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
- Review and approve all money movement on behalf of clients as directed by advisors per Current Policies and Procedures
- Review, reconcile, and verify client money movement transactions
- Liaise with custodians to resolve issues that could result in delayed money movement
- Release approved wire/check/journal/ETF at custodian
- Manage and reconcile client deposits
- Prepare daily reports toidentifytransactions that require coding and coordinate with team to ensure all transactions are coded correctly
- Obtain information from custodians on any uncashed checks monthly and preparereportto advisors
- Support / fulfill other client support duties, quarterly reports, and special projects as needed
- Train client success teamregardingpolicies and procedures around money movements
- Complete all tasks in Salesforce inan accurateandtimelymanner
Qualifications & Requirements
- Bachelor's degree OR Equivalent Experience
- Preferred experience with Salesforce, Portfolio Accounting Software,DocuSign, Microsoft Suite (competency or ability to learn quickly)
- Experience with custodian interactionrequired– knowledge of custodians' processes and procedures
- Customer service background preferred
- Excellent verbal, written, analytical, and organizational skills
- Ability toidentify, meet and follow through with client needs and requests
- Able to work independently
- Enjoy being part of a team
- Must be highly flexible and confidential with all client and firm matters
Competencies
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.Additionalduties and responsibilities may be assigned with or without notice.
Pay Information
This position isnon-exemptand is paid according to the laws of the State ofWashington.The pay range for this position is$28.10 - $42.20USD perhour.We are required to provide a reasonable estimate of the compensation range for this role.This rangetakes into accountthe 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 aredeterminedbased 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. Corientseeksto make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
- This position may require the ability tolift upto 15 pounds.
- This position isrequiredto workonsite4 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 bedeterminedbased on shortage of qualified candidates with a particular skill. Corient willrequireproof of work authorization.
- Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that youare authorized towork 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 completedthe FormI-9.
- Must be willing to executeCorient’sEmployee 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
- Corporate Discount Program - Perkspot
- 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 than10,000 clientsand manage over$100 billionof assets through officeslocatedacross 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 fullyutilizingthe 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, geneticinformationor any other basis prohibited by law.
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
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 one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. 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.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.
