Job Description
Investment Accountant & Executive Assistant – Los Angeles, CA
Seeking a highly trustworthy Investment Accountant & Executive Assistant to provide dedicated support to one of our company Principals. This role is structured as 80% bookkeeping and accounting support and 20% executive administrative support. The ideal candidate brings a strong accounting background, exceptional attention to detail, and the strict discretion required to handle highly confidential financial and personal information.
Key Responsibilities
Qualifications
Required:
Comp: $85-104K +bonus +benefits
We are an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or veteran status in accordance with applicable federal and state laws
Seeking a highly trustworthy Investment Accountant & Executive Assistant to provide dedicated support to one of our company Principals. This role is structured as 80% bookkeeping and accounting support and 20% executive administrative support. The ideal candidate brings a strong accounting background, exceptional attention to detail, and the strict discretion required to handle highly confidential financial and personal information.
Key Responsibilities
- Bookkeeping & Accounting (80%): Manage day-to-day bookkeeping for personal, investment, and business accounts. Handle accounts payable, monthly bank/credit card reconciliations, general ledger maintenance, and cost allocations across multiple entities. Prepare monthly financial reports, assist with budgeting/cash-flow tracking, and coordinate directly with internal and external tax and financial professionals.
- Executive Support (20%): Provide administrative support to the Principal, including calendar management, travel coordination, document preparation, and vendor correspondence. Track deadlines and assist with occasional personal requests with complete professionalism and flexibility.
Qualifications
Required:
- Experience: 5+ years of bookkeeping, accounting, or financial administration experience.
- Technical Skills: Proficiency with QuickBooks and Microsoft Excel, alongside strong knowledge of general accounting principles.
- Confidentiality: Demonstrated history of managing highly sensitive business and personal financial data.
- Attributes: Exceptional attention to detail, strong problem-solving skills, and polished written/verbal communication.
- Logistics: Must have a valid California driver's license and reliable transportation for occasional local errands.
- Bachelor’s degree in Accounting, Finance, or Business Administration.
- Experience supporting an executive, high-net-worth individual, or working within a family office or real estate/multi-entity environment.
Comp: $85-104K +bonus +benefits
We are an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty, or veteran status in accordance with applicable federal and state laws
Numbers & Facts
| Location | Beverly Hills, California |
| Industry | Staffing/Employment Agencies |
| Company Size | 1 to 9 employees |
| Year Founded | 1992 |
| Website | https://www.careerstrategiesgroup.com |
About Company
Career Strtegies Group is a national, full service recruiting, outplacement and career services organization. The firm specializes in the career needs of attorneys, financial professionals, and C-suite and other senior executives. It also has a smaller recruiting operation for healthcare professionals and administrators in the NY, CT and NJ area. The firm has particular experience with professionals aged 50+, and in the area of career change for attorneys and professionals. Firm founder Bruce Blackwell is an original member of the career transitions team established by the New York City Bar Association, and is a noted author and lecturer on career issues for lawyers and other professionals.
Skills
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