Business Management Associate

Business Management Associate

Financial Services & Entertainment Business Management Firm

About Us
We are a boutique financial services firm specializing in business management for music and entertainment professionals, small businesses, and high–net-worth families. Our team provides third-party CFO services, financial concierge support, and full-service account management for a dynamic client roster. We are seeking a detail-oriented, organized, and growth-minded Business Management Associate to join our team.

Position Overview
The Business Management Associate will begin with a strong emphasis on administrative support and the foundation of account management workflows. This role is ideal for someone who excels in organization, accuracy, and follow-through—and who is eager to learn the business management profession from the ground up.

As mastery of administrative responsibilities is demonstrated, the role will expand into client account management, offering a growth opportunity within the organization.

Key Responsibilities

Administrative & Operational Support

• Monitor and manage company email accounts.
• Retrieve and process both physical and electronic mail.
• Electronically save, categorize, and file important documents, notices, contracts, and receipts.
• Download and save client touring itineraries and contracts to maintain updated business management spreadsheets, calendars, and schedules.

Client Expense & Financial Record Management

• Perform client bookkeeping using QuickBooks (training provided).
• Handle accounts payable for both business and personal expenses.
• Request client approvals for payments when required.
• Download banking and credit card transactions into QuickBooks.
• Reconcile client accounts and follow up on discrepancies.
• Prepare weekly account balance summaries and process transfers as directed.
• Maintain client expense logs for quarterly bill-backs.

Qualifications

• Bachelor’s degree or equivalent required.
• Coursework or experience in accounting, finance, or music business is a plus but not required.
• Prior internship or work experience in administrative, financial, or entertainment environments welcomed but not mandatory.

Skills & Attributes

• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple tasks while maintaining a schedule of daily, weekly, monthly and less frequent tasks.
• Professional communication skills, both written and verbal.
• Discretion and reliability when working with confidential information.
• Eagerness to learn, take initiative, and grow toward account management.
• Proficiency with Microsoft Office and aptitude for learning new software (QuickBooks training provided).

Growth Path

This role is designed to evolve. After demonstrating proficiency in core administrative and operational duties, the Business Management Associate will take on more advanced responsibilities related to day-to-day client account management and long-term financial support.