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Family Office Associate

2 months ago

Miami, United States Corient Full time

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 personal tax, family office 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.