Jobs at Corient

Generate and distribute billing statements, manage accounts receivables, and maintain billing data accuracy while providing revenue reports to leadership.

Manage end-to-end client billing operations, including generating statements, processing debits/rebates, and maintaining billing data accuracy.

As a Financial Reporting Director, you will manage international business consolidation, implement financial reporting tools, assess technical accounting for global transactions, and ensure internal controls over financial reporting are effective.

Support Wealth Advisor delivering financial planning and investment services for high-net-worth clients. Prepare recommendations, assist client meetings and onboarding, manage portfolio allocations, mentor staff, and progress toward independent client relationship management.

The Senior Financial Analyst will create reports, collaborate with cross-functional teams on financial plans, and evaluate risks based on analysis.

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.

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.

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.

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.

Provide high-level administrative support to multiple executives: manage complex calendars, travel, expense reports, meeting logistics, presentations, confidential files, team coordination, event planning, and ad-hoc projects while supporting other assistants as backup.

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.

Administer Microsoft 365 environments, manage migrations, ensure compliance, and develop automation scripts while providing high-level support for systems.

The paralegal will support M&A activities, manage legal documents, oversee eBilling administration, conduct legal research, and assist with legal operations initiatives.

The Office Manager II oversees multi-site operations, ensuring efficient workplace management, guest services, financial oversight, and compliance, while supporting a positive employee culture and safety protocols.

The Data Analyst will develop data analytics solutions, maintain data integrity, perform ad-hoc analysis, and support cross-functional data requirements.

The Receptionist greets visitors, manages calls, operates visitor management systems, assists with AV setup, and maintains office standards while supporting events and onboarding activities.

The Data Operations Analyst manages data integrity and operations, supports data conversion for mergers and acquisitions, and documents policies and processes.