Accountant and Executive Assistant
Search Services
Houston, TX
Apply
JOB DETAILS
LOCATION
Houston, TX
POSTED
30+ days ago
Our Houston based family office client is seeking a versatile and energetic Accountant and Executive Administrative Assistant to support their family office. This candidate will be responsible for managing activities and providing comprehensive accounting support within the family office. This role requires significant attention to detail, a solid understanding of financial principles, flexibility and reliability, and the ability to maintain confidentiality.
Our client has a beloved and long time predecessor who will be retiring and changing her role. This position will replace her, and will have a very flexible work schedule including a hybrid schedule. The family office is located in central Houston and works with multiple generations of family members. An experienced and detail oriented family office employee is strongly preferred.
Key Financial Responsibilities:
- Maintain accurate and up-to-date financial records for the family office.
- Record financial transactions, including income, expenses, and investments.
- Collaborate with relevant stakeholders to develop and monitor budgets.
- Assist in preparing financial forecasts and projections.
- Generate regular financial reports for the family office.
- Prepare financial summaries for review.
- Ensure compliance with relevant tax regulations.
- Monitor cash flow and manage liquidity needs.
- Execute fund transfers and payments as required.
- Process and track expenses related to the family office and family members.
- Verify invoices and reconcile expenses.
- Conduct financial analysis to support decision-making.
- Communicate with financial institutions regarding decedent's accounts.
- Provide financial support to family members.
- Communicate financial information in a clear and understandable manner.
- Administrative duties for various homes and vehicles.
- Communicate with insurance companies to determine appropriate policies for the family and their properties, under supervision.
- Ensure insurance policies are renewed timely and pay premiums.
- Property management such as arranging occasional maintenance calls for plumbers, air conditioning, pest control, etc.
- Visit properties as needed.
- Coordinate with household staff.
- Regular visits to Houston locations to drop off or pick up items, generally central Houston.
- Receive and manage client mail.
- Coordinate travel and calendar management.
- Prepare appropriate written correspondence to clients by letter and email.
Qualifications:
- Bachelors degree, Preferably in Accounting or Finance
- 10+years accounting experience in bookkeeping for a CPA firm or a family office
- Strong knowledge of accounting principles, financial regulations, and proven financial skills
- MS Office Proficiency
- QuickBooks experience required
- Ability to maintain complete confidentiality and protect the family by keeping information confidential.
- Meticulous attention to detail.
- Able to work independently with little or no supervision.
- Able to effectively prioritize multiple tasks in a fast paced environment.
- Must have excellent communication skills, both written and oral
About the Company
S
Search Services
With well over 100 combined years of recruiting experience, Search Services remains Houston's premier search firm focusing on Accounting & Finance, IT, and office administrative positions. Whether you're actively engaged in a job search or are passively looking for the next step in your career progression, let us be your eyes and ears in the Houston marketplace. Our services cost you nothing and we like to approach your job search in a consultative and highly discreet manner.
COMPANY SIZE
50 to 99 employeesINDUSTRY
Staffing/Employment Agencies
FOUNDED
2000
WEBSITE
http://www.searchsvc.com/