Accounting, Administration & Analysis

This position entails all aspects of office management including Accounting, Human Resources administration. Growth opportunity in more Investment Advisor specific functions.

Specific activities of the position include:

• Use of Quick Books with payroll, paying bills and preparing the firm’s monthly financial statements.
• Involvement with annual budgeting and monthly forecasting.
• Administering human resource processes that support our team.
• Exposure to regulatory compliance processes, technology and cyber-security practices.
• Applications of investment portfolio accounting software.
• Preparing financial reports for clients and investment advisers.
• Exposure to key areas of investment and financial advisory services for families and individuals, including investment analysis, income taxes, estate planning and retirement planning.

Personal Attributes

• Service Orientation – You are passionate about serving others and in helping to meet the needs of others.
• Team Player – You enjoy being a part of a team and contributing to results.
• Balance – Your work is an important source of fulfillment and you have interests you enjoy outside of work.
• Communication - You are a willing listener and a learner. You communicate well in writing or verbally.
• Problem solving - You are attentive to detail and enjoy solving problems.
• Curiosity - You have an intrinsic interest in how things work combined with a drive to efficiently understand context.
• Integrity - You believe in integrity – always.
• Multi-tasking – You thrive with the challenge of having a full list of projects to complete and you effectively triage, communicate and rebalance as your day develops.

Qualifications

• Bachelor’s degree required.
• Knowledge of Microsoft Word, Excel and Quick Books required.
• A strong desire to help people by applying your interest in accounting to support our team in serving clients.
• Exceptional analytical and communication skills.
• Demonstrated orientation to detail, organization, and process.
• Ability to work efficiently on an independent basis in a structured environment.
• Must maintain a high level of confidentiality (subject to signed confidentiality agreement).

We offer

• Health and dental insurance
• Retirement plan
• A collaborative platform as a foundation to build your skills
• An inclusive work environment where every person is given the encouragement, support, and opportunity to be successful
• Personal development growth opportunities
• Analytical tools and resources to support learning in the areas of financial planning, investment analysis and portfolio management