Family Office Manager

Corient•Newport Beach, CA

7d•$150,000 - $150,000•Onsite

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.

Requirements

Bachelor’s degree in Accounting or related field required.
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
Must be 18 years of age or older.
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
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

CPA certification and experience in public accounting, strongly preferred.

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