Family Office Associate
$90K - $110K/yr
Perform administrative functions and operational duties * Support of other team members Required ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Ceritypartners
22 Ceritypartners Operations Jobs Hiring Near You
Family Office Associate
$90K - $110K/yr
Perform administrative functions and operational duties * Support of other team members Required ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client and team meetings, operations support, and special projects, as needed. * Other duties as ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client and team meetings, operations support, and special projects, as needed. * Other duties as ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client Service Associate
$60K - $75K/yr
Serve as backup administrative support as needed, assisting with office operations and ensuring a ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client Service Associate
$60K - $75K/yr
Serve as backup administrative support as needed, assisting with office operations and ensuring a ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client and team meetings, operations support, and special projects, as needed. * Other duties as ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client and team meetings, operations support, and special projects, as needed. * Other duties as ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Portfolio Reporting Team Lead
New York, NY · Remote
$130K - $140K/yr
Maintain a working understanding of the metrics, calculations, key user workflows, and operational ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Portfolio Reporting Team Lead
New York, NY · Remote
$130K - $140K/yr
Maintain a working understanding of the metrics, calculations, key user workflows, and operational ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Data Engineer
$140K - $180K/yr
Data is what empowers our advisors, operations, and management to provide exceptional service to ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Data Engineer
$140K - $180K/yr
Data is what empowers our advisors, operations, and management to provide exceptional service to ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Marketing Operations Manager
Chicago, IL · On-site
The Marketing Operations Manager serves as the operational PMO for the marketing team - running the ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Marketing Operations Manager
Chicago, IL · On-site
The Marketing Operations Manager serves as the operational PMO for the marketing team - running the ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Marketing Operations Manager
New York, NY · On-site
The Marketing Operations Manager serves as the operational PMO for the marketing team - running the ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Marketing Operations Manager
New York, NY · On-site
The Marketing Operations Manager serves as the operational PMO for the marketing team - running the ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
The Marketing Operations Manager serves as the operational PMO for the marketing team - running the ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
The Marketing Operations Manager serves as the operational PMO for the marketing team - running the ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Build and maintain operational dashboards that provide leadership with real-time visibility into ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Build and maintain operational dashboards that provide leadership with real-time visibility into ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Senior Salesforce Developer
New York, NY · Remote
$140K - $180K/yr
Experience with effective Salesforce DevOps practices. * Experience with SQL, Python and/or ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Senior Salesforce Developer
New York, NY · Remote
$140K - $180K/yr
Experience with effective Salesforce DevOps practices. * Experience with SQL, Python and/or ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
... compliance, operations, technology, and product - ensuring advisor needs and feedback are ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
... compliance, operations, technology, and product - ensuring advisor needs and feedback are ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Practice Development Officer
$200K - $225K/yr
The Practice Development Officer willbe responsible forsupporting the growth and operational ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
New
Practice Development Officer
$200K - $225K/yr
The Practice Development Officer willbe responsible forsupporting the growth and operational ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
New
Practice Development Officer
$200K - $225K/yr
The Practice Development Officer willbe responsible forsupporting the growth and operational ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
New
Practice Development Officer
$200K - $225K/yr
The Practice Development Officer willbe responsible forsupporting the growth and operational ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
New
Family Office Associate
New York, NY · On-site
$90K - $110K/yr
Perform administrative functions and operational duties * Support of other team members Required ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Family Office Associate
New York, NY · On-site
$90K - $110K/yr
Perform administrative functions and operational duties * Support of other team members Required ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
... compliance, operations, technology, and product - ensuring advisor needs and feedback are ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
... compliance, operations, technology, and product - ensuring advisor needs and feedback are ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client and team meetings, operations support, and special projects, as needed. * Other duties as ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client and team meetings, operations support, and special projects, as needed. * Other duties as ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Office Administrator
Midland, TX · On-site
$20 - $22/hr
Business Operations: * Prepare client engagement agreements, deposit checks when applicable, and ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Office Administrator
Midland, TX · On-site
$20 - $22/hr
Business Operations: * Prepare client engagement agreements, deposit checks when applicable, and ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client Service Associate
Austin, TX · On-site
$60K - $75K/yr
Serve as backup administrative support as needed, assisting with office operations and ensuring a ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client Service Associate
Austin, TX · On-site
$60K - $75K/yr
Serve as backup administrative support as needed, assisting with office operations and ensuring a ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client Service Associate
Austin, TX · On-site
$60K - $75K/yr
Serve as backup administrative support as needed, assisting with office operations and ensuring a ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Client Service Associate
Austin, TX · On-site
$60K - $75K/yr
Serve as backup administrative support as needed, assisting with office operations and ensuring a ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Ceritypartners Jobs Information
What are the most popular jobs at Ceritypartners?
What are the most popular categories at Ceritypartners?
$90K - $110K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 15 days ago
Job description
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 yes, we believe you would be an outstanding fit on our wealth management team.
Primary Responsibilities:
As an Accounting Associate in our New Yorkoffice, your responsibilities would include the following activities:
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
Required Qualifications:
3+ years of accounting or bookkeeping experience required
Bachelor's degree preferred but not required
Prior experience with a business management firm, family office or CPA firm is a MUST
Excels in a team-based, client-centric culture
Able to work independently on project type assignments
Knowledge of Quickbooks required
Strong MS Office skills
Willingness to work until work is done
Excellent oral and written skills
Compensation Range:
$90,000 - $110,000
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.