Family Office Manager

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.

Overview

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

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 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

Competencies listing for Job Family

Collaboration

Communication

Detail Oriented

Follows Procedures

Responsiveness

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.

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.

U.S. Eligibility Requirements

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 :

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.