
-Self-starter who has a knack for process improvement