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Family Office Services Associate

Company: Frank, Rimerman + Co. LLP
Location: Palo Alto
Posted on: June 6, 2021

Job Description:

Our Family Office group provides high net worth individuals and their related family entities financial management and accounting services customized to fit their needs and objectives. Our services range from bill pay, cash flows and expense monitoring, financial reporting, and analysis, and various other financial and administrative projects.

 

We are looking for an energetic and resourceful professional; someone who enjoys solving problems and gets energized working on multiple engagements, including handling special client requests. You must be great with details, very organized, a self-starter, and adaptable as the needs of our clients change.

 

This is a great opportunity to join a growing high-end accounting practice in a dynamic and challenging role.  Pending the status of Covid-19, this position will likely be remote to start.  Once our offices are fully reopened, you may choose to be based out of our San Francisco or Palo Alto office. Start dates are flexible.


  • Process AP for multiple clients using different accounting systems
  • Reconcile vendor statements and research discrepancies
  • Categorize bank and credit card transactions and record journal entries
  • Prepare bank reconciliations and investigate any unusual items
  • Provide support on special project or additional duties when needed
  • Maintain accurate and timely financial information as well as process monthly, quarterly and year end close
  • Assist in monitoring client’s cash
  • Reconcile and analyze bank/brokerage accounts as well as private equity and hedge fund capital statements

  • Current enrollment in Associate's or Bachelor's program pursuing Business, Accounting or Finance
  • GPA minimum of 3.0, preferred
  • Stong attention to detail and analytical mindset
  • Proficient at Microsoft Excel
  • Exceptional  written and verbal communication skills
  • Excellent time management and organization skills
  • Positive attitude and approach to issue resolution
  • Strong interpersonal skills

Applicants must be authorized to work in the United States. This position is not eligible for sponsorship and we do not sponsor applicants for work visas. It is our policy and intent to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital status, sexual orientation, age, national origin, disability, or medical condition as defined in state and federal laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

IND123

Keywords: Frank, Rimerman + Co. LLP, Palo Alto , Family Office Services Associate, Other , Palo Alto, California

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