Arbor Management LLC, Assistant Controller(Family Office)
The Assistant Controller will assist the controller in the direction of the accounting/financing functions of the organization. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives.
The Assistant Controller will have the following duties and responsibilities, including but not limited to:
Education: Bachelor’s degree, preferably in Accounting, Business, Finance or a related discipline.
Experience: 6-8 years’ work experience in a wealth management/finance related role. Public Accounting or Tax Experience a plus. Exposure to wealth management, investment experience or tax required.