Family Office Associate - California, United States - Corient

Corient California, United States

3 weeks ago

Description

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.

The pay range for this position is $75,000 – $100,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
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.

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