Client Accounting Associate

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. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.