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Junior Wealth Management Associate

2 months ago

Shaker Heights, Ohio, United States Corient Full time

Join Our Team at Corient Wealth Management

Corient Wealth Management is a premier firm dedicated to safeguarding wealth for generations to come while assisting clients in realizing their financial aspirations. We are on the lookout for a committed professional to become part of our team and help advance our mission. If you are enthusiastic and seeking a workplace that appreciates your skills, we encourage you to consider this role.

Position Summary

  • Support the Wealth Advisor team in delivering exceptional client service
  • Analyze investment performance statements and standard financial documents
  • Facilitate client transactions and assist with tax documentation
  • Engage with clients to foster strong relationships
  • Assist the team with various administrative responsibilities

Qualifications

  • Bachelor's degree in a relevant discipline
  • CPA certification or in progress
  • Experience in family office settings or public accounting
  • Familiarity with technology platforms such as Salesforce and Portfolio Accounting Software
  • Understanding of tax strategies and financial assessment

Key Competencies

  • Excellent communication and collaboration skills
  • Detail-oriented with a strong analytical approach
  • Proactive in managing tasks and projects
  • Able to thrive in a team-oriented environment

What We Provide

  • Flexible working options
  • Comprehensive benefits package
  • Opportunities for professional growth
  • Wellness initiatives for employees
  • Programs for community engagement

Corient is dedicated to fostering a diverse and inclusive workplace where every employee can succeed. We are an equal opportunity employer and encourage candidates from all backgrounds to apply. Be a part of shaping the future of wealth management at Corient.