Posted:
10/31/2024, 3:17:06 AM
Location(s):
New Jersey, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Customer Success & Support
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
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
Thank you for your interest in joining the OneDigital team!
Website: https://onedigital.com/
Headquarter Location: Reumont, Nord-Pas-de-Calais, France
Employee Count: 501-1000
Year Founded: 2007
IPO Status: Private
Industries: Industrial Manufacturing ⋅ Management Consulting