Elite UHNW Client Services & Wealth Ops Lead

Cerity Partners; City of Albany (NY); Híbrido; USD 65.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) match 4%

Flexible PTO

Parental Leave

Education assistance

Descripción de la vacante

Cerit y Partners is seeking a Client Service Associate to deliver high-touch personal accounting and executive administrative support to ultra-high net worth clients in the US. You will blend bookkeeping, bill-pay, and investment operations with client service and meeting coordination.

The role requires strong organizational skills, discretion, and the ability to manage multiple priorities across several clients. Proficiency in QuickBooks, Salesforce, Excel, Word, and Outlook is preferred.

Formación

• 5+ years of bookkeeping or personal accounting experience.
• Experience as executive/personal assistant for a principal or UHNW individual.
• Discretion and sound judgment handling sensitive information.
• Strong knowledge of QuickBooks, Excel, Word, Outlook and Salesforce preferred.
• Liaising with insurance brokers and brokers.
• Excellent communication, written and verbal.

Responsabilidades

• Manage daily accounts payable and vendor invoicing in QuickBooks.
• Coordinate payroll reports and 1099 preparation and filing.
• Provide executive and administrative support to ultra-high net worth clients.
• Support investment and custodial processes with Fidelity and reporting.
• Prepare client meeting materials and CRM data quality.
• Liaise with advisors, family staff, and other stakeholders.

Conocimientos

Bookkeeping

QuickBooks

Excel

Salesforce

Communication

Time management

Organization

Herramientas

Salesforce

QuickBooks

Descripción del empleo

Cerit y Partners is seeking a Client Service Associate to deliver high-touch personal accounting and executive administrative support to ultra-high net worth clients in the US. You will blend bookkeeping, bill-pay, and investment operations with client service and meeting coordination.

The role requires strong organizational skills, discretion, and the ability to manage multiple priorities across several clients. Proficiency in QuickBooks, Salesforce, Excel, Word, and Outlook is preferred.