Financial​/Executive Assistant

Back Financial/Executive Assistant

Location:

Birmingham, MI

Job Type: Direct Hire

Schedule:

Remote with 2-3 days a month in-office

Hours:

Flexible 30 hours per week

Compensation: 65K - 75K

Sanford Rose is looking for a talent Financial/Executive Assistant for a family office with a company located in Madison Heights, MI on a direct hire basis. This opportunity is great for someone who enjoys a mixture of financial responsibility and executive/administrative duties. We are looking for someone who has a high level of responsibility, confidentiality, and sophistication to support our clients needs.

• Manage and maintain all family office accounting/financial transactions and records
• Perform monthly reconcilitions (Bank, CC, and various Accounts)
• Handle all expenses, AP, AR, Billing
• Preparing invoices, sending them to appropriate parties, and making payments on accounts
• Maintain accurate financial records and documentation across multiple accounts and entities.
• Create and maintain spreadsheets in order to track finances, budgeting, reporting, and conduct analysis
• Prepare financials and reports to present to leadership
• Keep track of future financial committments, extensions, and expenses
• Keep track of and maintain accurate tax record filings along with appropriate documentation
• Work with outside professionals/advisorsfor additional accounting, finance, and legal issues/duties
• Manage electronic filing system and keep a cohesive supporting document system
• Assist with AdHoc projects

• Maintain and organize financial &office records and documentation.
• Manage correspondence and a variety of administrative matters on behalf of the family office.
• Coordinate with vendors, service providers, and other external partners.
• Track insurance policies, renewals, warranties, subscriptions, and other ongoing obligations.
• Assist with property, vehicle, asset, and other administrative records.
• Coordinate appointments, scheduling, and selected travel arrangements.
• Maintain organized electronic files and document-management systems.
• Monitor outstanding matters and follow up to ensure timely completion.
• Assist with special projects and other personal, administrative, and family office matters as needed.

• 7-10 years of full charge financial/bookkeeping experience/expertise in a professional industry environment (Public Accounting, Law Firms, Corporate, Family Office, etc.)
• 4+ years of experience in an Executive Assistant, Office Manager, or High level Administrative role
• B.A. Degree Preferred but not required
• Intermediate Excel Experience - Pivot Tables, VLOOKUP's, Formulas, Spreadsheet creation
• Ability to handle financials and business matters with high confidentiality
• Quick Books Pro Advisor Certified
• Ability to work independently with little to no supervision
• Can prioritize duties and meet strict deadlines
• Can communicate with all level of management and outside professionals

At Sanford Rose Associates - JFSPartners, we specialize in Finance & Accounting, Legal, and Information Technology recruitment, dedicated to helping professionals like you discover the perfect career opportunities. With a track record of assisting thousands of professionals nationwide, we are prepared to leverage our expertise on your behalf. Partnering with us means gaining access to serious candidates, minimizing hiring errors, and helping you hire top-tier talent, all while navigating the hiring process with confidence.

We understand the significance of finding the ideal role and aligning with an organization that shares your values.

#High1