Office Assistant Bookkeeper (Family Office)

Syosset, NY - USA

Monthly Salary: Not Disclosed

Posted on: 20 hours ago

Vacancies: 1 Vacancy

Job Summary

Office Assistant / Bookkeeper (Family Office)
Location: Syosset NY (primarily on-site with occasional NYC travel)
Schedule: Full-time

Overview:
A private family office is seeking a highly organized and detail-oriented Office Assistant / Bookkeeper to support day-to-day administrative and financial operations. This role is ideal for someone who enjoys working with numbers thrives in a structured environment and takes pride in keeping systems organized and running smoothly.

Key Responsibilities:

Support daily administrative operations of the family office
Maintain and organize financial records including filing and data retention
Code and reconcile American Express statements; track and resolve discrepancies
Process bill payments for multiple entities and family members (online bill pay and credit card)
Retrieve and organize financial documents from banking platforms and investor portals
Assist with bookkeeping tasks and financial tracking (QuickBooks experience a plus)
Track domestic and international shipments (FedEx and other carriers)
Submit and track medical insurance claims and reimbursements
Assist in maintaining internal documentation including family office records and handbook materials
Provide general administrative support as needed including occasional calls and coordination

Qualifications:

Strong proficiency in Microsoft Excel and Office Suite (QuickBooks a plus)
Bookkeeping or financial administration experience preferred
Highly detail-oriented with strong organizational skills
Strong written and verbal communication
Discreet trustworthy and able to handle confidential information
Self-motivated with a positive no task too small attitude
Ability to work both independently and as part of a team

Compensation & Benefits:$80000-$100000k/year health insurance 401(k) Discretionary bonus potential

Office Assistant / Bookkeeper (Family Office) Location: Syosset NY (primarily on-site with occasional NYC travel) Schedule: Full-timeOverview: A private family office is seeking a highly organized and detail-oriented Office Assistant / Bookkeeper to support day-to-day administrative and financial op...