Family Office Professional

We are seeking a Family Office Professional in the Private Client Group of our wealth management firm, located in Norfolk, Virginia.  The candidate will use their administrative and bookkeeping experience to record transactions and prepare financial reports for high-net-worth clients.

This position offers work from home flexibility 2 days per week after orientation period.

Position responsibilities:

• Use Clearstead-defined systems and processes to manage and enter client bills for payment
• Track and reconcile client account balances to ensure sufficient funds for bills and upcoming charges 
• Prepare monthly bill-pay reconciliation reports to be reviewed by client.
• Produce monthly, quarterly, and ad hoc transaction reports from Quicken and / or Quickbooks 
• Prepare annual informational tax filings including 1099s and W-2s
• Develop a thorough knowledge of an assigned client base
• Communicate directly with clients and other professional advisors as needed
• Complete other family office services as assigned

The successful candidate will have:

• Bachelor’s degree in accounting or related field preferred
• Ability to organize and manage multiple priorities
• Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook)
• Experience interfacing with clients on a regular basis
• Experience with Bill.com is a plus
• Excellent interpersonal and communication skills
• Quicken experience preferred
• Quickbooks experience preferred
• Team player mentality
• Commitment to company values

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. 

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. 

The qualified candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
• The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
• An opportunity to work with high-profile private clients and institutions across the country
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program

We are Clearstead…an independent institutional and wealth advisory firm headquartered in Cleveland, Ohio.

Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. 

There’s a popular line at Clearstead, “There are no sharp elbows.” There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals.