Family Office Associate - Miami
8 hours ago
Job description
Family Office Financial Operations AssociateAscendo is excited to present this opportunity in the private wealth management industry.
We are currently searching for a highly motivated and upwardly mobile financial professional to join a newly formed family office.
This is an amazing opportunity for someone looking to expand their career beyond standard accounting and step into a strategic financial role.
To be successful in this position, candidates must possess at least two years of dedicated experience in full-cycle bookkeeping and financial services, along with an extensive background using core accounting systems.
The perfect fit will be a driven individual ready to support high-level financial operations and handle a variety of dynamic tasks in a fast-paced environment.
Responsibilities:
Assist leadership with financial forecasting and managing operational cash flow.
Oversee comprehensive accounting cycles for multiple related entities.
Prepare critical financial data to assist with high-level tax and wealth planning strategies.
Reconcile financial accounts and process corporate payables on a routine basis.
Help facilitate the transition and integration of upgraded financial management platforms.
Provide project coordination for specialized asset acquisitions and developments.
Qualifications:
A proactive mindset with the flexibility to take on diverse responsibilities in a boutique setting.
Exceptional proficiency with industry-standard bookkeeping and financial software platforms.
2+ years of hands-on professional background in corporate accounting or financial services.
A completed four-year degree focusing on Accounting, Finance, or a closely related discipline.
Previous exposure to advanced wealth management or investment tracking platforms is highly preferred.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
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