Account Manager II – Family Office
Armanino
full-time
Posted on:
Location Type: Office
Location: Chicago • Colorado • Illinois • United States
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Salary
💰 $62,700 - $80,600 per year
About the role
- Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
- Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
- Prepare monthly, quarterly, and annual financial statements and related reports
- Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
- Monitor cash activity and assist with cash flow analysis and forecasting
- Process payroll and support payroll-related reporting and compliance requirements
- Collaborate with internal team members to address client inquiries and support more complex accounting matters
- Assist senior team members with special projects and process improvement initiatives
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
- Minimum of 2 years of experience supporting high-net-worth individuals in accounting, wealth management, or family office environments
- Proficiency with QuickBooks Online (QBO) and BILL required
- Payroll processing experience with a strong focus on accuracy and timeliness
- Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service
- Strong attention to detail and ability to work efficiently in a deadline-driven environment
- Proficiency in Microsoft Office, including Excel, Word, and Outlook
Benefits
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Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accountingfinancial statementspayroll processingcash flow analysisdata integrityreportingreconciliationprocess improvementinvestment activitybill pay
Soft Skills
attention to detailclient-centered servicetime managementcollaborationproblem-solvingorganizational skillscommunicationability to manage multiple clientsefficiencydeadline-driven
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Financerelated field degree