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
Maintain Internal Systems
• Maintain Portfolio Accounting Software and CRM
• Ensure data integrity; deploy efficient audits through use of available tools
• Identify, understand, and provide input related to enhancements, system integrations, and data transformation requirements
• Remain current on product releases and roadmaps
User Support
• Liaise between business unit and network
• Manage user experience including creating, updating, and terminating users as well as setting up appropriate profiles and permission sets to adhere to firm’s compliance guidelines
• Manage portal access for clients
• Provide support/training on Portfolio Accounting Systems and CRM and respond to internal inquiries
• Support bulk deliverable needs across the organization (renaming files, mail merge, posting documents)
Reporting and Billing
• Maintain client performance reports within the Portfolio Accounting Software
• Provide business intelligence by creating/maintaining reports and dashboards
• Generate timely monthly/quarterly corporate financial reports
• Generate ad hoc reports to meet internal Compliance requests/audit requirements
• Produce and audit client invoices based upon data in portfolio accounting system and CRM
Qualifications & Requirements
• Bachelor's degree
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, SharePoint, Financial Planning software
• Strong understanding of investment, CRM, and custodian data
• Ability to quickly learn new software
• Excellent team player with strong communication skills
• Detail-oriented with excellent analytical and organizational abilities.
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
Competencies
• Accuracy
• Deadlines
• Organization
• End-user focus
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:
• Flexible & Hybrid Work Program
• 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 o
Location: Columbus, OH
Posted: Sept. 26, 2024, 11:04 a.m.
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