Family Office Manager

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to 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.

Responsibilities
Client Accounting Services Onboard new clients, set up financial reporting processes and chart of accounts, establish client vendor and household relationships

Provide core accounting services: journal entries, payroll oversight, investment reporting, and manage/reconcile client data for ultra-high-net-worth families and related entities

Research and resolve issues or discrepancies with clients’ statements

Prepare client financial reports and analysis for individuals and related entities

Monitor and coordinate cash management

Support other client teams with review of reconciliations and final reports

Prepare year-end reporting of 1099sMaintain tracking of charitable contributions, gifts, basis, and other items
Review and approve client bill pay processing

Sync and reconcile bill payment account, research, and resolve discrepancies

Generate and compile client bill payment reports

Client Relationship Management Primary day-to-day contact for client communications, project management, problem identification and resolution across multiple simultaneous client relationships

Develop client meeting material and lead meetings, as needed

Respond to inquiries from clients’ advisors (wealth, CPAs, attorneys, etc)
Provide financial data analysis related to client tax, estate, and charitable planning

Handle special projects as needed
Management Day-to-day management/oversight of client team Train new employees on policies and procedures

Oversight and accountability for team output
Qualifications & Requirements
Bachelor’s degree in Accounting or related field required.

CPA certification and experience in public accounting, strongly preferred.

Minimum 5-8 years’ experience working with individual finances and their investments.

General understanding of foundations, trusts and estate planning, and their related tax treatments.

Strong general ledger, accounts payable, payroll, income tax, investment and banking working knowledge.

Must have a proven track record of working in a dynamic, fast-paced environment, requiring a high level of attention to detail while maintaining focus on the big picture.

Strong prioritization, time management, project management and organizational skills.

Ability to handle and respond to multiple client and department demands promptly.

Exceptional communication skills, both written and spoken with an understanding of professional services and client service.

Passion for exceptional client service

Positive and professional demeanor

Ability to adhere to strict process, control and confidentiality standards
Competencies listing for Job Family Communication Detail  Oriented Follows Procedures Service Time  Management This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $150,000 USD per year . We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.

It is not typical for an individual to be offered a salary at or near…