Family Office Accounting Specialist

Trove FS, LLC; Stamford (CT); On-site; USD 60,000 - 86,000; Full time

Job summary

Trove FS, LLC, a leading administrative financial services firm, seeks an Accounting Associate for its Family Office team in Stamford, CT. You will manage daily accounting, reconcile ledgers, and handle treasury, receivables, tax payments, and reporting under SOPs.

Ideal candidates have an associate degree in accounting or related area, with 1–3 years’ experience and proficiency in general ledger software, MS Office, and CRM systems. A bachelor’s degree is preferred.

Qualifications

• Requires an associate degree in accounting or related area; bachelor's preferred.
• 1–3 years accounting or related experience; client service experience a plus.
• Proficiency in general ledger software, bill pay software, Microsoft Office and CRM systems.

Responsibilities

• Manage general ledger and chart of accounts; identify errors.
• Follow SOPs and standard operating procedures for engagements.
• Own bill pay processes: review, enter invoices, and ensure timely processing.

Skills

Organizational skills

Verbal and written communication

Process improvement

Team participation

Education

Associate degree in accounting or related area

Bachelor's degree in accounting or related area (preferred)

Tools

General ledger software

Bill pay software

Microsoft Office

CRM systems

Job description

Trove FS, LLC, a leading administrative financial services firm, seeks an Accounting Associate for its Family Office team in Stamford, CT. You will manage daily accounting, reconcile ledgers, and handle treasury, receivables, tax payments, and reporting under SOPs.

Ideal candidates have an associate degree in accounting or related area, with 1–3 years’ experience and proficiency in general ledger software, MS Office, and CRM systems. A bachelor’s degree is preferred.