Accounting Operations Specialist - Wealth Management

A Family Office is seeking an Accounting Operations Associate to support day-to-day financial and operational activities. The position works directly with the firm’s senior finance leadership and offers exposure beyond traditional bookkeeping. Role Summary: Approximately 50% of this role will focus on core bookkeeping and accounting operations, with the remaining time dedicated to higher-level financial activities including real estate projects, budgeting, investment operations, and exposure to estate and tax planning. Training will be provided on more advanced responsibilities. Key Responsibilities: Handle day-to-day bookkeeping and accounting operations using QuickBooks Allocate, process, and pay invoices accurately and timely Reconcile bank accounts and financial records Maintain accurate general ledger entries and account balances Support implementation and transition to new accounting systems Assist with budgeting, forecasting, and financial tracking Support real estate-related financial activities and project tracking Gain exposure to investment operations, including private investments and hedge fund structures Assist with ad hoc financial and operational projects as needed in a lean family office environment Qualifications: 3+ years of experience in accounting, bookkeeping, or accounting operations Hands‑on experience with QuickBooks is required Strong attention to detail and organizational skills Ability to work independently and take initiative Interest in learning broader financial operations beyond bookkeeping Comfortable wearing multiple hats in a fast‑paced, small‑office environment Experience with Addepar is a plus (or interest in investment operations) #J-18808-Ljbffr Ascendo Resources