KICASO CAPITAL - Administrative Operations Specialist, Family Office

CloudHQ LLC • Washington, DC

70d • Onsite

About The Position

The Company seeks an exceptional Administrative Operations Specialist (AOS) to play a key role in financial and operational management. This is a unique opportunity to take on a critical role in effective financial and administrative support for the Company and extended enterprise. Primary duties will include efficient management of financial transactions, maintaining accurate financial records, reconciling accounts, preparing reports, managing budgets. The role also involves overseeing payroll (Family Office), expense management, and ensuring compliance with financial regulations. The successful candidate will demonstrate a strong attention to detail, excellent organizational skills, and perform various operational tasks with accuracy and efficiency.

Requirements

• Bachelor’s degree required in Accounting, Finance, Business or related field
• Minimum of six years of experience in bookkeeping
• High proficiency in accounting software (e.g., QuickBooks), MSExcel, and financial reporting
• Strong attention to detail to ensure accuracy in financial records and administrative tasks
• Excellent time management skills
• Clear written and verbal communication skills to interact with clients, suppliers, and team members
• Good problem-solving skills to address financial discrepancies and administrative challenges
• Efficient data entry skills to maintain precise records
• Maintaining confidentiality and handling sensitive financial and personnel information with discretion is required
• Adaptable and capable of managing both structured financial tasks and ad hoc administrative duties
• Strong collaboration skills to work with other departments as needed
• Ability to work independently and complete tasks with minimal supervision
• Analytical thinking is needed to interpret financial data, resolve discrepancies, and provide meaningful insights
• Important: This is an on-site role at our Washington, DC location

Nice To Haves

• Exceptional attention to detail and organizational skills
• Exceptional ability to handle sensitive and confidential information with discretion

Responsibilities

• Maintain accurate records of all financial transactions for personal and business accounts
• Manage accounts payable, accounts receivable, and general ledger entries
• Reconcile bank, credit card, and investment account statements monthly
• Prepare monthly, quarterly, and annual financial reports
• Assist in the creation and monitoring of budgets
• Track and report on investment performance
• Record all financial transactions accurately using accounting software
• Maintain organized financial records, including receipts, invoices, and bank statements
• Oversee payroll for household staff
• Manage expense reporting and ensure reimbursement accuracy
• Assist in managing insurance policies, legal documents, and contracts
• Support family members with ad hoc financial or administrative requests
• Ensure compliance with accounting standards, regulations, and laws
• Organize and file both digital and physical company documents
• Enter and update company data while ensuring accuracy
• Provide general administrative support

Benefits

• Our employees enjoy competitive compensation and rewarding incentives, comprehensive benefits (medical, dental, vision, life insurance, disability), 401(k) with match, 12 paid holidays, generous PTO, development opportunities, and the ability to closely impact and contribute to the growth of an exceptional organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees