Wealth-Onboarding & Client Services Specialist

Corient; Post (OR); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer paid Medical Plan options

Dental, Vision & Life and AD&D

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health/HF

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient, a leading multi-family office and wealth manager in the United States, seeks a versatile financial support specialist to assist with custodian paperwork, account transfers, and accounting tasks. The role includes preparing manager paperwork, payroll support, and client reporting, with exposure to tax-season data gathering for CPAs.

On-site work is required four days per week. The position emphasizes integrity, confidentiality, and collaboration within a team dedicated to wealth

Qualifications

• Bachelor’s degree required or equivalent.
• Two to four years of relevant experience preferred.
• Proficiency in Microsoft Office with a high level of Excel.
• Demonstrated integrity and confidentiality.
• Strong verbal and written communication skills.
• Ability to work collaboratively and independently.
• Strong analytical and organizational skills.
• Detail-oriented and able to multitask in a fast-paced environment.
• Willingness to travel is not required.

Responsibilities

• Complete custodian paperwork to establish accounts for individuals, trusts or entities and execute transfers via checks, wires, or ACAT, updating beneficiary and cost basis information.
• Prepare manager paperwork for managed accounts and support information-gathering for Investment Analysts.
• Assist with bill pay, accounting tasks in QuickBooks, month-end reconciliation, journal entries, and client reporting; provide payroll support where needed; PTO tracking and benefits administration.

Skills

Microsoft Office

Excel

Financial data handling

Education

Bachelor’s degree

Tools

QuickBooks

Job description

Corient, a leading multi-family office and wealth manager in the United States, seeks a versatile financial support specialist to assist with custodian paperwork, account transfers, and accounting tasks. The role includes preparing manager paperwork, payroll support, and client reporting, with exposure to tax-season data gathering for CPAs.

On-site work is required four days per week. The position emphasizes integrity, confidentiality, and collaboration within a team dedicated to wealth