Role details

Accounting Graduate - Wealth Management

Boston   •   USD40,000 - USD50,000   •  Permanent

Bullet points

  • Bachelors in accounting required
  • Based in Downtown Boston

About Our Client

My client is a boutique financial services firm based in Boston. The firm manages the finances for a multi-family office and all operations associated. They are a well-established, highly reputable and high caliber financial services organization and boast an extremely competent and smooth running finance team of around ten people.

Job Description

Working in a team of ten and reporting into the Accounting Manager, you and one other Accounting Grad's main responsibilities will include the following:

  • Processing bills and reconciling bank statements.
  • Maintaining client records on a continual basis including preparation and documentation of financial statements (Balance Sheet, Statement of Cash Flows, Income Statements and other specialized financial reports).
  • Analyzing client financial statements including review of monthly activities and special transactions.
  • Analyzing and evaluating performance of our client's public investment portfolios.
  • Assisting with a variety of transactions for our clients.
  • Ad hoc requests and reports as and when necessary.



Apply today for immediate consideration.

The Successful Applicant

In return for a generous remuneration package, the successful candidate will possess the following.

  • Degree in Accounting/ Concentration in Accounting
  • 2015 College Grads are encouraged to apply
  • Knowledge in Microsoft Excel, Word and Outlook
  • Good communication and organization skills
  • Authorized to work in United States of America.

What's on Offer

  • $40,000 to $45,000 basic salary plus healthcare and benefits.
  • Excellent hands on accounting experience.
  • Coaching and mentoring by experience accounting professionals.
  • Excellent opportunity to experience the inner working of a well run, finance team.

Apply for this job

Click the Apply or LinkedIn button below or contact Tom Smith quoting job reference 1219970
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