Family Office Associate
About The Position
Kforce's client, one of NYC's most respected Real Estate owner/developer/managers, is seeking a detail-oriented and highly organized Associate/Administrator to join their family office. This person will be responsible for a number of accounting and banking related functions supporting the family office's diversified investment portfolio. This position offers a unique blend of accounting, legal, and operational responsibilities, providing broad exposure to private equity, estate planning, and high-net-worth financial operations.
Requirements
- 2+ years of related financial, banking and/or accounting related experience-preferably in a family office environment
- Advanced Excel skills
- KYC (Know Your Customer) exposure
- Excellent organizational skills with strong attention to detail
- Excellent communication skills
- Ability to handle confidential information with discretion
Responsibilities
- Reconcile bank and investment account statements
- Monitor and assist with processing capital call and distribution notices
- Support the preparation, review, and organization of legal and financial documents
- Assist in preparing annual financial reports and schedules
- Coordinate schedules related to tax return filings
- Assist with execution and recordkeeping of legal documents
- Provide support for ad hoc projects
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Administrative and Support Services
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
