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About the Role
Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for those they care about. We focus on exceeding expectations, simplifying lives, and establishing lasting legacies. We are looking for talented and motivated individuals to join our team.
Responsibilities
- Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
- Oversee accounting, cash management, payroll, and financial administration for individuals, trusts, partnerships, foundations, and related entities.
- Review financial reports, reconciliations, and year-end reporting to ensure accuracy, timeliness, and a high standard of client service.
- Support a range of family office activities, including gifting, charitable giving, and special financial projects.
- Oversee bill pay, disbursements, and related controls to ensure accurate and timely processing.
- Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.
- Serve as a trusted day-to-day contact for clients and coordinate seamlessly with wealth managers, tax preparers, attorneys, and other advisors.
- Prepare client-ready materials, participate in meetings, and respond thoughtfully to requests across multiple relationships.
- Support tax, estate, and planning-related initiatives while supporting ad hoc analyses and special projects.
- Coach and develop team members while helping drive quality, consistency, and timely execution across deliverables.
- Support a collaborative, service-oriented culture grounded in accountability, discretion, and operational excellence.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field.
- 5–8 years of relevant experience, ideally within a multi-family office, family office, or related professional services environment.
- Strong knowledge of accounting, cash management, investment reporting, and financial operations across complex entity structures.
- Familiarity with trusts, estates, foundations, and partnerships, including related tax and reporting considerations.
- Excellent communication, project management, and relationship management skills.
- A high level of professionalism, discretion, and commitment to exceptional client service.
- CPA or prior public accounting experience preferred.
- 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
- Accounting
- Cash management
- Investment reporting
- Financial operations
- Trusts
- Estates
- Partnerships
- Communication
- Project management
- Relationship management
- Client service
Location
- Onsite
Work Type
- Onsite (4 days per week)
- Full-time
Experience Level
- 5-8 years
Education Level
- Bachelor's degree
Benefits
- 401(k) Plan with Employer Matching
- Four Medical Plan options 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.
- Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc.
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.