Associate and Accountant

Website Corient

Corient is one of the largest integrated fee-only RIAs in the United States.

About the Job

  • Join a team that values your ambition and empowers your growth
  • 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 a family office, wealth management 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 per year.

To apply for this job please visit www.linkedin.com.