We are currently seeking a Family Office/Business Management Associate for our West Los Angeles office. The Family Office/Business Management Associate is primarily responsible for performing basic bookkeeping functions, and for maintaining and enhancing client relationships by providing high quality support to client accounts.
Generate and record cash receipts and disbursement transactions for client accounts
Produce and code checks
Make bank deposits and prepare bank reconciliations
Maintain client files
Assist with general ledger maintenance and preparation of reports to clients and tax packages
High school diploma or equivalent required. Bachelor’s degree with a major in Accounting,
Business Administration, Finance, General Business or Management preferred
Previous experience in Family Office/Business Management Services a plus
Excellent customer service skills (internal and external)
Strong written and verbal communication and interpersonal skills
Ability to work effectively both as part of a team and independently
Ability to handle multiple priorities, tasks and simultaneous projects
Ability to work overtime as needed
Proficiency with Microsoft Office (Word, Excel, Outlook)
Moss Adams is an Equal Opportunity Employer.