Location
toronto
Job Type
Full-time
Posted
July 04, 2026
Job 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.
Responsibilities
- Provide support to the advisory teams by administering client data gathering, paperwork preparation and monitoring, and ongoing administrative support
- Maintain CRM (Client Relationship Management) system with client information, tasks, workflows, etc.
- Facilitate account transfers with timely communication regarding status updates to advisory team
- Main point of contact with custodi...