Office Manager - Jupiter, United States - YMR

YMR Jupiter, United States

1 week ago

Description

Job Description

We are looking to hire a Office Manager to join our small, focused investor/philanthropist team You will be responsible for overseeing the administrative, accounting and investment record-keeping activities of the organization.

Responsibilities:

OFFICE ADMINISTRATION:
- Manage books and records for 1 corporation, 1 charitable foundation & 2 private partnerships.
- Plan and maintain our small office facilities
- Provide administrative assistance to the two senior executives
- Perform other office tasks (replenish office supplies, distribute mail, custodial duties, etc.)
ACCOUNTING:
- Maintain QuickBooks Online for the 4 business accounts
- Work with leadership & tax accountants in tax return preparations
INVESTMENT RECORD-KEEPING:
- Update online Morningstar and local excel investment data bases
- Maintain & update excel spreadsheets with portfolio holdings data
- Prepare investment research & performance reports for management
- Maintain & update records from various data providers including brokers & banks

Qualifications:

Trustworthy with ability to deal with important confidential family matters
Pro-active can-do attitude
Previous experience in administrative services and accounting related fields
Ability to prioritize and multi-task
Strong organizational skills
Deadline and attention to detail-oriented
Strong leadership and self-starter qualities
Experienced QuickBooks Online user
Expert excel user
Familiarity with private foundation, trust and investment portfolio record keeping

Environment:

This is a true family, collaborative atmosphere with a staff encompassing a father-daughter team.
We are looking to add a new team member to our existing staff who is will make impactful contributions to our existing business.

Company DescriptionVery private upscale single-family office that was formed in 1978. Our office manages a large family foundation with a huge impact on education both nationally and in our community. Led by two very successful CFA investment portfolio managers and philanthropists. Trying to make even a bigger difference. You could help us do that. Office hours are somewhat flexible and could range from 5 - 7 hours per day for the right person to accommodate their schedule. Eligibility for a performance bonus of up to 25% of base after one year of service.

Company Description

Very private upscale single-family office that was formed in 1978. Our office manages a large family foundation with a huge impact on education both nationally and in our community. Led by two very successful CFA investment portfolio managers and philanthropists. Trying to make even a bigger difference. You could help us do that. Office hours are somewhat flexible and could range from 5 - 7 hours per day for the right person to accommodate their schedule. Eligibility for a performance bonus of up to 25% of base after one year of service.

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