About the role
Position Summary
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.
Primary 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
Skills and Competencies
Regular interaction with third party advisors and vendors
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
Physical Requirements: Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Compensation Range
$50,000-$60,000
Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to
careers@ceritypartners.com.
Applicants must be authorized to work for any employer in the U.S.