About this opportunity
Corient lists this Family Office Associate opportunity in fort lauderdale, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Join to apply for the Family Office Associate role at Corient
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.
Location: Jupiter, FL
Overview
We are seeking a highly motivated, detail-oriented, and experienced Family Office Associate to join our team, reporting to a Family Office Manager.
Responsibilities
Performing basic bookkeeping functions on a daily, weekly, monthly basis; including:
Creating new vendors
Recording vendor invoices in the general ledger as accounts payable
Prepare payments (checks, ACH, wires) of vendor invoices and submit for review
Recording cash movement transactions from financial institutions
Record purchase of assets, capital improvements
Prepare journal entries for payroll, accruals and prepaid expenses
Credit card statement processing – system input and review of supporting documentation
Meticulous maintenance of client files/records in shared network folders
Daily tracking and following up on transactions, including vendor maintenance
Completing vendor, credit and other applications on behalf of clients
Requesting completed W9 and NDA forms from vendors
Communicating with vendors and following up on inquiries
Processing 1099s
Collecting invoices for annual sales tax return
Responding promptly to client’s various requests
Familiarity with financial statements
Ad hoc analysis and reporting
Qualifications & Requirements
Bachelor’s degree in accounting
2+ years’ accounting experience focusing on A/P, Journal Entries, Bank Reconciliations and Data Entry
Strong proficiency in Excel (including pivot tables and v-lookups)
Expeditious and accurate data entry skills
Highly motivated self-starter; independent worker
Able to communicate well (both verbal and written) and build relationships within teams
Possesses core self-management skills: time management, organization, prioritization, resourcefulness, problem-solving
Detail oriented, Intelligent; Inquisitive
Exhibits accountability and ownership
Strive for continuous improvement
Experience with MS Dynamics, NetSuite, and/or SalesForce
Family Office Experience preferred
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.
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 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
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 one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. 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.
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Worksite address
fort lauderdale, FL, 33336, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.