Caas Senior - Family Office (professional Services Industry)

CLA

Century City, CA, United States
$80,000 - $120,000 py
On-site
Client communication and liaison
Daily client activity monitoring
Bank balance monitoring and funding facilitation
CLA is seeking a Senior professional for its Family Office group in Century City, CA. The role involves client communication, financial oversight, and team management, catering to high-net-worth individuals and family offices

Job Summary

  • CLA is a top 10 national professional services firm focused on creating opportunities for clients, people, and communities.
  • Responsibilities include communicating with clients, monitoring daily activity, reviewing reconciliations, preparing cash-flow reports, and performing close activities.
  • The company offers flexible PTO, paid parental leave, wellness stipends, mental health coverage, and fertility benefits.

Matching Summary

Match Score: 85

CLA is seeking a Senior professional for its Family Office group in Century City, CA. The role involves client communication, financial oversight, and team management, catering to high-net-worth individuals and family offices.

Salary

$80,000 - $120,000

Skills & Requirements

Must-have

  • Client communication and liaison
  • Daily client activity monitoring
  • Bank balance monitoring and funding facilitation
  • Reviewing bank reconciliations
  • Preparing monthly cash-flow reports
  • Performing close activities

Nice-to-have

  • Identifying and implementing efficiencies
  • Mentoring junior staff

Key Requirements

  • 2 years of accounting/financial experience
  • Bachelor's degree or equivalent experience
  • Must be authorized to work in the US

Work Rights

Not specified

Tailored Resume

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