Cerity Partners
The Family Office Associate role involves providing comprehensive accounting and bookkeeping services for multiple clients, including payroll, financial reporting, and client concierge support. The position requires assisting with forensic accounting for matrimonial actions and maintaining detailed operational procedures. This client-facing role demands strong attention to detail and the ability to manage diverse financial tasks within a wealth management team.
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cerity Partners.
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago