Family Office Senior Analyst
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Job Location:
New York City, NY - USA
Monthly Salary:
$ 90000 - 130000
Posted on:
18 hours ago
Vacancies:
1 Vacancy
Job Summary
About Ascend
Backed by private equity from people-focused Alpine Investors Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital robust talent acquisition and training leading quality management resourcesbest-of-breed technology AI tools an offshore captive shared back-office services a catalytic leadership system and modernized equity incentives so that firms can surmount todays industry challenges to reach their full potential. For more information visit .
About LMC
LMC was founded in 2010 on the principle of delivering out-of-the-box trusted expert guidance. Great clients is one aspect but it is our even greater staff that sets us apart. For us its about creating a positive work environment that offers flexibility and growth.
LMC seeks a Senior Analyst in our Family Office Division. The individual will drive excellence and accuracy to support the company in achieving its growth ambitions.
LMC Advisors is an integrated and comprehensive financial and tax advisory company primarily focused on servicing entrepreneurial business and their owners. We pride ourselves on providing white glove service to our clients and supporting them in achieving their dreams. We have BIG dreams and are looking for a team player and leader to drive this critical function.
What Youll Do:
- Responsible for the execution of client engagements providing white glove service to all clients
- General accounting and business management
- Oversee bookkeeping payroll bill paying and wire transfers for family office clients
- Assist with ad hoc special finance projects
- Work with client on budgeting spending and investment monitoring
- Assist in preparation of all aspects of client financial reporting in alignment with deliverables package including P&Ls cashflow reports and projects
- Communicate status of engagements to departments involved in providing additional services to client
Qualifications:
- Bachelors Degree
- Experience with QuickBooks and Microsoft Excel preferred
- Strong communication & organizational skills
- Ability to research issues independently and timely to resolve client issues.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions responsibilities or requirements.
Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.
The annual base salary range for this role is $. This range includes the anticipated low and high end of LMCs salary range for this position. Actual compensation may vary based on various factors including experience education and/or skill level.
Required Experience:
Senior IC
Key Skills
- Typing
- Clerical Experience
- Computer Operation
- Math
- Mortgage Servicing
- Office Experience
- Computer Literacy
- Medical Terminology
- Software Testing
- Administrative Experience
- Phone Etiquette
- Word Processing
About Company
Ascend is a modern growth platform for entrepreneurial CPA firms, offering capital, technology, and talent support to help firms stay independent while growing stronger together.
