Family Office Manager

Family Office Manager

We are looking for a Family Office Manager to join our Personal CFO Services area. This position is the primary relationship with clients and advisors and is responsible for serving multiple clients with a variety of family office accounting and financial services.

Responsibilities

Client Accounting Services

Onboard new clients, set up financial reporting processes and chart of accounts, establish client vendor and household relationships

Provide core accounting services: journal entries, payroll oversight, investment reporting, and manage/reconcile client data for ultra-high-net-worth families and related entities

Research and resolve issues or discrepancies with clients statements

Prepare client financial reports and analysis for individuals and related entities

Monitor and coordinate cash management

Support other client teams with review of reconciliations and final reports

Prepare year-end reporting of 1099s

Maintain tracking of charitable contributions, gifts, basis, and other items

Client Bill Payment Services

Review and approve client bill pay processing

Sync and reconcile bill payment account, research, and resolve discrepancies

Generate and compile client bill payment reports

Client Relationship Management

Primary day-to-day contact for client communications, project management, problem identification and resolution across multiple simultaneous client relationships

Develop client meeting material and lead meetings, as needed

Respond to inquiries from clients advisors (wealth, CPAs, attorneys, etc)

Provide financial data analysis related to client tax, estate, and charitable planning

Handle special projects as needed

Management

Day-to-day management/oversight of client team

Train new employees on policies and procedures

Oversight and accountability for team output

Requirements

Outstanding attention to detail and accuracy

Passion for exceptional client service

Positive and professional demeanor

Ability to adhere to strict process, control and confidentiality standards

Degree in Accounting or related field

CPA certification and experience in public accounting

Minimum 5-8 years experience working with individual finances and their investments

General understanding of foundations, trusts and estate planning, and their related tax treatments

Strong general ledger, accounts payable, payroll, income tax, investment and banking working knowledge

Must have a proven track record of working in a dynamic, fast-paced environment, requiring a high level of attention to detail while maintaining focus on the big picture

Strong prioritization, time management, project management and organizational skills.

Ability to handle and respond to multiple client and department demands in a timely manner.

Exceptional communication skills, both written and spoken with an understanding of professional services and client service

Location

Expectations is this individual to work in a hybrid capacity

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Plan Date

Medical Insurance | Cigna

Dental Insurance | Delta Dental

Preferred Provider Organization (PPO) - Delta Dental PPO and Delta Dental Premier

A PPO provides the freedom to use any dentist of your choice. A Delta Dental PPO provider will save you the most, while

Premier PPO Dentists have agreed to accept a lower negotiated fee for their services. Out-of-Network providers can balance

bill you for anything over the usual and customary. Manage out-of-pocket costs by remaining in-network where you will

receive deeper discounts and contracted pricing. We offer 2 plans:

Base PPO: Individual Deductible $50/ Family $150; Annual Plan Maximum $1,500, child orthodontia only

Buy–Up PPO: Individual Deductible $50/ Family $150; Annual Plan Maximum $2,000, adult and child orthodontia

Vision Insurance | EyeMed

Insight Provider and Insight Plus Networks

Vision insurance helps offset the costs of routine eye and also helps pay for vision correction eye wear, like

eyeglasses and contacts, that may prescribed by an eye-care Seeing a Insight Plus Provider will provide

added discounts. You can manage your out-of-pocket costs by utilizing in-network vision providers and reaping the benefits of

their deep discounts.

Benefits Overview

Deductible Individual In / Out-of-Network

Deductible Family In / Out-of-Network

Deductible Type In / Out-of-Network

$500 / $1,500

$1,000 / $3,000

Embedded

$1,500 / $4,500

$3,000 / $9,000

Embedded

Coinsurance In/ Out-of-Network 10% / 40% 20% / 40%

Out-of-Pocket Max Individual In/ Out-of-Network

Out-of-Pocket Family In/ Out-of-Network

$1,500 / $4,500

$3,000 / $9,000

$4,500 / $13,500

$9,000 / $27,000

$500 Deductible PPO OAP Buy Up $1,500 Deductible PPO OAP Base

Preferred Provider Organization (PPO) - Open Access Plus

You have flexibility to use any doctor or hospital, however, you’ll pay significantly less out of pocket if you use an in-network

doctor or hospital. For most doctor and specialist visits, you pay a copayment at the time of service. Preventive care services

are generally covered at 100%, with no cost share to you. We offer two PPO plans:

High Deductible Health Plan (HDHP) with Health Savings Account (HSA) - Open Access Plus

A HDHP is a high deductible health plan the provides benefits after the deductible has been met. Preventive care services are

covered at 100%, as long as your physician bills your visit as preventative. For other services, including routine office visits,

procedures, lab work, prescription drugs, etc., no benefits will be paid until your annual deductible has been met.

The HSA is a bank account paired with your HDHP allowing you to set aside money on a tax-free basis to pay your deductible

and other qualified out-of-pocket qualified expenses. It is important to note there are eligibility requirements to contribute to an

HSA, such as not being enrolled in Medicare. Please consult your Benefits Team for further details.

One key advantage of an HSA is that the money belongs to you, even when you change plans or retire. The funds roll over from

year to year and do not expire at the end of the year. Corient will contribute $62.50 to the HSA for Employee Only, and $125.00

for Family on a semi-monthly basis in 2025. The following two HDHP plans are compatible with HSA funding:

Deductible Individual In / Out-of-Network

Deductible Family In / Out-of-Network

Deductible Type In / Out-of-Network

$2,000 / $5,000

$4,000 / $10,000

Non-Embedded

$3,500 / $7,000

$7,000 / $14,000

Embedded

Coinsurance In/ Out-of-Network 20% / 40% 20% / 40%

Out-of-Pocket Max Individual In/ Out-of-Network

Out-of-Pocket Family In/ Out-of-Network

$4,500 / $10,000

$8,700 / $20,000

$6,000 / $14,000

$12,000 / $28,000

$2,000 Deductible HDHP OAP Buy Up $3,500 Deductible HDHP OAP Base

Benefits Summary

2025

Basic Life and AD&D Insurance | Mutual of Omaha

Basic Life Insurance helps ease your loved ones’ financial burden. Your designated beneficiary will receive a benefit if you pass

away from a covered accident or illness. In addition, Accidental Death and Dismemberment (AD&D) provides a benefit to your

beneficiary if you pass on or become dismembered due to a specifically covered accident. The life benefit amount is 2x your

annual salary plus commission and bonus for an amount up to $500,000. The cost of the benefit is 100% employer paid.

Short & Long-Term Disability | Mutual of Omaha

If you become ill or suffer an injury that prevents you from working, this form of disability insurance replaces a

portion of your income for a defined maximum period of time.

• Short-Term Disability replaces 60% of your weekly earnings with a maximum benefit of $2,500 per week

• Long-Term Disability replaces 60% of your weekly earning with a maximum benefit of $15,000 per week

The cost of these benefits are 100% employer paid.

Voluntary Term Life and AD&D Insurance | Mutual of Omaha

Voluntary Term Life and AD&D allows you to purchase additional coverage at your own financial expense to ease your loved

ones’ financial burden if something should happen to you. Always make sure your beneficiary information is up dated.

An employee’s maximum benefit election cannot exceed $600,000, with a guaranteed issue amount of $200,000.

A spouse’s maximum election cannot exceed 100% of what the employee takes out on themselves.

A spouse cannot exceed $250,000, with a guaranteed issue amount of $50,000

An employee may elect a $5,000,or $10,000 benefit for dependent children.

Your age and the amount of insurance you elect determines the premium you’ll pay. Costs will go up as you age. See your plan

documents for more detail.

Voluntary Critical Illness, Hospital Indemnity, and Accident | Mutual of Omaha

These voluntary plans are designed to help cover the gaps in your health insurance. Critical Illness insurance offers a lump-sum

payment in the event you are diagnosed with a major illness, such as cancer or a heart attack. Hospital Indemnity insurance

helps cover out-of-pocket costs for employees who have a covered stay in the hospital. Voluntary Accident insurance provides a

cash payment for a wide range of accidental injuries or a lump sum to cover medical expenses and deductibles.

Voluntary Cancer Advocate Plus | Chubb and HealthOme

Cancer Advocate Plus is a specialized plan designed to assess risk and provide support for individuals diagnosed with

cancer. This program typically offers a range of services aimed at helping you navigate a cancer journey. Benefits include cash

payments to you in the event you are diagnosed with cancer, along with personalized support, second opinions, treatment

guidance, educational resources and emotional support.

Employee Assistance Program (EAP) | ComPsych

Corient’s EAP service offers caring and professional assistance for a broad range of concerns, including stress management,

depression and anxiety, relationship or family conflicts, workplace conflicts, legal or financial difficulties, and drug or alcohol

abuse. Services are confidential—neither your employer nor your co-workers will have knowledge of your request for help. EAP

services are available 24 hours a day, seven days a week, for you and your eligible dependents. There is no cost; it’s just there

for you when you need it. ComPsych offers five therapy sessions per issue with trained counselors for each concern you may

have.

Flexible Spending Account (FSA) | Chard Snyder (A Wex Company)

FSA Accounts allow you to save money on a pre-tax basis to pay for qualified medical, dental and vision expenses, as well as

Commuter and dependent care expenses you may incur throughout the year. The money you contribute to your FSA is done on

a pre-tax basis, which means you are lowering your taxable income and not paying taxes when the money is used for qualified

expenses.

You’re eligible to contribute to a Health Care FSA, Limited Purpose FSA (for HSA enrolled members only), Dependent Care

FSA and a Commuter FSA. IRS maximums apply. Funds must be used for qualified expenses to avoid penalty.

And More...

Corient offers access to MMA's Employee Benefits Advocacy program, which is a specialized team dedicated to helping

employees navigate all of Corient’s insurance benefits to maximize their advantages. Additionally, employees have the

opportunity to participate in Corient's 401k program and invest through a Schwab PCRA. Corient also provides an Identity and

Fraud Protection plan, a Back-up Child and Eldercare benefit, and additional perk benefits that offer exclusive discounts from

your favorite brands and businesses.

NOTE: This Benefits Summary is merely intended to provide a brief overview of the Company’s employee benefit programs. Employees should review the Company’s

employee handbook and actual plan documents for the precise terms of such programs. In the event of any inconsistency between this Benefits Summary and such governing

documents, the governing documents will control. The Company reserves the sole and absolute discretion and right to interpret, apply, amend, discontinue or terminate,

without prior notice, any and all of the benefit programs referenced herein. Voluntary plans are individual policies and are not considered sponsored or endorsed plans by your

employer. See a benefit counselor for your customized quote for any additional benefit programs.

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