Family Office Controller - Newport Beach

Only for registered members Newport Beach, United States

1 day ago

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Job summary

We are seeking a Family Office Accounting Coordinator who is eager to learn, is a natural organizer, and who thrives in an environment where no two days are the same.

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Responsibilities

  • Maintain general ledgers for client entities, trusts, and personal accounts.
  • Reconcile bank and investment accounts monthly and prepare consolidated summaries.

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