ESTATE BOOKKEEPER

ESTATE BOOKKEEPER

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)

 

Skills:

  • 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 kays@agreusgroup.com

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