Family Office Staff Accountant: Cash & Investments

Ascendo Resources; Miami (FL); Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

Ascendo Resources is seeking a highly organized Bookkeeper/Staff Accountant to join a private single-family office in Miami. This hands-on role will support financial operations, cash management, investment reporting, real estate holdings, and general AP/AR.

The ideal candidate will have strong accounting and Excel skills, a proactive mindset, and the ability to manage diverse responsibilities in a dynamic, entrepreneurial environment.

Formación

• 3+ years of experience in family office operations, accounting, finance, or private wealth management.
• Strong accounting knowledge and advanced Excel skills.
• Proficiency with QuickBooks and general ledger management.
• Experience with banking, cash management, and wire transfers.
• Ability to leverage AI and automation to improve efficiency.

Responsabilidades

• Manage accounts payable, wire transfers, cash flow monitoring, and bank reconciliations.
• Maintain financial records, budgets, and reporting using QuickBooks and Excel.
• Track investment portfolios, capital calls, distributions, and overall financial positions.
• Support real estate operations, including expenses, vendor payments, and property documentation.
• Maintain records for trusts, LLCs, and other entities, coordinating with external advisors.
• Oversee administrative functions and identify opportunities to streamline processes through technology and AI.

Conocimientos

Excel proficiency

Financial reporting

Attention to detail

Proactive mindset

Independent work

Herramientas

QuickBooks

Banking platforms

AI automation tools

Descripción del empleo

Ascendo Resources is seeking a highly organized Bookkeeper/Staff Accountant to join a private single-family office in Miami. This hands-on role will support financial operations, cash management, investment reporting, real estate holdings, and general AP/AR.

The ideal candidate will have strong accounting and Excel skills, a proactive mindset, and the ability to manage diverse responsibilities in a dynamic, entrepreneurial environment.