Corient
Associate, Personal CFO
US-GA-Atlanta-3344 Peachtree-2000 · Exec
No sponsorshipDetected 29 days ago
AccountingExcelQuickBooksCommunicationProblem SolvingTime ManagementAccounts Payable
About the role
- We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
- For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
- Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.
Responsibilities
- Able to communicate well (both verbal and written) and build relationships within teams
Requirements
- Bachelor's degree in Accounting
- Strong proficiency in Excel (including pivot tables and v-lookups)
- Must have unrestricted work authorization to work in the United States.
- Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Nice to have
- Preferred experience with Sage Intacct, QuickBooks Online, or similar accounting systems.
Skills
- Detail oriented, Intelligent; Inquisitive
- Exhibits accountability and ownership
- Strive for continuous improvement
- Family Office Experience preferred
- This position may require the ability to lift up to 15 pounds.
- This position is required to work onsite 4 days per week.
- Must be 18 years of age or older.
- 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
Compensation
- Processing Form 1099s annually, where applicable, Recording journal entries for cash transfers, payroll, accruals, asset purchases and capital improvements, as well as specific accounting related to clients personal assets
Benefits
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
Company info
- 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 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.
Visa & Work Authorization
- Must have unrestricted work authorization to work in the United States.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.