Family Office Associate

Cerity Partners Management LLC; United States; Presencial; USD 90 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Resumo da oferta

Cerity Partners is seeking a detail-oriented accounting professional to join our wealth management team in the United States. You will handle bookkeeping, payroll, vendor coordination, and general ledger duties across multiple clients, while also assisting with reports and ad hoc projects.

The role requires 3+ years of accounting or bookkeeping experience, strong MS Office and QuickBooks skills, and the ability to work independently within a team-oriented culture.

Qualificações

• 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.

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 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

Conhecimentos

Accounting experience

Bookkeeping

MS Office

Independent work

Formação académica

Bachelor's degree preferred

Ferramentas

QuickBooks

Excel

Descrição da oferta de emprego

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.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well‑being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high‑net‑worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in‑house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short‑term gains, we seek long‑term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.