Job Description. Job Description. Are you passionate about numbers, teamwork, and delivering outstanding service. Join our innovative team as a Senior Payroll Specialist, where you will play a vital role in ensuring employees are paid accurately and on time while creating a positive impact within our organization. We are Aspiriant. . a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad r...
The Compliance Associate has varied responsibilities within Aspiriant. This position provides the assistance to the Chief Compliance Officer in managing, processing, and updating our client contracts (engagement agreements). Success in the position will require exceptional organizational and administrative skills, as well as the ability to manage towards deadlines. Occasional travel and after-hours work may be required. . . We are Aspiriant. . a ...
Job Description. Job Description. Are you passionate about numbers, teamwork, and delivering outstanding service. Join our innovative team as a Senior Payroll Specialist, where you will play a vital role in ensuring employees are paid accurately and on time while creating a positive impact within our organization. We are Aspiriant. . a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad r...
Spend your summer with our industry experts (Certified Financial Planners, Certified Financial Analysts, and Certified Public Accountants) building relationships and learning what it takes to offer exceptional service in helping our high-net-worth clients achieve their financial goals. In this eight-week program, you will work with a variety of client service teams, assisting our Wealth Managers in providing wealth management services at a Regist...
We are always looking to add STAR client service professionals to our dynamic and growing. Client Service Operations Team as a Senior Associate. The Senior Associate works in a team setting to assist our Wealth Managers in responding to client needs and requests. This position has significant direct contact with our clients and requires superb and highly polished client service skills. (So, if excellent client service is your thing – this may be ...
We are always looking to add STAR client service professionals to our dynamic and growing. Client Service Operations Team as a Senior Associate. The Senior Associate works in a team setting to assist our Wealth Managers in responding to client needs and requests. This position has significant direct contact with our clients and requires superb and highly polished client service skills. (So, if excellent client service is your thing – this may be ...
Job Description. Job Description. Our growing Accounting & Banking Services (ABS) team is part of our Exclusive Family Office group, which specializes in helping our high-net-worth clients with their personal and entity accounting. We are looking for a motivated staff accountant to join our team to assist with accounts payable, accounts receivable, reconciliations, and monthly close. You'll work closely with experienced professionals, gain valuab...
Job Description. Job Description. We are Aspiriant. . a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission. one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between...
What we are looking for. As a member of the Client Service Operations Team at a financial services firm, the Investments Trader is accountable for executing trades, communicating directly with custodians for any information needed, processing trades, processing manual trade requests, generating quarterly trading statistic reports, and managing Advisor or Portfolio Administrator requests. The Investments Trader has a significant amount of direct A...
Job Description. Job Description. Spend your summer with our industry experts (Certified Financial Planners, Certified Financial Analysts, and Certified Public Accountants) building relationships and learning what it takes to offer exceptional service in helping our high-net-worth clients achieve their financial goals. In this eight-week program, you will work with a variety of client service teams, assisting our Wealth Managers in providing weal...
Job Description. Job Description. Spend your summer with our industry experts (Certified Financial Planners, Certified Financial Analysts, and Certified Public Accountants) building relationships and learning what it takes to offer exceptional service in helping our high-net-worth clients achieve their financial goals. In this eight-week program, you will work with a variety of client service teams, assisting our Wealth Managers in providing weal...
