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Senior Accounting Associate
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- Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations.
- Ownership of bill pay process, including, but not limited to vendor management, verification, and initial review of bill pay prepared by the Accounting Associate as well as identifying problems and providing resolutions in addition to delivering family expense reports
- Treasury management: review all activity for all accounts including but not limited to banking, credit cards, custody / brokerage accounts, alternative payment methods, and retirement accounts
- Review of real property, collectibles, and other asset accounts and classes
- Assist with estate planning projects and tasks as needed
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