About this role
Join Corient as an Associate, Personal CFO, where you will perform essential bookkeeping, vendor management, and reconciliation tasks to support high-net-worth individuals and families. This role offers a unique opportunity to contribute to a leading global wealth management firm while developing your accounting expertise.
What we are looking for 6
- Perform daily, weekly, and monthly bookkeeping functions
- Manage vendor relationships and process invoices
- Process Form 1099s and record journal entries
- Reconcile bank, brokerage, and credit card statements
- Maintain client files and respond to client requests
- Bachelor's degree in accounting and 2+ years of experience
Work authorization
- Must be a U.S. citizen or permanent resident.