Account Associate

Headquartered in the heart of New York City, FFO is the premier family office and business management company for ultra-wealthy individuals, families, and their advisors, offering tailored solutions that bridge financial and lifestyle objectives with unmatched expertise and discretion. 

FFO is fully independent, does not manage or allocate client assets, and often partners with single-family offices, multifamily offices and other professional teams serving ultra-high-net-worth clients to provide comprehensive client solutions.

We are seeking an Account Associate to join our collaborative team in which you will be responsible for performing the accounting and analysis functions for our clients, preparing and analyzing financial reports, and maintain and reconcile ledger accounts. 

This is a remote position but will still be required to work Eastern Standard hours.

Primary Responsibilities:

The essential functions include, but are not limited to the following:

Record cash receipts, credit card statements, invoices and disbursements; performs bank and brokerage reconciliations timely, records journal entries

Manage entry and execution of accounts payable and receivable process daily, including maintaining all vendor and client information. 

Record weekly, monthly, and annual payroll expenses

Take ownership of bill pay cycle by monitoring bill pay and vendor reports; assist in maintaining support schedules and work papers

Prepare and review vendor reports; collect, process and associate invoices, cash and receipts

Participates in meetings, group discussions and/or conference calls

Share information with team members on a regular basis

Assist in preparation of deliverables to support client relationships

Project management; participate in information collection

Qualifications:

Associates or Bachelor’s degree in Business Administration

Business management or family office a plus

Accounts Payable and/or Accounts Receivable experience a plus. 

Strong computer aptitude, including expertise with Microsoft Excel, Quickbooks Desktop / Quickbooks Online, and Tax software (if applicable)

Understanding of basic accounting concepts, including debits, credits, bank reconciliations, chart of accounts and general ledger accounts

Analytical skills with particular attention to detail

Strong advocate of continuous improvement; Takes ownership of assignments, seeks to make improvements where possible in client services and best practices

Self-starter who maintains a positive attitude and loves a fast-paced environment

Ability to work independently and manage multiple projects and deadlines

Exceptional organizational skills

Takes and follows directions well

Shows respect for work and contributions of others

Strong organization, oral and written communication skills

This position is an non-exempt position. The annualized base pay range for this role is expected to be between $65,000-$90,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-JS1

FFO is part of the Focus Financial Partners’ network firm community. As part of the partnership, FFO remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment. About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit  www.focusfinancialpartners.com  or follow the company on  LinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com .

The following language is for US based roles only

For California Applicants:  Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.