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$69k–$86k/yr
Full-time
bachelor degree
401(k) Plan With Employer Matching, Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, AD&D Insurance
Posted 42d ago
~40 hrs/week
Responsibilities
Manage the end-to-end onboarding process for new clients and maintain accurate account records and systems. Provide high-level internal and external client service while performing daily reconciliations and resolving complex inquiries.
Requirements
Requires a BA/BS degree and a minimum of two years of experience in financial services, preferably within an RIA firm. Proficiency in MS Office and experience with wealth management tools like Salesforce, Tamarac, and Addepar is highly valued.
Full job description
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.
Job Description
Responsibilities:
Manage end-to-end process of onboarding new clients, from straightforward to the most complex; prepare custodial paperwork to facilitate initial account investment, establish accounts with custodian, and reconcile holdings and cost basis on new and transferred accounts
Provide superior internal and external client service by anticipating client needs, managing expectations and delivering quality product in a timely manner
Trains, mentors and assists with other team members’ questions
Develop skill sets to support additional areas of expertise, including Digital Concierge, technology tools, cost basis expert, financial planning
Maintain client accounts, records, and systems in accordance with firm standards
Perform daily reconciliation of internal accounting system with custodians
Research and resolve client inquiries, including the most complex, in a timely manner
Review daily reports and alerts to ensure data integrity
Develop and maintain procedures and training materials
Educate clients on account services and capabilities, participate in client meetings, including review of account materials for signature and digital concierge
Participate in monthly, quarterly, and annual reporting processes
Other duties and projects, as assigned
Qualifications and Requirements:
BA/BS degree required
Minimum two (2) years’ work experience in Financial Services; working knowledge of operations in a Registered Investment Adviser (RIA) firm preferred
Experience utilizing Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, and Salesforce CRM, a plus
Excellent written and oral communication skills required, including spelling, grammar, punctuation, and business writing
Proficient in all MS Office applications, particularly Word, Excel, and Outlook
Professional, personable, tactful, efficient, and self-motivated.
Collaborative, creative, team player, and problem-solver.
Strong interpersonal skills and sense of teamwork valued.
Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
Strong written and verbal communications skills.
Pay Information
This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $68,640-$85,800. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
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 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:
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 one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
Setting the standard for investment excellence and advice.
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Toronto, Ontario
LinkedIn followers
61,087
Total funding
$2.3B
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services.
Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
You can find job postings for all CI Financial companies on this page.
And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
How much do Administrative jobs in Washington pay?
Based on 1078 listings with disclosed salaries, most administrative jobs in Washington pay between $60k–$120k per year. Individual offers vary with seniority, company size, and specialization.
How many Administrative jobs are open in Washington right now?
There are currently 5,888 open administrative positions in Washington listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Washington?
Companies currently hiring include MultiCare Health System, PROVIDENCE MEDICAL INSTITUTE, UW Medicine, Costco Wholesale, Virginia Mason Franciscan Health, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Washington?
Yes — 762 of the 5888 open administrative positions offer remote or hybrid work (208 remote, 554 hybrid).
How do I apply for Administrative jobs in Washington?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.