Family Office Associate
- Location
- New York City, NY
- Listed
- 12 days ago
About the role
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 York office, 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 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.
Equal opportunity and legal notices
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.
From Cerity Partners's careers page, first listed on Rolev.ai on October 29, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Family Office Associate job at Cerity Partners located?
This Family Office Associate position at Cerity Partners is located in New York City, NY. Always check Cerity Partners's application page for specific state eligibility or relocation policies.
How do I apply for the Family Office Associate position at Cerity Partners?
This listing links directly to Cerity Partners's Workday application page. You can apply directly on Cerity Partners's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.