Mariner Holdings

  • Bookkeeper

    Job Location(s) US-NY-New York
    Posted Date 3 weeks ago(7/23/2018 4:25 PM)
    MWANYC - Mariner Wealth Advisors - NYC
    # of Openings
    Job Closing Date
  • 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 Bookkeeper in our New York City, office.  The Bookkeeper will be a temporary position that will assist with servicing high net worth individuals, maintaining personal and business accounting and financial records.   


    • 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


    • Associate or Bachelor’s degree in accounting or finance
    • 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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