We are looking for an experienced Administrative Assistant/Bookkeeper to perform a variety of tasks for a Family Office. Responsibilities include basic accounting and document management as well as activities relating to insurance, banking, oil & gas, and ad valorem taxes. To be successful in this role, you should be detail oriented, well organized, and willing to learn and implement new procedures and processes. You should be able to work independently to complete required tasks in a timely and efficient manner, while also being a team player who can work well in coordination with other staff members. Discretion and confidentiality will be required due to the high-net-worth nature of the family.
Responsibilities:
- Act as a point of contact among family members, management, employees, vendors, attorneys, and accountants
- Screen and direct phone calls and distribute mail/correspondence physically and/or electronically
- Organize and maintain office filing systems (paper and digital)
- Order and organize office and kitchen supplies
- Deposit and record physical checks and ACH payments received
- Create action items in company portal as necessary
- Download and organize bank statements in company portal
- Reconcile bank accounts monthly
- Distribute and process division orders for oil & gas interests
- Upload and organize insurance policies andendorsements
- Enter some payables and train as back-up for Accounts Payable
Skills:
- Strong working knowledge of Microsoft Office 365
- Knowledge of SEI Archway accounting software, or willingness to learn
- Outstanding organizational and time management skills
- Excellent verbal and written communication skills
- Familiarity with office equipment
- Relevant college course work or degree preferred
- Prior experience in a similar role is a plus
Job Type: Full-time, in-person
Pay: $60,000+ per year DOE
Benefits:
- 401(k) with 3% employer match (after 12 months)
- Company paid insurance (after 90 days) – health, dental, life, vision
- Paid time off
- Free garage parking
Schedule:
- 37.5-hour work week
- Monday – Friday 8:00am to 4:30pm (w/ flexible 1-hour lunch break)
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Education:
Experience:
- Microsoft Excel: 1 year (Preferred)
- Insurance: 1 year (Preferred)
- Oil & gas: 1 year (Preferred)
- Ad valorem taxes: 1 year (Preferred)
- Accounting: 1 year (Preferred)
Ability to Commute:
- Houston, TX 77056 (Required)
Ability to Relocate:
- Houston, TX 77056: Relocate before starting work (Required)
Work Location: In person