Bachelor's degree in Finance, Accounting, Business, Law, Economics, or a related field.
1–3 years of experience in family office, wealth management, trust, corporate services, banking, audit, tax, or a related professional services environment.
Basic understanding of trust structures, estate planning, wealth preservation, and corporate structures is an advantage.
...
Assist with day-to-day bookkeeping activities, including data entry, bank reconciliations, and recording invoices to maintain accurate financial records.
Prepare basic financial schedules and provide support for month-end closing activities.
Assist with accounts payable, accounts receivable, and other accounting-related tasks as assigned.
...