- Creative Financial Staffing (Chicago, IL)
- Our client is a leading CPA firm seeking a skilled Family Office Senior Accounting Manager to play a pivotal role in their firm's success. Why work here? ... work from! Highly collaborative environment Key Responsibilities: Manage and oversee family office functions including, Month end close Investment… more
- Northeast Georgia Health System, Inc (Gainesville, GA)
- …standards of care. Additional job responsibilities encompass taking x-rays of patients, office procedures directly relating to patient care and front office ... clinical staff are in-service on any new equipment or procedures performed in the office . Monitors inventory needs based on set levels of need. Monitors storage of… more
- Creative Financial Staffing (Pittsburgh, PA)
- …years of history. Tenured group of employees. Some have been their for 30+ years! Small office with a family feel. Fully onsite They are looking for an Office ... OFFICE ADMINISTRATOR ABOUT THE COMPANY: CFS has partnered...pivotal role in ensuring the smooth operation of their office , supporting various departments & contributing to their continued… more
- Beacon Hill Staffing Group, LLC (New York, NY)
- …document storage, etc.Manage calendar and email inbox, including liaising with Family Office team on personal calendars and communicationsSchedule meetings ... arrangements, including booking flights, hotels, and other accommodationsWork closely with Family Office team to manage in- office meals, meetings, and events… more
- Creative Financial Staffing (Houston, TX)
- Job Title: Family Office Accountant Family Office Accountant Overview: When you join our team, you become part of a dynamic group working alongside ... shaping our reputation as a leader today and in the future. As a Family Office Accountant, you will play a vital role in our accounting department, ensuring… more
- Fidelity TalentSource LLC (San Francisco, CA)
- …multiple generations of a donor family as well as single family office investment and/or philanthropy staff. Perspectives donors include signatories of ... guidance and education\u00A0Navigating family dynamics and working within the family office ecosystem\u00A0The Expertise and Skills You Bring\u00A0 Bachelor… more
- Beacon Hill Staffing Group, LLC (New York, NY)
- …archival paper files.Occasional ancillary support of other Company executives.Support for Family Office functions and vendor management. Qualifications: 5+ years ... a TTP EA to the President. This position requires to be in office 5 days a week from 8:30am-5:30pm.Responsibilities: Provide administrative support for activities… more
- Creative Financial Staffing (Denver, CO)
- …who can step right into the managerial duties right away. We are a multi- family office for high net worth individuals. Company Highlights: Multi- family ... office for high net worth individuals Beautiful office downtown- great culture due to their commitment to employees 5 flexible workdays per month Unlimited PTO… more
- Creative Financial Staffing (Monroeville, PA)
- …with a knack for numbers and a desire to work in a supportive and family -friendly office environment? We are seeking a dedicated Accounting Clerk to become an ... to meet deadlines and contribute to the team's success. Embrace their family -friendly office culture and actively participate in their collaborative work… more
- Fidelity TalentSource LLC (Boston, MA)
- …direct investment platform, preferably in an institutional asset manager such as a large family office , multi- family office , endowment, foundation or ... investment advisorPrior experience in real assets investing is a strong preference (natural resources, real estate, infrastructure).Direct experience in corporate governance roles, such as serving as a board member and /or investor advisory board memberA… more
- Creative Financial Staffing (Pittsburgh, PA)
- …OFFICE MANAGER CFS is managing a high-priority search to identify an Accounting/ Office Manager for a family -owned business. ABOUT THE COMPANY AND OPPORTUNITY: ... Family -first company culture Discretionary bonus! RESPONSIBILITIES OF ACCOUNTING OFFICE MANAGER INCLUDE: Month-end closing and reporting using QuickBooks… more
- TradeStation (New York, NY)
- …lead, and win new business with Institutional clients primarily in the Hedge Fund and Family Office space to meet quota via individual efforts and by working ... facing experience in sales and account management preferably covering financial institutions ( Family Offices, Asset Managers, Hedge Funds, RIAs, etc.) SIE, Series 7,… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …with internal employees which includes all lines of business including retail, family office , Institutional Wealth Services, stock plan services, health savings ... For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your… more
- Creative Financial Staffing (Denver, CO)
- …Highlights Cross-training in different departments and room to grow with the organization Family office environment with a "work hard, play hard" mentality Work ... 6-8 years of experience in accounting Advanced Excel skills and Microsoft Office Strong organizational skills Strong communication skills and ability to work with… more
- Creative Financial Staffing (Fort Collins, CO)
- …(Opportunity for Hybrid Schedule post-training)About The Property Accountant Role:Our client, a family office invested in the commercial real estate sector, is ... Principles) and financial reporting- Proficiency in accounting software and MS Office , especially Excel.- Experience with NetSuite is a PLUS- Excellent professional… more
- Creative Financial Staffing (Fort Collins, CO)
- …like Bill.com, Tipalti, Concur, and Mineral Tree is preferred. Experience in single- family office or family -owned/run businesses is advantageous. Education ... and Experience: Bachelor's degree in Accounting or Business Administration is required. 8+ years of related experience, CPA is a PLUS. Salary Range: $100,000.00 to $125,000.00 per year. Benefits: Health, dental, vision, and life insurance coverage. 401(k) plan… more
- Creative Financial Staffing (San Francisco, CA)
- Senior Tax Manager- Family Office Clients Responsibilities: Act as point of contact and relationship manager for client, family , and outside service ... providers. Manage outside service providers (eg attorneys, investment brokers, clients' employees), including coordination of activities such as drafting documents for personal estate and entities, coordinating loan documents with lenders, and payroll for… more
- WSFS Bank (Berwyn, PA)
- …of Influence including, but not limited to, Registered Investment Advisory firms, Family Office , Wealth Management firms, Independent Trust Companies, and high ... net worth individualsCall on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clientsResponsible for the development… more
- Northeast Georgia Health System, Inc (Jefferson, GA)
- …that include reception, maintaining clinical and financial records, front office inventory requirements, and medical records. Minimum Job QualificationsLicensure or ... certifications:Preferred Educational Requirements: Preferred Experience: Customer Service or Physician's Office experience preferred.Other: Job Specific and Unique Knowledge, Skills… more
- Northeast Georgia Health System, Inc (Gainesville, GA)
- …duties that include reception, maintaining clinical and financial records, front office inventory requirements, and medical records. Acts in a supervisory role ... certifications:Preferred Educational Requirements: Preferred Experience: Customer Service or Physician's Office experience.Other: Job Specific and Unique Knowledge, Skills and… more
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