Family Office Assistant

CI Financial•New York, NY

4d•$76,000 - $100,000•Hybrid

About The Position

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. This is an excellent opportunity for someone looking to gain hands-on experience in a family office environment while contributing to a wide range of administrative and operational functions. 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.

Requirements

At least 2 years of prior experience in a similar role (administrative, customer service, hospitality, or office support preferred).
Strong organizational and communication skills.
Excellent attention to detail and follow-through.
Polite and positive attitude with a willingness to learn and take initiative.
Ability to manage multiple tasks and adapt to changing priorities.
Proficiency in Microsoft Office (particularly Excel) and Outlook; experience with ShareFile and OneDrive is a plus.
Superior judgment, discretion and the ability to protect confidential information.
Candidates should be based in or near New York City, as this role involves frequent in-person coordination, local errands, property visits, and other time-sensitive tasks throughout the city.
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.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

Professional, trustworthy, and discreet.
Self-starter who enjoys supporting a team.
Strong problem-solving skills and resourcefulness.
Flexible, dependable, and proactive.
Comfortable working in a fast-paced, service-orientated environment.

Responsibilities

Provide general administrative and day-to-day office support.
Run client-related errands, including local pickups, deliveries, shopping, shipping miscellaneous returns.
Coordinate appointments and service visits with vendors and building managers.
Organize files, documents, receipts, and household records.
Assist with travel logistics, including reservations, transportation, and scheduling.
Maintain spreadsheets, trackers, and project lists.
Support special projects and other ad hoc assignments as needed.
Ensure tasks are completed accurately, discreetly, and in a timely, professional manner.