We're partnering with a small investment firm on a search for a Finance & Administration Manager to manage all aspects of administration on investments and the principal's personal finances. This is a well established and highly successful business with a diverse portfolio of investments and philanthropic activities.
In this role, you'll oversee accounting for investments, prepare financial statements and reporting packages, oversee expense management and proactively identify areas of opportunity for process improvements and efficiencies. This is a great opportunity for someone looking for a long term, stable role.
This position is based in office 5 days a week, 8:30am-5:30pm, and offers 10 days of PTO, 5 sick and 2 personal days annually.
What we're looking for: