Onboarding Specialist I

CI Financial•Boston, MA

46d•Hybrid

About The Position

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. Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. 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. 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. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

Requirements

A bachelor’s degree
Proficiency in Microsoft Office, with a high level of competency in Excel
Complete integrity with an uncompromised reputation
Ability to maintain total confidentiality
An excellent team player who enjoys collaboration but also works well individually
Strong work ethic
Strong verbal and written communication skills
Excellent analytical and organizational skills
Ability to remain detail-oriented while multi-tasking and working at a fast pace
Ability to take ownership of projects and carry them through to completion
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.
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

Two to four years of relevant experience preferred

Responsibilities

Completing custodian paperwork to establish accounts for individuals, trusts or entities.
Transferring funds via check requests, wires, SLOAs, or Money Links.
Updating account names or addresses.
Initiating managed accounts.
Establishing margin accounts.
Updating beneficiaries.
Requesting IRA distributions.
Transferring assets in via ACAT, or editing cost basis information.
Preparing manager paperwork for any managed accounts and communicating to ensure accurate and timely completion.
Assisting in the subscription document preparation and information-gathering process as directed by the Investment Analysts.
Preparing bills for review, coding and entering into QuickBooks, reconciling accounts a month end, entering journal entries, and preparing reports for the Advisor to present to the client.
Entering information into the payroll system and preparing preliminary reports for review by the Advisor.
PTO tracking, benefit administration, and specialized reporting.
Preparing customized cash flow, recordkeeping, and other specialized financial reports for clients upon request.
Gathering and tracking tax information for assigned clients during tax season.
Preparing agendas, printing and organizing deliverables, updating task lists, scanning notes and documents to the client’s folder, participating in team meetings, and executing on any assigned tasks in preparation for and following quarterly meetings.
Providing all types of support for the various client teams and general support for the office such as providing backup on the phones, copying and/or scanning documents, and completing special projects.