Family Office Associate

Cerity Partners; New York (NY); Presencial; USD 90.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Parental Leave

Advanced education support

Community volunteering time

Commuter benefits

Descripción de la vacante

Cerit y Partners in New York, NY is seeking a meticulous bookkeeping professional to support wealth management clients. You will handle payroll, bill paying, bank reconciliations, GL postings, and vendor coordination while maintaining high accuracy.

The role emphasizes written procedures, efficiency, and collaboration with the team. The position requires 3+ years of accounting experience, knowledge of QuickBooks, and strong MS Office skills.

Formación

• 3+ years of accounting or bookkeeping experience required.
• Bachelor's degree preferred but not required.
• Experience at a business management firm, family office or CPA firm is a MUST.
• Ability to work in a team-based, client-centric culture.
• Ability to work independently on project-type assignments.
• Knowledge of QuickBooks is required.
• Strong MS Office skills.
• Willingness to work until the job is done.
• Excellent oral and written communication skills.

Responsabilidades

• 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 including direct client contact and assisting with their needs.
• Prepare client-specific reports including financial statements and spending reports.
• Assist with forensic accounting for matrimonial actions and create findings presentations for counsel and the court.
• Create and maintain written procedures for all aspects of this position, including manuals for each client to improve efficiency and minimize errors.
• Perform administrative functions and operational duties.
• Support other team members.

Conocimientos

Accounting

Attention to detail

Communication

Teamwork

Independent work

Educación

Bachelor's degree preferred

Herramientas

QuickBooks

MS Office

Descripción del empleo

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:

• 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 [e-mail]. Applicants must be authorized to work for any employer in the U.S.