Family Office Associate

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 so, we believe you would be an outstanding fit on our wealth management team.

• Provide bookkeeping services for multiple clients including payroll, bill‑paying, coordination with vendors, general ledger postings, bank reconciliations, 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 assistance 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 continuously improving efficiency and minimizing errors.
• Perform administrative functions and operational duties.
• Support other team members as needed.

• 3+ years of accounting or bookkeeping experience.
• Bachelor’s degree preferred but not required.
• Prior experience with a business‑management firm, family office, or CPA firm is a MUST.
• Excellence in a team‑based, client‑centric culture.
• Able to work independently on project‑type assignments.
• Knowledge of Quick Books required.
• Strong MS Office skills.
• Willingness to work until work is done.
• Excellent oral and written skills.

$65,000-$85,000

• 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.