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Family Office Finance and Operations Associate

Family Office Finance and Operations Associate

CompanyFS Investment Solutions
LocationPhiladelphia, PA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior

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