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Corient · 3 weeks ago

Family Office, Client Solutions Intern: Summer 2026

New York, NY

Internship

Onsite

Intern

$25/hr - $25/hr

Start in 2026 Summer

Corient is a wealth management platform that helps high- and ultra-high-net-worth individuals and families preserve their wealth. The Client Solutions Intern will assist with various administrative tasks, including calendar management, document handling, and client asset management during the summer of 2026.

AdviceConsultingWealth Management

No H1B

Responsibilities

Calendar Management: Assist with scheduling, reminders, and maintaining calendars

Document Handling: Gather, notarize, and manage sensitive documents

Mail Management: Sort and organize mail, scan copies, and file documents in network folders

Bank Runs: Perform bank deposits and other related tasks

Data Entry: Use Sage General Ledger to populate data with property and personal asset details, including dates of acquisition, descriptions, and dollar amounts

Presentation Preparation: Print, collate, and bind presentation materials; prepare meeting agendas and PowerPoint slides for internal monthly team meetings

Client Asset Management: Maintain inventory and records of client assets

Tax Preparation: Assist with second quarter estimated tax preparation by gathering documents, logging into accounts, and pulling down information

General Ledger Account Mapping: Transition data from one system to another, perform account mapping, and conduct data mining in Excel using VLOOKUPs and pivot tables

Statement Management: Download AMEX statements, perform data analysis using pivot tables and VLOOKUPs, and prepare data for uploads

Qualification

Sage General LedgerExcel VLOOKUPExcel Pivot TablesPowerPointDocument ManagementCalendar ManagementData EntryClient Asset ManagementTax Preparation

Required

Must be 18 years of age or older

Must have unrestricted work authorization to work in the United States

Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement

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

This position may require the ability to lift up to 15 pounds

This position is required to work onsite 4 days per week