Family Office Associate

Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.

Primary Responsibilities:

As an Accounting Associate in our New York office, your responsibilities would include the following activities:

Provide bookkeeping services for multiple clients including payroll, bill paying, coordinating with vendors, as well as general ledger postings, bank reconciliations and write-ups, mortgage applications, insurance placement and various ad hoc projects

Provide business management, financial administration and financial concierge services for multiple clients which includes direct contact with clients and assisting them with their various needs

Prepare client specific reports including financial statements and spending reports

Assist with the forensic accounting for matrimonial actions and create presentations of findings for counsel and the court

Create and maintain written procedures on all aspects of this position, including “what and how to” manuals for each client, while always working to improve efficiency and minimize errors

Perform administrative functions and operational duties

Support of other team members

Required Qualifications:

3+ years of accounting or bookkeeping experience required

Bachelor's degree preferred but not required

Prior experience with a business management firm, family office or CPA firm is a MUST

Excels in a team-based, client-centric culture

Able to work independently on project type assignments

Knowledge of Quickbooks required

Strong MS Office skills

Willingness to work until work is done

Excellent oral and written skills

Compensation Range:

$90,000 - $110,000

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

Health, dental, and vision insurance – day 1!

401(k) savings and investment plan options with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for advanced education and professional designations

Opportunity to give back time to local communities

Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.