Family Office Finance and Operations Associate
Company | FS Investment Solutions |
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Location | Philadelphia, PA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Senior |
Requirements
- Minimum 5 years of progressive experience in finance and operational roles
- Experience with QuickBooks, Salesforce and other business software solutions preferred
- Family office experience is a plus
Responsibilities
- Managing the accounts payable process, ensuring accurate and timely processing of invoices, and maintaining strong relationships with vendors
- Foundation grant management and communications
- Coordinate and manage family office needs with external service providers to deliver: Device technology support (e.g., hardware and software applications)
- Insurance coverage oversight and annual renewals
- Employee onboarding and benefits administration
- Perform vendor onboarding and maintenance and assist with year-end 1099 filing
- Assist with quarterly compliance reporting for family office transactions
- Perform ad-hoc financial analysis and reporting as needed
- Special project management (e.g., asset acquisitions, software implementations)
- Research projects
Preferred Qualifications
- Family office experience is a plus