BT Family Office Associate

Responsibilities

• Process accounts payable, including bill payments and vendor management
• Prepare and maintain accounting records for clients
• Aid with budgeting and cash projections
• Aid in the preparation of financial statements and other accounting reports
• Reconcile bank accounts and credit card statements
• Generate monthly financial reports, including income statements and balance sheets
• Maintain organized financial records
• Provide general administrative support and manage internal and external correspondence
• Assist with special projects as needed
• Plan and organize efficiently
• Manage schedules and prioritize tasks
• Proactively identify and address potential issues

Qualifications

• Proven experience in bookkeeping, accounts payable, and financial reporting
• Proficiency in accounting software (QuickBooks, Sage Intacct) preferred
• Strong organizational skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Self-starter with a proactive approach to problem-solving