Hiring: Associate Family Office Company: Mariner Location: Tulsa, OK Job Posted Time: 2026-09-15 14:27:37 Target Skills & Keywords : Financial Planning, Microsoft Excel, Microsoft Office, Wealth Management About the job Required Skills: •Process accounts payable activities, including reviewing invoices, issuing payments, maintaining vendor records, and reconciling bank accounts. •Prepare monthly financial statements and maintain accurate records of financial transactions and account activity. •Support accounts receivable functions, including invoicing, collections, credit card allocations, and intercompany transactions. •Assist with monthly, quarterly, and annual personal financial statements and provide client advisors with financial reports and supporting documentation. •Coordinate with accountants to gather, organize, and provide the information needed for tax planning and tax return preparation. •Assist with cash flow forecasting, budgeting, and liquidity reporting to support client financial planning and decision-making. •Maintain organized client records, entity documentation, and reporting calendars to promote accurate and timely information delivery. •Support trust administration, entity management, and family office projects and initiatives. Qualifications: •Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. •One to three years of experience in accounting, finance, bookkeeping, family office services, wealth management, or a related professional services environment. •Proficiency with Microsoft Office, including intermediate Microsoft Excel skills. •Basic understanding of financial statements, accounting principles, and financial recordkeeping. Compensation: •$60,000 - $75,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!