Financial/Executive Assistant

JFS and Associates; Birmingham (MI); Hybrid; USD 65,000 - 75,000; Full time

Job summary

Sanford Rose Associates - JFSPartners is seeking a Financial/Executive Assistant for a family office in Birmingham, MI. This direct-hire role combines financial responsibilities with executive support and administrative duties, offering a flexible 30-hour week with remote work and 2-3 in-office days monthly.

The ideal candidate has 7-10 years of bookkeeping and financial experience, strong confidentiality, and proficiency in Excel and QuickBooks.

Qualifications

• 7–10 years of full-charge financial/bookkeeping experience in a professional environment.
• 4+ years in an executive/administrative role such as EA or Office Manager.
• BA degree preferred but not required.
• Strong Excel skills including Pivot Tables and VLOOKUP.
• Discretion with confidential financial and business matters.
• Ability to work independently with minimal supervision.
• Strong prioritization and deadline management.
• Effective communication with all levels of management and external partners.

Responsibilities

• Manage and maintain family office accounting and financial records.
• Perform monthly reconciliations (bank, credit card, accounts).
• Handle all expenses, AP, AR, and billing.
• Prepare invoices and process payments.
• Maintain accurate financial records across entities.
• Create spreadsheets to track finances, budgeting, and reporting.
• Prepare financials and leadership reports.
• Track future financial commitments, extensions and expenses.
• Coordinate with outside professionals for accounting, finance, and legal needs.
• Manage electronic filing and documentation.
• Assist with ad hoc projects.

Skills

Financial / bookkeeping

Executive support

Confidentiality

BA preferred

Excel proficiency

QuickBooks

Independent work

Prioritization

Communication

Education

Bachelor's degree preferred

Tools

QuickBooks ProAdvisor

Job description

Back Financial/Executive Assistant

Location: Birmingham, MI

Job Type: Direct Hire

Schedule: Remote with 2-3 days a month in-office

Hours: Flexible 30 hours per week

Compensation: 65K - 75K

Sanford Rose is looking for a talent Financial/Executive Assistant for a family office with a company located in Madison Heights, MI on a direct hire basis. This opportunity is great for someone who enjoys a mixture of financial responsibility and executive/administrative duties. We are looking for someone who has a high level of responsibility, confidentiality, and sophistication to support our clients needs.

Responsibilities

Accounting & Finance

• Manage and maintainall family office accounting/financial transactions and records
• Perform monthly reconcilitions (Bank, CC, and various Accounts)
• Handle all expenses, AP, AR, Billing
• Preparing invoices, sending them to appropriate parties, and making payments on accounts
• Maintain accurate financial records and documentation across multiple accounts and entities.
• Create and maintain spreadsheets in order to track finances, budgeting, reporting, and conduct analysis
• Prepare financials and reports to present to leadership
• Keep track of future financial committments, extensions, and expenses
• Keep track of and maintain accurate tax record filings along with appropriate documentation
• Work with outside professionals/advisorsfor additional accounting, finance, and legal issues/duties
• Manage electronic filing system and keep a cohesive supporting document system
• Assist with AdHoc projects

Executive Assistance

• Maintain and organize financial &office records and documentation.
• Manage correspondence and a variety of administrative matters on behalf of the family office.
• Coordinate with vendors, service providers, and other external partners.
• Track insurance policies, renewals, warranties, subscriptions, and other ongoing obligations.
• Assist with property, vehicle, asset, and other administrative records.
• Coordinate appointments, scheduling, and selected travel arrangements.
• Maintain organized electronic files and document-management systems.
• Monitor outstanding matters and follow up to ensure timely completion.
• Assist with special projects and other personal, administrative, and family office matters as needed.

Qualifications

• 7-10 years of full charge financial/bookkeeping experience/expertise in a professional industry environment (Public Accounting, Law Firms, Corporate, Family Office, etc.)
• 4+ years of experience in an Executive Assistant, Office Manager, or High level Administrative role
• B.A. Degree Preferred but not required
• IntermediateExcel Experience - Pivot Tables, VLOOKUP's, Formulas, Spreadsheet creation
• Ability to handle financials and business matters with high confidentiality
• QuickBooks ProAdvisor Certified
• Ability to work independently with little to no supervision
• Can prioritize duties and meet strict deadlines
• Can communicate with all level of management and outside professionals

At Sanford Rose Associates - JFSPartners, we specialize in Finance & Accounting, Legal, and Information Technology recruitment, dedicated to helping professionals like you discover the perfect career opportunities. With a track record of assisting thousands of professionals nationwide, we are prepared to leverage our expertise on your behalf. Partnering with us means gaining access to serious candidates, minimizing hiring errors, and helping you hire top-tier talent, all while navigating the hiring process with confidence. We understand the significance of finding the ideal role and aligning with an organization that shares your values.

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