Associate, Personal CFO

About the Role

At Corient, we help high- and ultra-high-net-worth individuals and families preserve their wealth for future generations and support the people, causes, and communities they care about. We are seeking a talented and motivated individual to join our team, offering a role that values ambition and empowers growth.

Responsibilities

• Performing daily, weekly, and monthly bookkeeping functions
• Vendor maintenance: creating/modifying vendors, managing W-9 and NDA forms, and communicating with vendors
• Recording vendor invoices in Intacct or Bill.com and submitting for review
• Completing vendor, credit, and other applications on behalf of clients
• Processing Form 1099s annually, where applicable
• Recording journal entries for cash transfers, payroll, accruals, asset purchases, and capital improvements
• Handling specific accounting tasks related to clients' personal assets
• Reconciling bank statements, brokerage statements, and credit card statements, including transaction feeds into accounting systems
• Maintaining client files/records in shared network folders
• Responding promptly to client requests
• Conducting ad hoc analysis and reporting

Qualifications & Requirements

• Bachelor’s degree in accounting
• 2+ years of accounting experience focusing on A/P, journal entries, bank reconciliations, and data entry
• Strong proficiency in Excel (pivot tables, v-lookups)
• Preferred experience with Sage Intacct, QuickBooks Online, or similar accounting systems
• Expeditious and accurate data entry skills
• Highly motivated self-starter with strong independent work ethic
• Excellent communication skills (verbal and written) and ability to build team relationships
• Strong self-management skills: time management, organization, prioritization, resourcefulness, and problem-solving
• Detail-oriented, intelligent, and inquisitive
• Exhibits accountability and ownership
• Strives for continuous improvement
• Family office experience preferred

Physical Requirements

• Ability to work in an office environment, including prolonged periods of sitting and computer use
• Ability to lift up to 15 pounds
• Onsite work required 4 days per week

U.S. Eligibility Requirements

• Must be 18 years of age or older
• Unrestricted work authorization in the United States
• Participation in E-Verify and completion of Form I-9
• Willingness to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement

Benefits

• 401(k) Plan with employer matching
• Four generously subsidized medical plan options
• Employer-paid dental, vision, life, and AD&D insurance
• Employer-paid short-term and long-term disability
• Paid maternity and parental leave
• Flexible spending accounts and health savings accounts
• Dependent care FSA
• Commuter and transit FSA
• Corporate discount program (Perkspot)
• Training reimbursement
• Paid professional designations
• Volunteer days for community giving

Corient is an equal opportunity employer committed to a safe, healthy, and respectful work environment. We value diversity and utilize the abilities of all employees to achieve individual and company success.