Client Accounting Associate

Cerity Partners•Cleveland, OH

5h•$50,000 - $70,000

About The Position

The Client Accounting Associate will support the Wealth Management business segment and the Partners and Principals responsible for providing comprehensive wealth planning, investment advisory and tax planning for individuals, families, trusts, endowments and philanthropies. We offer lifestyle management services tailored to support clients’ needs which can include bill pay, wires, estate management and other custom services. These responsibilities must be conducted in accordance with industry best practices and applicable laws and regulations.

Requirements

Strong verbal and written communication skills, professional presentation, and organizational skills
Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision
Strong work ethic, interpersonal collaboration and team skills, a must
Comfort with accounting/bookkeeping software important
Minimum of 3 years related work experience
Prolonged periods sitting at a desk and working on a computer

Responsibilities

Perform administrative and operational duties, such as opening client bank accounts, transferring funds, invoicing, updating client and account information, bill pay, receipt organization and filing, bank account review and reconciliation
Act as administrator for accounting/bill pay software including account set up, vendor files, and statements
Maintain and improve accounts payable filing systems
Client specific reporting needs, which could include: tax documents, quarterly invoices, prize money records, compensation reports, payroll and others
Develop written procedures on all aspects of this position, while always working to improve efficiency and minimize errors
Document management for all bill-pay and wealth planning clients in accordance with IRS requirements
Support other associates and provide telephone support
Regular interaction with third party advisors and vendors