layiq
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Cleveland, OH; Cleveland Office
Source: Cerity Partners careers · View original posting
From Cerity Partners's posting. “We” and “our” refer to the employer.
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
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
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Compensation
$50,000-$60,000
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
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.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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