Posted - 19 Nov 2021

Location - MIAMI, FL, USA




An exclusive opportunity has arisen with a start-up single family office within the greater Miami area that is looking for an Estate Bookkeeper.


This individual will be looking after 4 residences, a yacht and other assets and will be overseeing the household budget. Candidates should have a basic understanding of accounting and business administration as well as knowledge of Quicken or a similar type of financial/accounting software.


Essential Duties and Responsibilities:

  • Maintain an orderly accounting filing system
  • Collect and organize vendor invoices for management to approve
  • Provide clerical and administrative support to management as requested
  • Opens and reviews incoming financial documents and identifies appropriate steps to take
  • Monitors and reconciles transactions to accurately and timely pay vendors. 
  • Conduct invoice activities and pay vendors for delivered materials. Ensure that invoices are correct regarding material quantity/quality specifications; review invoices listed prices; make necessary pricing adjustments; make computer entries and cuts checks for vendors.
  • Secures credit card, assigns to proper parties, and maintains receipts.
  • Complies with company policies and procedures.
  • Performs other duties as needed.


Education and Experience:

  • Associate's degree in accounting or business administration, or equivalent business experience, as well as a knowledge of bookkeeping and generally accepted accounting principles
  • Fluent in Spanish (preferred)



  • Advanced use MS Office Products, including Excel, Word, Outlook and PowerPoint
  • Above Moderate levels of English speaking, writing, and reading comprehension; active listening; critical thinking; analytical, judgment; mathematics; and attention to detail
  • Must have meticulous attention to detail
  • Excellent communication skills
  • Advanced use of Quicken


Salary: up to $90,000 basic salary


Benefits: healthcare, 401k, FSA, EAP, and more plus discretionary bonus 


Please note that is a full time, in-office position.


REF: AGR2795


If you would like to apply for this role, please send your CV to Kay Shah at

Approved Family Office Supplier Directory

Latest Family Office Job Vacancies

Latest Family Office News

Global Family Office Conference

Global Family Office Community

USA Family Office Conference

Print Print | Sitemap Recommend this page Recommend this page
© Family Office Recruitment