Investment Accountant & Exec Assistant (Family Office)

Career Strategies; Beverly Hills (CA); Sur place; USD 85 000 - 104 000; Plein temps

Avantages offerts par ce poste

Bonus

Benefits

Résumé du poste

Career Strategies in Beverly Hills, CA is seeking an Investment Accountant & Executive Assistant to support one Principal. The role is 80% bookkeeping and accounting, 20% executive administrative tasks, demanding discretion and strong financial acumen.

Responsibilities include day-to-day bookkeeping for personal, investment, and business accounts, bank and card reconciliations, general ledger maintenance, and coordinating with tax professionals; plus calendar management, travel coordination, and

Qualifications

• 5+ years of bookkeeping, accounting, or financial administration experience.
• Proficiency with QuickBooks and Microsoft Excel, plus general accounting knowledge.
• Confidentiality in handling sensitive financial data.
• Attention to detail and polished written/verbal communication.
• Must have a valid California driver's license and reliable transportation.

Responsabilités

• Bookkeeping and accounting duties for personal, investment, and business accounts.
• Executive administrative support to the Principal.

Connaissances

Attention to detail

Discretion

Communication

Problem solving

Formation

Bachelor’s degree in Accounting/Finance/Business Administration

Outils

QuickBooks

Microsoft Excel

Description du poste

Career Strategies in Beverly Hills, CA is seeking an Investment Accountant & Executive Assistant to support one Principal. The role is 80% bookkeeping and accounting, 20% executive administrative tasks, demanding discretion and strong financial acumen.

Responsibilities include day-to-day bookkeeping for personal, investment, and business accounts, bank and card reconciliations, general ledger maintenance, and coordinating with tax professionals; plus calendar management, travel coordination, and