More jobs:
Personal CFO; Accountant
Job in
Lakewood, Ocean County, New Jersey, 08701, USA
Listed on 2026-09-23
Listing for:
Talent Mappers
Full Time, Part Time
position Listed on 2026-09-23
Job specializations:
-
Accounting
Accounts Receivable/ Collections, Financial Reporting, Bookkeeper/ Accounting Clerk, Accounting & Finance -
Finance & Banking
Accounts Receivable/ Collections, Financial Reporting, Bookkeeper/ Accounting Clerk, Accounting & Finance
Job Description & How to Apply Below
This is a temporary 6 months to permanent position. 2 days a week in office (Wednesday and Thursday).
We are seeking a highly organized, detail-oriented, and trustworthy Client service accountant to support the financial affairs of a private family office based in Springfield, New Jersey.
Client Service SpecialistA prestigious and highly confidential family office is seeking an experienced Accounts Payable / Accounts Receivable (AP/AR) professional to support the financial operations of multiple family members and related entities. This role requires a high level of discretion, loyalty, and precision, along with the ability to manage a wide range of financial responsibilities in a fast-paced, detail-oriented environment.
Key Responsibilities- Manage end-to-end accounts payable and receivable processes for family members and affiliated entities
- Execute and monitor automatic payments, recurring transactions, and bill pay systems
- Process invoices, verify accuracy, and ensure timely payments
- Track incoming payments and follow up on outstanding receivables
- Assist with Reconciling bank accounts, credit cards, and financial statements regularly
- Maintain organized and accurate financial records and documentation
- Coordinate with vendors, service providers, and internal stakeholders
- Identify and resolve discrepancies proactively
Support ad hoc financial and administrative projects for the family office
- 4-15 years of relevant AP/AR or general accounting experience
- Prior experience in a family office, private office, or high-net-worth environment is a plus
- Strong understanding of accounting principles and financial processes
- Exceptional attention to detail and organizational skills
- High level of integrity, discretion, and professionalism
- Ability to manage multiple priorities and meet deadlines
- Proficiency in accounting software and Microsoft Excel
- Strong communication skills and a service-oriented mindset
- Personal Attributes
- Loyal and trustworthy, with a long-term mindset
- Highly organized and process-driven
- Meticulous with a strong focus on accuracy
- Proactive, dependable, and resourceful
- Comfortable working in a confidential and personalized environment
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