Cashiering Specialist

Position: Cashiering Specialist I
** Location**:
Atlanta, GA     
** Overview:
** This position will work in a client‐focused, team‐centered environment assisting the advisory team in servicing the needs of our clients. You must be organized, have outstanding attention to detail, excellent computer proficiency, and great communication skills. As a Cashiering Specialist, your deep understanding of firm policies, procedures, and technology, enables you to support advisors in their daily business practices. From maintaining back‐office efficiencies to driving firm initiatives, you work to ensure the client experience is second to none.
** Responsibilities
* * Support / fulfill other client support duties, quarterly reports, and special projects as needed Complete all tasks in Salesforce in an accurate and timely manner
** Qualifications & Requirements
** Bachelor's degree OR Equivalent Experience Preferred experience with Salesforce, Portfolio Accounting Software, Docu Sign, Microsoft Suite (competency or ability to learn quickly)

Experience with custodian interaction required – knowledge of custodians' processes and procedures

Excellent verbal, written, analytical, and organizational skills Ability to identify, meet and follow through with client needs and requests
** Competencies*
* * 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 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.
* 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.

At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do.  We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.
#J-18808-Ljbffr