Corient
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Family Office Manager
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Corient 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. Description Summary: We are looking for a Family Office Manager to join our Personal CFO Services team. This position is the primary relationship with clients and advisors and is responsible for serving multiple clients with a variety of family office accounting and financial services. Responsibilities: 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 1099s Maintain tracking of charitable contributions, gifts, basis, and other items Client Bill Payment Services 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 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 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.
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Family Office Manager
role at
Corient 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. Description Summary: We are looking for a Family Office Manager to join our Personal CFO Services team. This position is the primary relationship with clients and advisors and is responsible for serving multiple clients with a variety of family office accounting and financial services. Responsibilities: 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 1099s Maintain tracking of charitable contributions, gifts, basis, and other items Client Bill Payment Services 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 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 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.
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