Family Office Accountant

Who We Are

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with over $27B in AUM. We have more than 350 employees serving clients from 23 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Position Overview

Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking a Family Office Accountant. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.

The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, elite athletes, and entertainers.

If you believe you are a high performer who would thrive in this environment, the Family Office Accountant role is an excellent opportunity to expand hands on experience in the wealth management industry. We believe with the right talent and desire to grow; we can train and onboard you to succeed in your role.

Responsibilities:

• Perform general bookkeeping duties, including posting information to QuickBooks and regularly reconciling accounts
• Process accounts payable in an accurate and timely fashion
• Make deposits and record all cash receipts in a timely manner
• Perform reconciliations of bank accounts and credit cards on a monthly basis to ensure accuracy
• Ensure QuickBooks files are continuously up to date and all transactions are accurately categorized
• Ensure client files are maintained in an organized manner
• Provide administrative support to Senior Accountants when required

Qualifications:

• Bachelor's degree in accounting or finance from an accredited College or University
• CPA eligible and driven to obtain their license
• 1-2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm, in general, is preferred.
• Financial Industry/Family Office experience a plus
• Knowledge of QuickBooks accounting system
• Knowledge and expertise in Microsoft office products, in particular Excel and Word
• Excellent attention to detail with high accuracy, excellent organizational skills
• Ability to take direction from multiple sources with demonstrated follow-through
• Effective interpersonal, verbal, and written communication skills
• Ability to multi-task and thrive in a fast-paced environment
• High level of confidentiality is essential
• Commitment to meeting established deadlines and managing time effectively
• Self-motivated, confident, detail-oriented, and analytical
• Optimism and desire for achievement and growth
• Adaptability and openness to change

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $74,000 $100,000.

The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You... Better together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.