Office Assistant / Bookkeeper (Family Office)

Office Assistant / Bookkeeper (Family Office)
Location: Syosset, NY (primarily on-site, with occasional NYC travel)
Schedule: Full-time

Overview:
A private family office is seeking a highly organized and detail-oriented Office Assistant / Bookkeeper to support day-to-day administrative and financial operations. This role is ideal for someone who enjoys working with numbers, thrives in a structured environment, and takes pride in keeping systems organized and running smoothly.

Key Responsibilities:

• Support daily administrative operations of the family office
• Maintain and organize financial records, including filing and data retention
• Code and reconcile American Express statements; track and resolve discrepancies
• Process bill payments for multiple entities and family members (online bill pay and credit card)
• Retrieve and organize financial documents from banking platforms and investor portals
• Assist with bookkeeping tasks and financial tracking (QuickBooks experience a plus)
• Track domestic and international shipments (FedEx and other carriers)
• Submit and track medical insurance claims and reimbursements
• Assist in maintaining internal documentation, including family office records and handbook materials
• Provide general administrative support as needed, including occasional calls and coordination

Qualifications:

• Strong proficiency in Microsoft Excel and Office Suite (QuickBooks a plus)
• Bookkeeping or financial administration experience preferred
• Highly detail-oriented with strong organizational skills
• Strong written and verbal communication
• Discreet, trustworthy, and able to handle confidential information
• Self-motivated with a positive, “no task too small” attitude
• Ability to work both independently and as part of a team

Compensation & Benefits: $80,000-$100,000k/year, health insurance, 401(k), Discretionary bonus potential