Mariner Holdings

Part-Time Bookkeeper

Job Location(s) US-NY-New York
Posted Date 3 weeks ago(1/25/2018 1:05 PM)
Entity
MWANYC - Mariner Wealth Advisors - NYC
# of Openings
1
Category
Accounting/Finance
Job Closing Date
3/5/2018

Overview

Mariner Wealth Advisors takes an integrated approach to managing a full array of financial needs to help ensure all facets of a client’s wealth and well-being are moving in the right direction. The firm offers a wide range of services, including financial planning, investment advice, tax strategies, insurance and risk management.  Mariner Wealth Advisors understands that a client’s financial objectives are dynamic, and our experienced professionals work together to provide relevant solutions to meet each client’s personal and ever-changing needs.       

 

We are seeking candidates for the position of Part-Time Bookkeeper in our New York City, office.  The Part-Time Bookkeeper will assist with servicing high net worth individuals, maintaining personal and business accounting and financial records.   

Responsibilities

  • Receive, approve, and maintain monthly invoices, cut checks, reconcile bank statements and prepare monthly financial statements.
  • Assist with monthly and quarterly invoicing, receivables, credit card allocation and intercompany transactions
  • Receives and records monthly financial activity
  • Assist with preparation on monthly, quarterly and annual personal financial statement preparation
  • Work with client advisors to provide them with reports and documents as needed
  • Additional projects, furthering the service of clients as needed

Qualifications

  • Associate or Bachelor’s degree from an accredited college or commensurate experience
  • Reliable to the confidentiality of client matters
  • Creative problem solving, research skills
  • Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
  • Proficiency in Microsoft Office including Word, Outlook, Excel and QuickBooks preferred
  • Clear communicator with strong interpersonal writing/verbal skills
  • Detail oriented, excellent organizational and analytical skills
  • High degree of client service to both internal and external customers
  • Self-starter, highly motivated to personal growth and development
  • Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks

EOE M/F/D/V

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