Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Corient helps high- and ultra-high-net-worth individuals and families preserve 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 looking for talented and motivated individuals to join our team.

Responsibilities

• Basic understanding of wealth management concepts, financial planning and client relationship skills
• Seeks to learn and develop skills
• Supports advisors with client onboarding and reporting
• Prepares basic financial reports and client summaries
• Completes administrative tasks to support team to ensure client experience exceeds expectations
• Works under close supervision and guidance with narrowly defined limits of authority
• Follows established processes

Requirements

• Bachelors' degree in related field and working towards obtaining CFP or CFA credential
• Typically, 0-2 years experience
• Communicates clearly and professionally
• High attention to detail and accuracy
• Responds promptly to requests and escalates issues
• Must be 18 years of age or older
• Must have unrestricted work authorization to work in the United States
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement

Skills

• Basic financial planning and investment principles
• Salesforce
• Portfolio Accounting Software
• DocuSign
• Microsoft Suite
• Planning Software
• Custodian interaction

Location

• Onsite

Work Type

• Full-time
• Hybrid

Experience Level

• 0-2 years

Education Level

• Bachelors' degree

Salary/Compensations

• $65,800 - $106,000 USD per year

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Volunteer days

About the Company

• Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients.
• As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution.
• Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience.
• As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
• Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.
• We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
• Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc.
• Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

Equal Opportunity

• We are an equal opportunity employer.
• All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.