Website BBM

• QuickBooks Online Certified
• Bill Pay through the bank’s portal
• Processing of ACH’s & Wires – Multiple wire requests could be received in a day, so should be able to multi-task and prioritize.
• Record Deposits
• Vendor Relations
• Review and Maintain General Ledgers
• Credit Card Coding

Contact Name:
Type of Company:
Years of Experience Required: 0-2
Starting Date:


Education Required:


Job Benefits and Options:
Health/Dental BenefitsPaid Holidays, Vacations, and Sick Leave401k, Retirement and/or Pension PlanTransportation Subsidies
Necessary Qualifications:
Hands On Experience With Excel
Hands On Experience With Word
Experience with Quick Books
Number of Employees:
Less than 10
Company Profile (limit 300 words):

We are a small multi-family office located in Midtown Manhattan. We provide personal financial services to a select group of high-net-worth individuals. We are responsible for bill paying, cash flow management, tax planning, investment oversight, estate planning, insurance, real estate, etc.

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