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Cerity Partners · 2 months ago

Family Office Associate

New York City, NY

Full-time

Hybrid

Mid Level

$65K/yr - $85K/yr

3+ years exp

Cerity Partners is a wealth management firm committed to delivering exceptional service to clients. They are seeking a Family Office Associate to provide bookkeeping and business management services for multiple clients, along with administrative and operational support.

BankingFinanceFinancial Services

No H1B

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