Family Office Accounting Apprentice

The apprentice position at Meridian will give you the opportunity to manage and track finances of high-net-worth individuals in a multi-family office environment. You will learn about the full month of accounting & cash management for each client. A typical month of accounting includes

1.       Payables processing (in Bill.com daily)

2.      Basic accounting services & updates (within QuickBooks weekly)

3.      Month end reconciliations for all bank, credit card, & brokerage accounts

4.      Month end review of financials and net worth

5.      Monthly preparation of cash review and projection spreadsheets

The goal of this opportunity will be to learn about the very basics of a family office and grow with more responsibilities as your career and skills develop. You will learn a lot about estate planning, trusts, day to day accounting, and a variety of other topics that can come up when dealing with large estates. Ideally, we would like someone who will have availability to continue throughout the school year after the 10 - 12 week summer internship period is over.