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Family Office Account Administrator

Store Support (Corporate Office) | Mattoon, IL Corporate Office | Full Time

Job Description


Job Title:                            Family Office Account Administrator

Job Location:                     Store Support Center, Mattoon, IL

FLSA Status:                       Salaried Exempt


                                                                                                                                    

JOB SUMMARY

The Family Office Account Administrator is responsible for managing financial data, asset condition, preparing and finalizing financial reporting for various entities, and providing oversight of asset performance.

 

JOB DUTIES AND ESSENTIAL FUNCTIONS

  • Responsible for monthly account analysis and preparation of financial statements and reports
  • Administer Estate Planning duties
  • Oversee agricultural assets
  • Communicate with tax professionals and prepare tax estimates
  • Prepare and establish corporate registration and filings
  • Responsible for Real Estate Tax payment & appeal
  • Prepare data and process for auditing
  • Oversee agricultural assets
  • Assist in the preparation of monthly financial statement for various entities
  • Provide support to the family accounts related to farmland and real estate management
  • May be required to cross train and perform other duties

 QUALIFICATIONS

  • At least 4 years of finance or wealth administration experience OR equivalent combination of experience and education
  • Ability to participate in our online applicant and new hire onboarding process remotely
  • Ability to complete computer-based training

 SUPERVISORY RESPONSIBILITIES

  • None

 PHYSICAL REQUIREMENTS

  • Good visual acuity
  • Close vision for computer work
  • Repetitive wrist movements on keyboard
  • Ability to sit/stand/walk for long periods of time
  • Ability to walk up and down stairs multiple times per day

 Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.