Family Office Senior Analyst

Ascend Partner Firms • New York, NY

15d • $90,000 - $130,000 • Hybrid

About The Position

LMC seeks a Senior Analyst in our Family Office Division. The individual will drive excellence and accuracy to support the company in achieving its growth ambitions.
LMC Advisors is an integrated and comprehensive financial and tax advisory company, primarily focused on servicing entrepreneurial business and their owners. We pride ourselves on providing white glove service to our clients and supporting them in achieving their dreams. We have BIG dreams and are looking for a team player and leader to drive this critical function.

Requirements

• Bachelor’s Degree
• Experience with QuickBooks and Microsoft Excel preferred
• Strong communication & organizational skills
• Ability to research issues independently and timely to resolve client issues.

Responsibilities

• Responsible for the execution of client engagements, providing white glove service to all clients
• General accounting and business management
• Oversee bookkeeping, payroll, bill paying and wire transfers for family office clients
• Assist with ad hoc special finance projects
• Work with client on budgeting, spending and investment monitoring
• Assist in preparation of all aspects of client financial reporting in alignment with deliverables package including P&Ls, cashflow reports and projects
• Communicate status of engagements to departments involved in providing additional services to client

Benefits

• Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package.
• We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level