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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:
- Receptionist: Welcome clients, visitors and vendors and provide support as necessary; answer mainline phone, restock and order office and kitchen supplies.
- Office Management: Support events, client meetings, Partner meetings, food service, and implement workplace experience best practices to ensure the office operates at the highest standards.
- Facilities Management: Coordinate office maintenance, repairs, and renovations. Manage relationships with vendors for services such as cleaning, plant maintenance, and equipment servicing. Supervise facility staff, vendors and contractors providing leadership and guidance as needed.
- Stakeholder collaboration: Partner with real estate and corporate team to deliver on key initiatives and meet employee and client needs. Team with office receptionists and executive assistants to deliver on seamless employee and client experience. Reception assistance as needed.
- Lease adherence: Lead relationships with building stakeholders and ensure compliance with the lease and building rules and regulations.
- Policies and Procedures: Develop, communicate, and implement policies and procedures for the efficient use of the facilities for employees and clients.
- Budget: Monitor and manage facility budget including forecasting and expense tracking.
- Access Control and Security: Facilitate visitor access to the building, manage access control systems, and ensure compliance with security protocols. Onboard and offboard employees by managing access permissions and providing/collecting badges. Maintain an up-to-date office user access list.
- Office changes: Coordinate office moves, renovations and expansions as needed. Conduct and document regular facilities inspections and flag when changes or renovations are needed.
- Health and Safety Compliance: Ensure the office environment meets health and safety standards and comply with local regulations. Maintain first aid kits, fire extinguishers, and emergency evacuation plans. Coordinate safety training for employees. Deal with emergencies as they arise.
- Technology Support: Serve as a liaison with IT support for office-related technological needs. Coordinate repairs or upgrades and manage inventory of IT assets.
Qualifications :
- Bachelor's degree in real estate design, construction, facilities management preferred OR a bachelors degree in business management, finance or accounting with a desire for an entry level position in wealth management.
- Minimum 3-5 years experience and/or interest in wealth management career
- Proven experience in facilities management, including vendor procurement/management and budget oversight.
- Strong understanding of building systems, maintenance procedures, and safety protocols.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams.
- Proficiency in facility management software and tools.
- Strong leadership and decision-making skills.
- Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
- Knowledge of relevant regulations and compliance standards for California market facilities.
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.
Pay Information
This position is non-exempt and is paid according to the laws of the State of California. The pay range for this position is $21 - $34 USD per hour. 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 the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Description
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:
- Receptionist: Welcome clients, visitors and vendors and provide support as necessary; answer mainline phone, restock and order office and kitchen supplies.
- Office Management: Support events, client meetings, Partner meetings, food service, and implement workplace experience best practices to ensure the office operates at the highest standards.
- Facilities Management: Coordinate office maintenance, repairs, and renovations. Manage relationships with vendors for services such as cleaning, plant maintenance, and equipment servicing. Supervise facility staff, vendors and contractors providing leadership and guidance as needed.
- Stakeholder collaboration: Partner with real estate and corporate team to deliver on key initiatives and meet employee and client needs. Team with office receptionists and executive assistants to deliver on seamless employee and client experience. Reception assistance as needed.
- Lease adherence: Lead relationships with building stakeholders and ensure compliance with the lease and building rules and regulations.
- Policies and Procedures: Develop, communicate, and implement policies and procedures for the efficient use of the facilities for employees and clients.
- Budget: Monitor and manage facility budget including forecasting and expense tracking.
- Access Control and Security: Facilitate visitor access to the building, manage access control systems, and ensure compliance with security protocols. Onboard and offboard employees by managing access permissions and providing/collecting badges. Maintain an up-to-date office user access list.
- Office changes: Coordinate office moves, renovations and expansions as needed. Conduct and document regular facilities inspections and flag when changes or renovations are needed.
- Health and Safety Compliance: Ensure the office environment meets health and safety standards and comply with local regulations. Maintain first aid kits, fire extinguishers, and emergency evacuation plans. Coordinate safety training for employees. Deal with emergencies as they arise.
- Technology Support: Serve as a liaison with IT support for office-related technological needs. Coordinate repairs or upgrades and manage inventory of IT assets.
Qualifications :
- Bachelor's degree in real estate design, construction, facilities management preferred OR a bachelors degree in business management, finance or accounting with a desire for an entry level position in wealth management.
- Minimum 3-5 years experience and/or interest in wealth management career
- Proven experience in facilities management, including vendor procurement/management and budget oversight.
- Strong understanding of building systems, maintenance procedures, and safety protocols.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams.
- Proficiency in facility management software and tools.
- Strong leadership and decision-making skills.
- Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.
- Knowledge of relevant regulations and compliance standards for California market facilities.
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.
Pay Information
This position is non-exempt and is paid according to the laws of the State of California. The pay range for this position is $21 - $34 USD per hour. 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 the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements: 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. What You can Expect from Us: Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community Volunteer days Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed 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. Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed 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.Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Other
Job function
Job function
Administrative
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