Financial Services Associate - Bethesda, United States - Combined Properties

Description

Vice President, Financial Services ("SVP"), the Financial Services Associate ("Associate") provides high-level administrative, bookkeeping, household human resources, project management, and expense management support to the Financial Services department.

The Associate serves as a liaison between the members of the Financial Services department and employees of CPI, the Chairman's household staff, employees of the Chairman's other businesses, and external personal and business contacts.

• Processing the biweekly payroll for household staff, onboarding and offboarding household staff, managing household staff benefit programs.
• Managing, tracking and paying household and The Principals' expenses.
• Managing the corporate and personal credit cards of the principals and household staff.
• Overseeing and tracking petty cash for household staff.
• Developing and enforcing specific household and department operating policies and procedures.
• Supporting the SVP, as needed, among other duties and responsibilities.
• Serving as a back up to the Executive Assistant to the President/Chief Operating Officer ("EA") when she is out of the office on PTO.

• Proficient in Microsoft Office Suite, particularly Excel; experience with Quickbooks, Paychex, mobile payment systems (Venmo, ApplePay, Zelle, Paypal, etc.), and videoconferencing systems (Zoom and Teams).
• Excellent organizational and time management skills with the ability to prioritize effectively and communicate status of tasks and projects.
• Ability to work independently, demonstrating resourcefulness and strong problemsolving abilities to respond to varied requests and to produce viable solutions to unique problems.
• Strong written and verbal communication skills with excellent attention to detail and accuracy.
• Must be able to handle confidential information and matters with the utmost discretion and always maintain a professional relationship with company and household personnel.

• 401(k)
• 401(k)

• Bereavement leave
• Dental insurance
• Dependent care reimbursement
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

• 5 years

• 8 hour shift
• Day shift
• Monday to Friday