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Family Office Services Associate

Berman Capital Advisors, LLC

This is a Full-time position in Atlanta, GA posted March 30, 2021.

nnWe are seeking a Family Office Services Associate to join our team to provide support to our client relationships.

This person will be primarily responsible for providing day-to-day accounting and financial administration to our high-net-worth client base.

They will also work alongside our Wealth Advisors to perform forecasting, financial statement analysis, tax coordination, and estate administration.

nn nn n nn nn Responsibilities: nn Own the financial books and records for clients, including accounting for and reporting on client entities, planes, boats, investments, real estate, and other assets.

Prepare monthly/quarterly financial reports.

Prepare monthly and year end closings, including journal entries.

Assist with bill pay, as needed.

Communicate with clients, advisors, vendors and team members to deliver exceptional service.

Work with team to establish and maintain client operating policies and procedures to ensure accurate reporting and cash management for each relationship.

Participate in budgeting, cash flow and tax planning for clients alongside the Wealth Advisors.

Help identify estate planning opportunities and assist with projects related to estate administration.

Participate in the development of client family office policies and procedures, including new client set‐up.

nn n nn nn Requirements: nn Bachelor’s degree required; CPA and/or CFP preferred.

Minimum of 3 years prior accounting or related experience.

Family office experience strongly preferred.

Strong QuickBooks skills required.

Proficiency in all Microsoft Office programs, particularly Excel.

Ability to prepare and analyze financial statements.

Excellent verbal and written communications skills.

Strong attention to detail, accuracy, and the ability to organize, prioritize, and execute successfully in a fast‐paced environment.

Good judgment and ability to determine the appropriate sense of urgency for requests.

Ability to meet deadlines and commitments, follow up as needed.


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