Jobs at Corient

Support wealth management teams for high-net-worth clients by researching and inputting financial projection and investment data, assisting client service teams, learning planning tools, attending networking events, and following through on requests under close supervision.

Guide high-net-worth clients through account onboarding: act as central contact, coordinate advisors and internal teams, enter client data in Salesforce and portfolio accounting systems, manage custodian paperwork and transfers, reconcile assets and cost basis, confirm billing, reporting, portals, and trading restrictions, and ensure smooth handoff to Client Success.

Support and execute the company's ICFR/SOX program: maintain risk and control matrices, coordinate testing and remediation, support audits, evaluate control design, document processes, and advise on control impacts for systems, acquisitions, and process changes.

Manage daily office operations and facilities, reception and visitor experience, employee onboarding support, event logistics, vendor and technology coordination, safety/compliance tasks, basic IT/AV troubleshooting, expense tracking, and special projects like moves and business continuity support.

Support Wealth Advisor in client service and portfolio management, prepare financial plans and investment recommendations, assist client meetings and onboarding, mentor junior staff, and progress toward independent client relationship management.

Provide high-level administrative support to multiple executives including C-suite: manage complex calendars, travel, meetings, expenses, presentations, and confidential information. Coordinate meeting logistics, vendor and relationship management, team events, ad-hoc projects and errands, and provide backup to other assistants while supporting internal and client-facing projects.

Provide bookkeeping and family-office accounting support: process A/P, journal entries, payroll-related entries, 1099s, bank/broker/credit card reconciliations, vendor maintenance, client file management, respond to client requests, and produce ad hoc analysis and reports using Excel and accounting systems.

Perform daily-to-monthly bookkeeping for high-net-worth clients: accounts payable, journal entries, bank/brokerage/credit card reconciliations, vendor management, Form 1099 processing, transaction recording, client file maintenance, ad hoc analysis, and prompt client communication.

Perform client bookkeeping and reconciliations, record AP and journal entries, manage vendor onboarding and 1099s, maintain client files, respond to client requests, and produce ad hoc analysis and reporting.

Manage end-to-end client onboarding for wealth management accounts: prepare and process custodial and transfer paperwork, coordinate signatures, manage ACATs/rollovers/wires, provide client service, and collaborate with internal teams to ensure timely account setup and funding.

Support wealth management teams by researching and entering financial projections and investment analyses, assisting client service teams, developing client communication and technical skills, and learning under supervision to support client relationships.

Manage custodian and broker operational access, permissioning, and security administration; support institutional transitions and integrations; execute projects to improve operational efficiency; prepare and reconcile data for compliance; act as point of contact for stakeholders and ensure follow-through on tasks and communication.

Manage end-to-end client onboarding for new accounts: prepare and process custodial paperwork and WMA, coordinate signatures, manage asset transfers (ACATs, rollovers, wires), deliver client service, and collaborate with internal teams to ensure timely account setup and funding.

Prepare individual, trust, estate, gift, foundation, and business tax returns; review source documents and OCR data; conduct tax research; assist with notices and audits; maintain organized tax files; input financial records into tax software; analyze client tax data and support tax planning for the Tax team.

Provide tax compliance and planning for high-net-worth individuals and families, prepare and review individual, fiduciary, nonprofit, and entity tax filings, research complex tax issues, support time-sensitive client requests, and collaborate within a small integrated family office team.

Lead and support end-to-end strategic and operational projects for the Institutional Relationships team. Develop project plans, coordinate cross-functional workstreams, track KPIs, prepare executive presentations and dashboards, conduct research and analysis, support change management, and partner with data/reporting to build models and visualizations that inform operational decisions and improve client experience.

Manage and support enterprise network infrastructure including firewalls, VLANs, routing/switching, wireless, VPNs and monitoring. Deploy new office network hardware, perform cabling and ISP turn-up, and participate in change management. Provide operational support for Cisco ISE and Firepower environments, troubleshoot using packet-capture tools, maintain documentation, and collaborate with Security, Infrastructure, and End User Services teams.

Provide high-touch, hands-on technology support for C-suite and senior executives across office, residence, travel and event environments. Own incidents end-to-end, troubleshoot endpoints, collaboration and AV systems, coordinate vendors and infrastructure teams, maintain runbooks and knowledge articles, mentor support staff, participate in on-call rotation, and ensure flawless execution for high-visibility events.

Responsible for completing financial plans, investment reports, and tax analysis, while co-managing client relationships and documenting tasks. Enhances investment knowledge through practice and observation.

Process high-volume supplier invoices, maintain vendor records, assist with month-end close and AP reconciliations, resolve invoice discrepancies across stakeholders, support AP automation and system improvements, prepare documentation for audits and reporting, and help onboard/train vendors and users.