Family Office Professional

2 months ago

Newport Beach, California, United States Corient Private Wealth LLC Full time
About Corient Private Wealth LLC

Corient Private Wealth LLC is a leading wealth management platform in the United States, serving more than 10,000 clients and managing over $100 billion of assets through offices across the country.

Job Summary

We are seeking a highly motivated and detail-oriented Family Office Professional to join our team. As a Family Office Professional, you will be responsible for providing exceptional client service, managing client relationships, and performing various administrative tasks to support the family office team.

Key Responsibilities
  • Track and manage client bills and filings with precision and accuracy.
  • Manage bill collection and processing, ensuring timely and efficient payment.
  • Research and resolve issues or discrepancies with client accounts and bills, providing clear and concise explanations.
  • Respond to client requests and inquiries in a timely and professional manner.
  • Manage vendor relationships and payments, ensuring seamless communication and coordination.
  • Process money movement requests, maintaining confidentiality and discretion.
  • Perform monthly reconciliations of client bank accounts and credit cards, ensuring accuracy and attention to detail.
  • Assist with client onboarding, providing a seamless and welcoming experience.
  • Maintain meticulous documentation in accordance with policies and procedures, ensuring compliance and accuracy.
  • Provide other client and team support as needed, demonstrating flexibility and adaptability.
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, with a passion for exceptional client service.
  • Positive and professional demeanor, with the ability to adhere to strict process, control, and confidentiality standards.
  • Strong written and verbal communication skills, with the ability to handle and respond to multiple client and department demands in a timely manner.
What We Offer
  • Flexible & Hybrid Work Program, allowing for a balance between work and personal life.
  • 401(k) Plan with Employer Matching, promoting financial security and stability.
  • Four Medical Plan options that are generously subsidized by Corient Private Wealth LLC, ensuring comprehensive health coverage.
  • Employer paid Dental, Vision & Life and AD&D Insurance, providing peace of mind and protection.
  • Employer paid Short-term & Long-term Disability, ensuring support during times of need.
  • Paid Maternity & Parental Leave, promoting work-life balance and family well-being.
  • Flexible Spending Accounts & Health Savings Accounts, allowing for tax-free savings and flexibility.
  • Dependent Care FSA, supporting families and caregivers.
  • Commuter & Transit FSA, promoting sustainable and convenient transportation.
  • Corporate Discount Program - Perkspot, offering exclusive discounts and perks.
  • Training Reimbursement, supporting professional growth and development.
  • Paid Professional Designations, enhancing skills and expertise.
  • Giving back to the community - Volunteer days, promoting social responsibility and community engagement.
Equal Opportunity Employer

Corient Private Wealth LLC is an equal opportunity employer, committed to recruiting and employing candidates 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.

  • Family Office Professional

    2 weeks ago

    Newport Beach, California, United States Corient Full time

    About the RoleCorient is seeking a highly skilled and detail-oriented Family Office Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional support to our high-net-worth clients and their families.Key ResponsibilitiesManage client bill tracking and filing processesProcess bill collections and...

  • Family Office Associate

    1 month ago

    Newport Beach, California, United States Corient Full time

    Job SummaryCorient is seeking a highly skilled and detail-oriented Family Office Associate to join our team. As a key member of our client services team, you will be responsible for providing exceptional support to our high-net-worth clients and their families.Key ResponsibilitiesManage client bills and filings with attention to detail and accuracyProcess...

  • Family Office Associate

    2 weeks ago

    Newport Beach, California, United States Corient Full time

    Empower Your Growth with CorientAt Corient, we're dedicated to helping high- and ultra-high-net-worth individuals and families preserve their wealth for future generations. As a Family Office Associate, you'll play a vital role in exceeding expectations, simplifying lives, and establishing legacies that last.Key ResponsibilitiesTrack client bills and filings...

  • Family Office Associate

    2 months ago

    Newport Beach, California, United States Corient Private Wealth LLC Full time

    About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform that serves high-net-worth individuals and families. We provide personalized services to help our clients achieve their financial goals and preserve their wealth for future generations.Job SummaryWe are seeking a highly skilled and motivated Family Office...

  • Family Office Associate

    4 weeks ago

    Newport Beach, California, United States Corient Private Wealth LLC Full time

    About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform that serves high- and ultra-high-net-worth individuals and families. Our mission is to provide exceptional client service and support, while empowering our team members to grow and succeed in their careers.Job SummaryWe are seeking a highly skilled and...

  • Customer Service Representative

    1 week ago

    Newport Beach, California, United States FedEx Office Full time

    Job SummaryThe ideal candidate for this role will be a highly motivated and customer-focused individual who is passionate about delivering exceptional service and support to our customers. As a Retail Store Consultant at FedEx Office, you will be responsible for providing expert advice and guidance to customers on our range of products and services,...

  • Family Support Advocate

    2 weeks ago

    Newport Beach, California, United States Human Options Full time

    {"Job Title": "Family Stabilization Family Support Advocate", "Job Summary": "We are seeking a highly motivated and experienced Family Stabilization Family Support Advocate to join our team at Human Options. The successful candidate will provide comprehensive case management and family advocacy services to clients who have experienced domestic...

  • Family Law Paralegal

    1 week ago

    Newport Beach, California, United States Jobot Full time

    Job Title: Paralegal (Family Law)About the Job:We are seeking a highly skilled and experienced Paralegal to join our team at a top 5 family law firm in Southern California. The ideal candidate will have a strong knowledge of family law procedures and legal terminology, as well as excellent organizational and multitasking abilities.Responsibilities:Assist...

  • Medical Office Coordinator

    1 week ago

    Newport Beach, California, United States APN Software Services Inc Full time

    Job SummaryThe Front Office Assistant plays a vital role in supporting the patient care activities by performing a variety of clerical duties and front office operations. This includes ensuring even patient flow and continuous communication within the department, referring physician offices, and organization staff.Key ResponsibilitiesInteract with patients,...

  • Front Office Assistant

    1 week ago

    Newport Beach, California, United States Unicon Pharma Inc Full time

    Job Title: Front Office AssistantJob Summary:We are seeking a highly skilled and organized Front Office Assistant to join our team at Unicon Pharma Inc. The ideal candidate will have a strong background in medical front office operations and excellent communication skills.Key Responsibilities:Perform a variety of clerical duties and front office operations...

  • Family Law Paralegal

    3 weeks ago

    Newport Beach, California, United States Jobot Full time

    Top Family Law Firm in Southern California Seeks ParalegalWe are a top-ranked family law firm in Southern California, with a reputation for excellence and a commitment to providing exceptional service to our clients. We are seeking a highly skilled and experienced Paralegal to join our team in our Newport Beach location.Job SummaryWe are looking for a...

  • Family Law Paralegal

    4 weeks ago

    Newport Beach, California, United States Jobot Full time

    Top Family Law Firm in Southern California Seeks ParalegalWe are a top-ranked family law firm in Southern California, with a reputation for excellence and a commitment to providing exceptional service to our clients. We are seeking a highly skilled and experienced Paralegal to join our team in our Newport Beach location.Job SummaryWe are looking for a...

  • Family Law Attorney

    2 weeks ago

    Newport Beach, California, United States Jobot Full time

    Top Family Law Firm in Southern CaliforniaThis is a unique opportunity to join a top 5 family law firm in Southern California with 7 locations. Our firm offers a competitive compensation package, comprehensive benefits, and a supportive work environment.Job SummaryWe are seeking a highly skilled and experienced Family Law Attorney to join our Newport Beach...

  • Family Practice Physician

    1 week ago

    Newport Beach, California, United States Provider Healthcare Full time

    About the RoleProvider Healthcare is seeking a highly skilled and compassionate Family Practice Physician to join our collaborative outpatient practice as the Chief Medical Officer. The ideal candidate will have at least 5 years of experience and a strong commitment to practicing evidence-based medicine.Key ResponsibilitiesProvide direct primary care to...

  • Front Office Coordinator

    2 weeks ago

    Newport Beach, California, United States Hoag Memorial Hospital Presbyterian Full time

    Job SummaryThe Front Office Assistant plays a vital role in supporting the patient care activities at Hoag Memorial Hospital Presbyterian. This position is responsible for performing a variety of clerical duties and front office operations to ensure smooth patient flow and continuous communication within the department.Key ResponsibilitiesGreet visitors and...

  • Family Law Paralegal Specialist

    1 week ago

    Newport Beach, California, United States Crawford Thomas Recruiting Full time

    Family Law Paralegal OpportunityWe are seeking a skilled Paralegal to join our dynamic team at an elite family law firm. With a focus on providing comprehensive legal services to individuals and families, our firm navigates complex legal matters with professionalism and compassion. Backed by a staff with over 100 years of collective legal experience and a...

  • Chief Financial Officer

    2 weeks ago

    Newport Beach, California, United States Regal Executive Search Full time

    Job Title: CFOWe are seeking an experienced and highly motivated executive to lead the finance and accounting functions across multiple offices as a CFO in our Newport Beach, CA office.The position will collaborate with the Leadership Team, the Board of Directors, and the Accounting Team to drive financial growth and success.The selected candidate will join...

  • Office Coordinator

    2 weeks ago

    Newport Beach, California, United States Mark IV Capital Full time

    Office CoordinatorMark IV Capital is a privately held, growth-oriented real estate development and investment company headquartered in Newport Beach, CA. We are seeking an Office Coordinator to join our team, working from our Newport Beach office.The Office Coordinator ensures the office is running smoothly by providing receptionist duties, ensuring office...

  • Social Services Professional

    1 week ago

    Huntington Beach, California, United States Family Service League Full time

    Family Service League is a leading social services agency dedicated to improving the lives of individuals, children, and families. We are seeking a highly skilled Master's-level Social Worker to join our team in a school-based clinic setting.The ideal candidate will provide individual, family, and group therapy to adolescents with a range of DSM diagnoses....

  • Office Coordinator

    1 week ago

    Newport Beach, California, United States Mark IV Capital Full time

    Mark IV Capital is a growth-oriented real estate development and investment company seeking an Office Coordinator to join its team in Newport Beach, CA.The role of the Office Coordinator ensures the office runs smoothly by providing receptionist duties, maintaining office equipment, and ensuring AV equipment is functional in conference rooms.The Office...