Account Associate

Focus Financial Partners

Account Associate handling accounting and analysis for ultra-wealthy clients, preparing financial reports and reconciling accounts in a remote position. Must work Eastern Standard hours.

Posted 7/21/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Accounts Payable and Receivable processes, with strong analytical skills and attention to detail. Proficient in Microsoft Excel and Quickbooks, capable of managing multiple projects and deadlines while maintaining exceptional organizational and communication skills.

Highest-signal resume keywords

Accounts Payable ExperienceAccounts Receivable ExperienceMicrosoft Excel ExpertiseQuickbooks ProficiencyAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Bank ReconciliationJournal EntriesPayroll ProcessingVendor ManagementInvoice ProcessingFinancial ReportingChart of Accounts UnderstandingGeneral Ledger KnowledgeTax Software FamiliarityContinuous Improvement Advocacy

Soft Skills

Strong Communication SkillsOrganizational SkillsSelf-Starter AttitudePositive AttitudeAbility to Follow Directions

Tools & Technologies

Quickbooks DesktopQuickbooks OnlineMicrosoft ExcelTax Software

Certifications & Qualifications

Associates Degree in Business AdministrationBachelor’s Degree in Business Administration

Industry Keywords

Business ManagementFamily OfficeClient RelationshipsProject Management

About the role

Key responsibilities & impact

Record cash receipts, credit card statements, invoices and disbursements; performs bank and brokerage reconciliations timely, records journal entries
Manage entry and execution of accounts payable and receivable process daily, including maintaining all vendor and client information
Record weekly, monthly, and annual payroll expenses
Take ownership of bill pay cycle by monitoring bill pay and vendor reports; assist in maintaining support schedules and work papers
Prepare and review vendor reports; collect, process and associate invoices, cash and receipts
Participates in meetings, group discussions and/or conference calls
Share information with team members on a regular basis
Assist in preparation of deliverables to support client relationships
Project management; participate in information collection

Requirements

What you’ll need

Associates or Bachelor’s degree in Business Administration
Business management or family office a plus
Accounts Payable and/or Accounts Receivable experience a plus
Strong computer aptitude, including expertise with Microsoft Excel, Quickbooks Desktop / Quickbooks Online, and Tax software (if applicable)
Understanding of basic accounting concepts, including debits, credits, bank reconciliations, chart of accounts and general ledger accounts
Analytical skills with particular attention to detail
Strong advocate of continuous improvement; Takes ownership of assignments, seeks to make improvements where possible in client services and best practices
Self-starter who maintains a positive attitude and loves a fast-paced environment
Ability to work independently and manage multiple projects and deadlines
Exceptional organizational skills
Takes and follows directions well
Shows respect for work and contributions of others
Strong organization, oral and written communication skills.

Benefits

Comp & perks

medical
dental
vision
life insurance
401(k)