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CCPW Family Office Senior Administrator

Wealth and Asset Management, Finance and Accounting, Lending

Tarrytown, New York

Req. Number: 223858

Full/Part Time: F

Shift: 1st Shift


Essential Duties/Responsibilities:

  • Directly interact with client and manage client relationships
  • Standard bill pay and account reconciliation, managed primarily through QuickBooks, including categorization of credit card charges
  • Ad hoc concierge services, including
    • Overall family budgeting and project specific budgeting
    • Preparation of customized P&L reports
    • Disputes with credit card companies or other vendors
    • Coordination of projects with 3rd party vendors
    • Review of various insurance quotes and policies
    • Gift or capital call funding
    • Assistance with large purchases or sales
    • Various medical related applications
  • Work daily with department assistants, who provide day to day support on all clients
  • Work directly with colleagues in other practice areas, e.g., tax, investments
  • Assistance with special projects
  • Review client billing and prepare client invoices
  • Liaise with personal or executive assistants
  • Work with 3rd party payroll services for household or other employee payroll matters
  • Assist in the interview process for new hires, when applicable


Must possess experience servicing affluent and sophisticated client base.

Strong math and computer skills to include, but not limited to QuickBooks, Excel, Outlook and online banking and payment system with numerous vendors. 


A Bachelor’s degree is required. 

Minimum of 5 years of prior accounts payable/bookkeeping experience.

Must possess and display excellent organizational and communication skills.


We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

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Awards We've Received


Human Rights Campaign Best Places to Work for LGBTQ Equality


Dave Thomas Foundation Best Adoption-friendly Workplace


Noteworthy Company for Diversity


Military Friendly Employer