Client Accounting Associate

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 & 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.

Compensation Range:

$50,000 - $70,000

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 . Applicants must be authorized to work for any employer in the U.S.

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