Mariner Holdings

  • Experienced Bookkeeper

    Job Location(s) US-NY-New York
    Posted Date 2 weeks ago(8/2/2018 4:50 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 experienced candidates for the position of Bookkeeper in our New York City, office.  The Bookkeeper will serve high net worth individuals, maintaining personal and business accounting and financial records.   


    • Review monthly financial statements, monthly invoices, checks, and bank reconciliations.   
    • Maintain fixed assets in fixed asset software and keep depreciation updated
    • Assist with monthly and quarterly invoicing, receivables, credit card allocation and intercompany transactions
    • Receives and records monthly financial activity
    • Assist with client payroll and files
    • 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
    • Assists accountants with tax information as needed
    • Additional projects, furthering the service of clients as needed


    • Bachelor’s degree from an accredited college or commensurate experience
    • 2+ years of bookkeeping 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
    • 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

    We welcome your interest in being a part of the Mariner team.  




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