Family Office Associate

Cerity Partners•New York City, NY

15h•$65,000 - $85,000

About The Position

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

Requirements

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

Responsibilities

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