ASSOCIATE, ACCOUNTANT

Cresset Capital•Kalamazoo, MI

1d•$50,000 - $60,000•Onsite

About The Position

The Connable Office, Inc., a Cresset company, is a 125-year-old multi-family office which provides asset management, fiduciary, and personal advisory services to clients. Located in downtown Kalamazoo, Michigan, the firm assists in the management of the financial affairs of a limited number of client families located throughout the United States and internationally. Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. Cresset offers deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $200 billion in assets under advisement. The firm is widely recognized for its excellence and is frequently ranked as a Barron’s and Forbes top RIA firm. The Connable Office, Inc. is currently seeking an individual to serve as a key member of our trust accounting team who will deliver a superior work product and support the client service teams. The ideal candidate is a self-motivated, proactive, and conscientious team player who thrives in a dynamic environment, juggling multiple projects with exceptional organization and attention to detail.

Requirements

Bachelor’s degree in Business, Finance, Accounting or a related field or equivalent industry experience
3-5+ years of practical, relevant trust and/or business experience
Exceptional attention to detail, organization, and follow-through ensuring high accuracy and consistency
Ability to prioritize multiple tasks in a deadline-driven environment with a strong sense of urgency, responsiveness, and flexibility to adapt to changing priorities
Strong desire to learn, take initiative, and solve problems creatively and tenaciously
Self-starter with autonomous decision-making ability and capability to work independently with minimal supervision
Excellent written and verbal communication skills
Passion for delivering exceptional client service with strong interpersonal skills to anticipate needs and effectively manage high client expectations, as well as the expectations of multiple internal/external constituents
Ability to handle confidential information discreetly and demonstrate the highest level of client service, ethics, and integrity
Team player willing to contribute in a variety of ways to the client service team and broader Cresset team
Proficient in a Windows-based environment (including Microsoft Office Suite) and quick to learn new technology systems

Responsibilities

Process fund requests, money market transactions, accounts payable, and accounts receivable for client families.
Post interest and dividends for investments held by client families.
Work in a collaborative team environment to serve the financial and accounting needs of client families.
Coordinate information for internal and external audits and compliance examinations.
Reconcile bank accounts, various accounting projects, and other duties as assigned.
Maintain individual processes and procedures for assigned responsibilities to ensure consistency and cohesiveness of work product
Beyond the core responsibilities, the Associate will support key initiatives and other projects

Benefits

Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.
Aligning employee and organizational interests, all employees receive equity in Cresset.

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