Associate, Personal CFO

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.

• Performingbookkeepingfunctionsonadaily,weekly,monthly basis;
• Vendor maintenance - creating and modifying existing vendors, managing W-9 and NDA forms process with new vendors, and ad hoc communications with vendors
• Recordingvendorinvoicesintheaccountspayablemodule of Intacct or within  and submit for review
• Completingvendor,creditandotherapplicationsonbehalfofclients
• Processing Form 1099s annually, where applicable,Recordingjournalentries for cash transfers, payroll, accruals, asset purchases and capital improvements, as well as specific accounting related to clients personal assets
• Reconciliations of bank statements, brokerage statements and credit card statements, including transaction feeds into our accounting systems
• Meticulousmaintenanceofclientfiles/recordsinsharednetworkfolders
• Respondingpromptlytoclientrequests
• Familiaritywithfinancialstatements
• Adhocanalysisandreporting

• Bachelor’s degree in accounting
• 2+years’accountingexperiencefocusingonA/P,Journal Entries,Bank Reconciliation sand Data Entry
• Strongproficiencyin Excel(includingpivottablesandv-lookups)
• Preferredexperiencewith Sage Intacct ,Quick Books Online ,orsimilaraccounting systems.
• Expeditiousandaccuratedataentryskills
• Highlymotivatedself-starter;independent worker
• Abletocommunicatewell(bothverbalandwritten) andbuildrelationshipswithin teams
• Possesscoreself-management skills:time management,organization,prioritization resourcefulness,problem-solving
• Detail oriented,Intelligent;
  
  Inquisitive
• Exhibitsaccountabilityandownership
• Striveforcontinuousimprovement
• Family Office Experience preferred

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
  
  Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which…