Family Office Associate

Accounting AssociateAre 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 projectsProvide business management, financial administration and financial concierge services for multiple clients which includes direct contact with clients and assisting them with their various needsPrepare client specific reports including financial statements and spending reportsAssist with the forensic accounting for matrimonial actions and create presentations of findings for counsel and the courtCreate 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 errorsPerform administrative functions and operational dutiesSupport of other team membersRequired Qualifications:3+ years of accounting or bookkeeping experience requiredBachelor's degree preferred but not requiredPrior experience with a business management firm, family office or CPA firm is a MUSTExcels in a team-based, client-centric cultureAble to work independently on project type assignmentsKnowledge of Quickbooks requiredStrong MS Office skillsWillingness to work until work is doneExcellent oral and written skillsCompensation Range: $90,000 - $110,000Why 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% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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 View email address on click.appcast.io. Applicants must be authorized to work for any employer in the U.S.