Job Description
Manage relationships with the third-party advisors, including legal, accounting, banking, partnership and finance relationships.
Monitor financial transaction processing software systems.
Promote process improvement by continuously reviewing and challenging best practices for family office services, finance and accounting operations.
Review and ensure proper controls around risk areas for our engagements and report lack of controls to the Partner of Family Services accordingly.
Skills and Experience for Success:
Significant experience working directly with high-net-worth individuals and their advisors.
Critical and strategic thinker who thrives in a quick pace, ever changing, complex environment.
Financial and accounting statement experience with the ability to think outside standard reporting processes.
Proficiency in software including Sage, QuickBooks, REACH Reporting, Rockit, Archway, Crystal Reports, bill pay software (bill.com), as well as Office 365 products such as Excel, Word and PowerPoint.
Detail oriented, but able to understand the families’ needs and the greater financial picture.
Presents with professionalism, strong communication, writing and listening skills.
Thoughtful leader regarding internal controls and protocol safety of personal data and information.
Team player with a high EQ willing to “roll up their sleeves to do what it takes”.
Approachable, trustworthy and dependable individual and leader, with exceptional interpersonal and team development skills.
Knowledge of trusts and estate organization and planning a plus.
Qualifications:
The ideal candidate for the position of Family Office Services Relationship Manager will have progressive experience in accounting and reporting, strategical financial planning and analytical skills, and proven to be a strong leader in a single or multi-family office. The individual will be a leader who partners with an extensive management team and junior staff and has a high level of written and oral communication skills. The ideal experience will include the following:
Minimum of 5-10+ years of accounting and financial reporting experience within the single/multi-family office, wealth management, accounting or personal advisory industries.
A bachelor’s degree in accounting or finance, however an MBA or certification is preferred (i.e. CPA, CFP).
Prior experience working with or advising high net worth individuals with complex tax and estate planning structures, and the ability to understand their individual needs and concerns.
Strong financial advisory and modeling skills, with concentration on investment analytics, financial reporting and financial controls.
Compensation: $110-150K annual salary plus bonus and benefits.
Location: The position will be based in one of the following locations: Stamford, CT or Bryn Mawr, PA,
If you would like to find out more about the role, please send your latest resume and a short cover note to Kay Shah via email at KayS@AgreusGroup.com.
Monitor financial transaction processing software systems.
Promote process improvement by continuously reviewing and challenging best practices for family office services, finance and accounting operations.
Review and ensure proper controls around risk areas for our engagements and report lack of controls to the Partner of Family Services accordingly.
Skills and Experience for Success:
Significant experience working directly with high-net-worth individuals and their advisors.
Critical and strategic thinker who thrives in a quick pace, ever changing, complex environment.
Financial and accounting statement experience with the ability to think outside standard reporting processes.
Proficiency in software including Sage, QuickBooks, REACH Reporting, Rockit, Archway, Crystal Reports, bill pay software (bill.com), as well as Office 365 products such as Excel, Word and PowerPoint.
Detail oriented, but able to understand the families’ needs and the greater financial picture.
Presents with professionalism, strong communication, writing and listening skills.
Thoughtful leader regarding internal controls and protocol safety of personal data and information.
Team player with a high EQ willing to “roll up their sleeves to do what it takes”.
Approachable, trustworthy and dependable individual and leader, with exceptional interpersonal and team development skills.
Knowledge of trusts and estate organization and planning a plus.
Qualifications:
The ideal candidate for the position of Family Office Services Relationship Manager will have progressive experience in accounting and reporting, strategical financial planning and analytical skills, and proven to be a strong leader in a single or multi-family office. The individual will be a leader who partners with an extensive management team and junior staff and has a high level of written and oral communication skills. The ideal experience will include the following:
Minimum of 5-10+ years of accounting and financial reporting experience within the single/multi-family office, wealth management, accounting or personal advisory industries.
A bachelor’s degree in accounting or finance, however an MBA or certification is preferred (i.e. CPA, CFP).
Prior experience working with or advising high net worth individuals with complex tax and estate planning structures, and the ability to understand their individual needs and concerns.
Strong financial advisory and modeling skills, with concentration on investment analytics, financial reporting and financial controls.
Compensation: $110-150K annual salary plus bonus and benefits.
Location: The position will be based in one of the following locations: Stamford, CT or Bryn Mawr, PA,
If you would like to find out more about the role, please send your latest resume and a short cover note to Kay Shah via email at KayS@AgreusGroup.com.
💡 Quick Summary
Seeking a career-building opportunity? The Family Office Relationship Manager | Multi Family Office | CT or PA position is now open for candidates interested in the Accountant Jobs sector. This role in Orissa offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
