Accountant Associate

About The Job

• At Corient, we help high- and ultra-high-net-worth individuals, families, and high achievers of all types enjoy a full life while enabling them to preserve their wealth for future generations and provide for the people, causes, and communities they care about.
• We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
• We are always looking for talented and motivated individuals to join our team.
• If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Overview:

• We are looking for a Family Office Associate to join our Personal CFO Services area.
• This position is responsible for supporting multiple clients with a variety of accounting and administrative services.

Responsibilities:

• Detailed tracking of client bills and filings
• Manage bill collection and processing
• Research and resolve issues or discrepancies with client accounts and bills
• Respond to client requests and inquiries
• Manage vendor relationships and payments
• Money movement requests
• Perform monthly reconciliations of client bank accounts and credit cards
• Assist with client onboarding
• Maintain meticulous documentation in accordance with policies and procedures
• Other client and team support, as needed

Requirements:

• University degree in accounting or equivalent work experience required
• Minimum three years experience in accounting providing client services in personal tax, family office or related field
• Outstanding attention to detail and accuracy
• Passion for exceptional client service
• Positive and professional demeanor
• Ability to adhere to strict process, control and confidentiality standards
• Strong written and verbal communication skills
• Ability to handle and respond to multiple client and department demands in a timely manner.

Pay: $75,000 – $100,000 a year