Teams at Corient

Perform daily-to-monthly bookkeeping for high-net-worth clients: accounts payable, journal entries, bank/brokerage/credit card reconciliations, vendor management, Form 1099 processing, transaction recording, client file maintenance, ad hoc analysis, and prompt client communication.

Provide high-level administrative support to multiple executives including C-suite: manage complex calendars, travel, meetings, expenses, presentations, and confidential information. Coordinate meeting logistics, vendor and relationship management, team events, ad-hoc projects and errands, and provide backup to other assistants while supporting internal and client-facing projects.

Provide tax compliance and planning for high-net-worth individuals and families, prepare and review individual, fiduciary, nonprofit, and entity tax filings, research complex tax issues, support time-sensitive client requests, and collaborate within a small integrated family office team.