Frederick Fox

Brown Advisory

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Private Client Accounting AdministratorPosition OverviewOur client is seeking a detail-oriented and dependable Private Client Accounting professional to provide essential administrative and accounting support to a private client services team. This role is designed to create greater capacity for the broader team by taking ownership of recurring administrative, documentation, and accounting responsibilities.The ideal candidate is highly organized, consistent, discreet, and comfortable working with confidential financial information. This is a hands-on, administrative-heavy position that requires strong attention to detail, reliable follow-through, and a willingness to take ownership of routine but important tasks.This position is fully onsite and is well suited for candidates with backgrounds in bookkeeping, accounts payable, entry-level accounting, or other detail-intensive administrative roles. Recent college graduates with limited or no professional experience are also encouraged to apply.Key Responsibilities<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Mail and PO Box Management: Monitor the client's PO Box and incoming mail, organize correspondence, and distribute documents to the appropriate team members.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Document Management: Scan, file, organize, and maintain financial and client documentation in accordance with established procedures.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Bank Reconciliations: Complete approximately 180 bank reconciliations per month with a high degree of accuracy and consistency.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Statement Retrieval: Retrieve bank, investment, and other financial statements as needed and ensure documentation is properly organized and accessible.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Tax Organization Monitoring: Monitor the status of tax-related documents and organizational activities, identify outstanding items, and provide regular status updates to the team.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Administrative Support: Take ownership of recurring administrative and accounting tasks to reduce the team's workload and create greater capacity for higher-level client responsibilities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Confidentiality: Handle sensitive financial and personal information with professionalism, discretion, and strict confidentiality.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Process Consistency: Follow established procedures and maintain accurate records while ensuring recurring responsibilities are completed on schedule.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Team Support: Communicate proactively with team members regarding outstanding items, discrepancies, deadlines, and other matters requiring attention.</li>
</ul>Environment &amp; Work ScheduleThis is a fully onsite position with a standard schedule of 8:30 AM to 4:30 PM, with some flexibility around start and end times. Occasional overtime may be required based on business needs, but regular overtime is not expected.The role is part of a collaborative private client services environment where reliability, trust, professionalism, and cultural fit are highly valued. The successful candidate will become an important operational resource for the team by ensuring essential administrative and accounting responsibilities are handled accurately and consistently.Essential Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong attention to detail and commitment to accuracy.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Highly organized with the ability to manage recurring tasks and documentation.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Reliable, consistent, and able to follow through on assigned responsibilities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Comfortable handling confidential financial and personal information.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Willingness to perform administrative-heavy and routine accounting work.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong organizational and time-management skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to follow established processes and maintain consistent documentation.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong written and verbal communication skills.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to work effectively in a fully onsite environment.</li>
</ul>Preferred BackgroundCandidates may come from a variety of backgrounds, including:<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Bookkeeping</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Accounts payable</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Entry-level or lower-level accounting</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Accounting administration</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Financial or document administration</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Other highly structured, detail-oriented administrative roles</li>
</ul>

Private Client Accounting Administrator

Position Overview

Our client is seeking a detail-oriented and dependable Private
Client Accounting professional to provide essential
administrative and accounting support to a private client
services team. This role is designed to create greater capacity
for the broader team by taking ownership of recurring
administrative, documentation, and accounting responsibilities.

The ideal candidate is highly organized, consistent, discreet,
and comfortable working with confidential financial information.
This is a hands-on, administrative-heavy position that requires
strong attention to detail, reliable follow-through, and a
willingness to take ownership of routine but important tasks.

This position is fully onsite and is well suited for candidates
with backgrounds in bookkeeping, accounts payable, entry-level
accounting, or other detail-intensive administrative roles.
Recent college graduates with limited or no professional
experience are also encouraged to apply.

Key Responsibilities

* Mail and PO Box Management: Monitor the client's PO Box and
incoming mail, organize correspondence, and distribute documents
to the appropriate team members.
* Document Management: Scan, file, organize, and maintain
financial and client documentation in accordance with established
procedures.
* Bank Reconciliations: Complete approximately 180 bank
reconciliations per month with a high degree of accuracy and
consistency.
* Statement Retrieval: Retrieve bank, investment, and other
financial statements as needed and ensure documentation is
properly organized and accessible.
* Tax Organization Monitoring: Monitor the status of tax-related
documents and organizational activities, identify outstanding
items, and provide regular status updates to the team.
* Administrative Support: Take ownership of recurring
administrative and accounting tasks to reduce the team's workload
and create greater capacity for higher-level client
responsibilities.
* Confidentiality: Handle sensitive financial and personal
information with professionalism, discretion, and strict
confidentiality.
* Process Consistency: Follow established procedures and maintain
accurate records while ensuring recurring responsibilities are
completed on schedule.
* Team Support: Communicate proactively with team members
regarding outstanding items, discrepancies, deadlines, and other
matters requiring attention.
Environment & Work Schedule

This is a fully onsite position with a standard schedule of 8:30
AM to 4:30 PM, with some flexibility around start and end times.
Occasional overtime may be required based on business needs, but
regular overtime is not expected.

The role is part of a collaborative private client services
environment where reliability, trust, professionalism, and
cultural fit are highly valued. The successful candidate will
become an important operational resource for the team by ensuring
essential administrative and accounting responsibilities are
handled accurately and consistently.

Essential Qualifications

* Strong attention to detail and commitment to accuracy.
* Highly organized with the ability to manage recurring tasks and
documentation.
* Reliable, consistent, and able to follow through on assigned
responsibilities.
* Comfortable handling confidential financial and personal
information.
* Willingness to perform administrative-heavy and routine
accounting work.
* Strong organizational and time-management skills.
* Ability to follow established processes and maintain consistent
documentation.
* Strong written and verbal communication skills.
* Ability to work effectively in a fully onsite environment.
Preferred Background

Candidates may come from a variety of backgrounds, including:

* Bookkeeping
* Accounts payable
* Entry-level or lower-level accounting
* Accounting administration
* Financial or document administration
* Other highly structured, detail-oriented administrative roles

Contract - Private Client Accounting, Team Admin

Apply for this Position

Job Description