Bookkeeper

Position Details

Position: Bookkeeper
Location: Syosset, NY (Long Island)
Schedule: Full-time, primarily on-site in Syosset office with occasional 1–2 days per month in NYC office. Potential for one remote day per week after training period.
Start Date: ASAP for the right candidate
Salary: $85,000–$100,000+ depending on experience

Family Office Overview

A highly organized and professional family office supporting high-net-worth individuals is seeking a detail-oriented and proactive Bookkeeper to join their team. This role requires discretion, strong financial acumen, and the ability to provide high-level administrative and concierge-style support to principals and management staff. The ideal candidate thrives in a fast-paced environment, maintains strict confidentiality, and takes pride in accuracy and organization.

Key Responsibilities

• Provide exceptional administrative assistance and concierge-level support to high-net-worth individuals
• Maintain ongoing schedules and tracking related to art purchases, insurance policies, charitable contributions, and various ad hoc financial reports for the CFO and family members
• Code American Express statements and manage bill payments for individual family members
• Dispute American Express transactions, secure refunds, and review pricing discrepancies
• Process bill payments via online bill pay and credit card
• Track domestic and international FedEx shipments (incoming and outgoing)
• Manage internal documentation and data retention procedures
• File and organize financial statements from online banking platforms
• Retrieve monthly and quarterly financial reports from intranet investor sites
• Submit medical insurance claims and manage reimbursement tracking
• Assist in creating and maintaining the family office handbook, including legal, accounting, and personal information for entities and family members
• Make phone calls and handle correspondence on behalf of management staff and principals

Ideal Candidate

• Highly organized with exceptional attention to detail
• Strong analytical and problem-solving skills
• Demonstrates sound judgment and ability to maintain strict confidentiality
• Self-motivated with a strong work ethic and positive, “no task too small” attitude
• Personable, professional, and able to communicate effectively both verbally and in writing
• Comfortable working independently while also collaborating with a team
• Competitive, driven, and highly competent

Requirements

• Proficiency in Microsoft Excel (advanced skills preferred)
• Experience with Microsoft Word and Microsoft Office Suite
• QuickBooks knowledge is a strong plus
• Strong oral and written communication skills
• Ability to manage multiple priorities with discretion and efficiency

Compensation & Benefits

• Competitive salary of $85,000–$100,000+ (based on experience and qualifications)
• Health insurance
• 401(k)
• Discretionary bonus potential

This is an excellent opportunity for a polished and detail-oriented professional seeking a long-term role within a well-established and reputable family office. Immediate hire available for the right candidate.