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Open nowPosted 3 days ago

Family Office Associate

Cerity Partners86 open roles

Pay
$90,000 – $110,000 a year
Where
New York City, NY
Work mode
Hybrid
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Your applicationOpen nowFamily Office AssociateCerity Partners · New York City, NY

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The clock on this job

Early applications get read.

12.9% of postings close within 7 days. Measured by our own scanner across the market. Cerity Partners postings stay open a median of 43 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 12.9%7 days
  4. 21.0%14 days
  5. 35.6%30 days
  6. 58.5%60 days
This job: posted 3 days ago

Cerity Partners median: 43 days open

The posting

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:

$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 [email protected]. Applicants must be authorized to work for any employer in the U.S.

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