What are the responsibilities and job description for the Family Office Manager position at Corient Services LLC?
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.
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
Qualifications & Requirements
Bachelor’s degree in Accounting or related field required.
CPA certification and experience in public accounting, strongly preferred.
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
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.
This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $150,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
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. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
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.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing 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.
Salary : $150,000
