Client Accounting Associate

Job Details

Level

Experienced

Job Location

Cleveland Office - Cleveland, OH

Position Type

Full Time

Education Level

4 Year Degree

Job Category

Finance

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

Ideal Candidate Profile - "Our Casting Call!"

• 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

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class customer experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills