Family Office Associate

Cerity Partners•New York, NY

1d•$90,000 - $110,000•Onsite

About The Position

The Family Office Associate provides accounting, bookkeeping, business management, financial administration, and concierge services for multiple clients from the New York office. The role includes direct client contact, preparation of client-specific financial reports, support for forensic accounting matters, administrative and operational work, and collaboration with other team members. The associate also creates and maintains written procedures and client-specific manuals, with an ongoing focus on improving efficiency and minimizing errors.

Requirements

At least 3 years of accounting or bookkeeping experience.
Prior experience with a business management firm, family office, or CPA firm is required.
Knowledge of QuickBooks.
Strong Microsoft Office skills.
Ability to excel in a team-based, client-centric culture.
Ability to work independently on project-type assignments.
Willingness to work until the work is done.
Excellent oral and written communication skills.

Nice To Haves

Bachelor's degree preferred, but not required.

Responsibilities

Provide bookkeeping services for multiple clients, including payroll, bill paying, vendor coordination, general ledger postings, bank reconciliations, and write-ups.
Assist with mortgage applications, insurance placement, and ad hoc projects.
Provide business management, financial administration, and financial concierge services to multiple clients, including direct client contact and assistance with client needs.
Prepare client-specific reports, including financial statements and spending reports.
Assist with forensic accounting for matrimonial actions and prepare presentations of findings for counsel and the court.
Create and maintain written procedures, including client-specific how-to manuals, while seeking to improve efficiency and minimize errors.
Perform administrative functions and operational duties.
Support other team members.