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:
$65,000-$85,000
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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
Top Skills
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
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