Our Newest Opportunity :
Our Family Office Services division acts as a centralized coordinating resource for the firm’s wealthiest and most complex clients.
This position is not a management / supervisory position. It will report to the Director of Family Office Services.
Essential Duties and Responsibilities (include but are not limited to) :
Day-to-day financial management, including bill pay, bookkeeping, fulfillment of capital calls, wire transfers, and liquidity monitoring
Corresponding with vendors to obtain invoices
Corresponding with utility companies to setup services at homes
Setting up online accounts with vendors
Gather, organize, scan and distribute mail for each client
Coordinating the distribution of client tax reporting documents, including interfacing with accountants
Creating and updating financial calendars to ensure deadlines are met for the payment of income taxes, renewal of vehicle registrations, drivers’ licenses,
passports, payment of property taxes, credit card bills, medical bills, utilities and more
Working with client’s insurance carriers regarding claims and minimizing premiums
Preparing monthly or quarterly net worth summaries, cash flow reports and custom financial reports in Excel and QuickBooks
Qualifications, Skills and Requirements :
Proficient in QuickBooks, MSOffice, Outlook, Bill.com, and Excel
Must be well organized, attentive, have excellent attention to detail and complete tasks with a very high accuracy rate
Must have excellent communication skills
Must have good problem-solving skills and work well on a team
Education, Training and Experience :
2+ year of experience in financial services
College degree or equivalent in experience
Family Office Services Specialist - Hybrid (Princeton, NJ)
Our Family Office Services division acts as a centralized coordinating resource for the firm’s wealthiest and most complex clients. It will report to the Director of Family Office Services. Corresponding with utility companies to setup services at homes. Proficient in QuickBooks, MSOffice, Outlook, ...
CHHA Princeton, NJ 200.00 per day Saturday and Sunday 8pm-8am ASAP
DAY for Saturday and Sunday CHHA Positions (Princeton). Must be an Active NJ Certified Home Health Aide. ...
CHHA Princeton NJ per day Saturday and Sunday 8pm8am
DAY for Saturday and Sunday CHHA Positions (Princeton). Must be an Active NJ Certified Home Health Aide. ...
Full-Time Days 8a to 8p needed in Princeton NJ ASAP
Must be an Active NJ Certified Home Health Aide. ...
Bilingual Front Office - Spanish
Farm Agency, located in Princeton, NJ has an immediate opening for a full-time Bilingual Front Office. Looking for a job that provides meaningful work and competitive compensation? Consider a position in a State Farm Agent's office!. Performs administrative and office support activities. Growth pote...
CHHA NEEDED IN PRINCETON NJ 200.00 per day Saturday and Sunday
DAY for Saturday and Sunday CHHA Positions (Princeton). Must be an Active NJ Certified Home Health Aide. ...
Licensed Marriage and Family Therapist (LMFT) - Princeton, NJ
We are actively looking to hire talented Licensed Therapists in the Princeton Junction, NJ area who are passionate about patient care and committed to clinical excellence. Newly designed and modern offices. Licensed Clinical Social Worker (LCSW)/ Licensed Marriage and Family Therapist (LMFT) / ...
Family Medicine Opportunity in Northern NJ (15 miles from NYC)!!
Family Medicine Opportunity in Northern NJ (15 miles from NYC)!!. Work: primarily in the office, nursing homes and some assisted living (sometimes in hospital). ...
CHHA NEEDED IN PRINCETON NJ 200.00 per day Saturday and Sunday
DAY for Saturday and Sunday CHHA Positions (Princeton). Must be an Active NJ Certified Home Health Aide. ...
Continuous Care LPN - Princeton, NJ
Continuous Care LPNs or RNs all areas in NJ. Job Summary: The Hospice Continuous Care LPN is pivotal in identifying the physical, psychological, social and spiritual needs of the patient and family. The LPN works under the supervision and direction of the RN Case Manager and initiates the appropriat...