Corient
Corient Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers accidental death & dismemberment insurance
Offers life insurance
Offers dental insurance
Offers health insurance
Offers Health Savings Account (HSA)
Offers Flexible Spending Account (FSA)
Offers vision insurance
Provides family medical leave
Offers generous parental leave
Company Culture
Provides commuter benefits
Provides free snacks and drinks
Career Growth + Development
Provides customized development tracks
Job training & conferences
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid holidays
Provides bereavement leave
Offers paid volunteer time
Provides paid sick days
Recently posted jobs
Professional Services • Financial Services
Serve as the estate planning and wealth transfer subject matter expert for high- and ultra-high-net-worth clients. Develop and communicate strategies involving trusts, tax planning, asset protection, charitable giving, family governance, and business succession. Partner with Wealth Advisors and external legal and tax professionals, support business development, train advisors, mentor planners, and contribute to the firm's wealth planning strategy and thought leadership.
Professional Services • Financial Services
Monitor and process equity and fixed-income trades, confirmations, settlements, corporate actions, cash deficiencies, and failed trades. Reconcile client cash and asset positions against custodian records, research exceptions, maintain transaction documentation, verify tax-lot and cost-basis settings, and provide activity reports. The role also supports traders, custodians, brokers, and client service teams while ensuring accurate, compliant transaction processing.
Professional Services • Financial Services
Provides operational and client-service support for wealth management teams by preparing custodian, managed-account, subscription, and tax documentation; processing transfers, distributions, and account updates; supporting bill pay and accounting in QuickBooks; preparing financial reports; organizing quarterly meeting materials; tracking tasks; and assisting with office administration and special projects.
