Client Accounting Associate

Cleveland, TN - USA

Monthly Salary: $ 50000 - 70000

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

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:

$50000 - $70000

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.

Required Experience: