Client Personal Assistant

Description

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.

Your Impact :

• Providing day-to-day support to Client through Concierge & Personal Assistant services
• Carrying out personal, ad-hoc errands, including navigating items between Client's Home (Upper West Side) and Client’s Office (Midtown) as well as Corient Office (Midtown) as needed
• Researching information and creating comprehensive summaries of findings and analyses to suggest potential next steps
• Preparing documents, routine correspondences and presentations
• Assisting with Medical and Health related paperwork and scheduling
• Helping troubleshoot client IT-related issues and guiding client through step-by-step instructions in managing device-related issues
• Liaising between Client and workers in Client home, tracking all work conducted in a log as well as supervising projects. Developing and managing vendor relationships. Assisting with all documentation for workers to be approved by building management
• Maintaining various documentation and logs for Client such as : Subscriptions, Car Services, Expenses, Site Work, etc.
• Coordinating the ordering and delivery of items through various modes of delivery (certified mail, FedEx, etc.) and tracking / reporting on progress
• Executing logistics for personal vacations and travel including flights, hotels, ground transportation, transfers, etc. and providing a detailed itinerary for the Client, when requested
• Lead and manage special projects as direct by the Client or your Manager. Monitor progress, prepare updates and report on project status
• Implementing and managing efficient administrative processes and systems
• Other duties as assigned

What You’ll offer :

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.

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $115,000 - $165,500 per year. 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

U.S. Eligibility Requirements

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 :

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. 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.