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Accounting & Finance

Family CFO Billing & Accounting Specialist

Job in Maumee, Lucas County, Ohio, 43537, USA
Listing for: TFO Partners
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Accounting & Finance
  • Accounting
    Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm is seeking a Family CFO Services Specialist to support high-net-worth clients. This key role focuses on executing bill pay transactions and providing accounting support, ensuring accurate and timely client financial records. Candidates should hold a degree in Accounting or related fields and possess a detail-oriented approach in a fast-paced environment. The preferred candidate will have over 5 years of experience in family office or wealth management, alongside strong communication skills and the ability to manage competing priorities.
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