New

Financial Assistant

New York, New York, United States

Overview: 

We are seeking a detail-oriented, trustworthy, and proactive Financial Assistant to the CEO, manage day-to-day financial operations and provide comprehensive support for personal financial matters. This hybrid role requires strong organizational skills and a high level of discretion when handling sensitive information. The ideal candidate will not only oversee routine bookkeeping tasks but also assist with managing personal accounts, organizing financial documents, coordinating with service providers, and helping ensure the smooth operation of financial aspects of daily life.

This role is hybrid and requires minimum of 3 days in office.

What You’ll Do: 

Bookkeeping Duties:

  • Record and categorize financial transactions
  • Review bank and credit card accounts
  • Process payments, invoices, and expense reimbursements
  • Manage accounts payable and receivable
  • Generate monthly, quarterly, and annual financial reports
  • Assist with tax preparation and coordinate with accountants as needed

Personal Financial Assistance:

  • Liaise with banks, accountants and internal financial team to conduct transactions as requested
  • Track recurring expenses (utilities, subscriptions, insurance, etc.)
  • Maintain records of financial documents, including receipts and statements
  • Handle bill payments and ensure timely settlement of obligations
  • Help manage financial deadlines (taxes, renewals, policy reviews, etc.)
  • Resolve urgent financial matters timely and as needed (may include evenings and weekends)

What You Have: 

  • Minimum of 3 years of relevant experience as a bookkeeper, accounting assistant, or financial administrator
  • Proficiency with software (e.g., Excel, Microsoft Office)
  • Strong understanding of basic accounting principles and financial reporting
  • High level of integrity and confidentiality
  • Excellent organizational skills and attention to detail
  • Ability to work independently and prioritize multiple tasks
  • Bachelor’s Degree in Accounting, Finance, or related field

Preferred Attributes:

  • Previous experience supporting high-net-worth individuals or family offices
  • Strong written and verbal communication skills
  • Flexibility in work schedule if urgent financial tasks arise

What We Offer: 

The annual base salary range for this position is $59,200 to $78,000. Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance.

You will also be eligible for the following benefits:

  • 15 PTO days, 10 legal holidays, and sick days
  • Comprehensive medical, dental, and vision plans
  • Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans
  • Commuter benefits and a corporate gym rate
  • Development opportunities through the LinkedIn Learning platform
  • Free snacks and beverages in the office
  • Friday happy hour and “Summer Fridays”
  • Year-round corporate athletic league
  • Casual work environment, team building, and other social events

About Guidepoint: 

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. 

Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. 

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. 

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Base salary may vary depending on job-related knowledge, skills, and experience, as well as geographic location. Additionally, this position is eligible for an annual discretionary bonus based on performance.

Compensation

$59,200 - $78,000 USD

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