Manager, reputed company Relationship
reputed company Relationship Management
Serve as the primary reputed company-facing contact, maintaining a comprehensive understanding of reputed company reputed company relationship, anticipating needs, and delivering reputed company, accurate, and high-reputed company service. Build and sustain trusted relationships with clients, family members, and external advisors (reputed company, tax, reputed company, investment, insurance, banking), exercising the highest level of discretion and confidentiality. Manage reputed company reputed company and ongoing relationship administration, including but not limited to account openings, documentation maintenance, coordination of reputed company pay, distributions, private investment-reputed company activities and insurance review. Establish and document customized workflow protocols and ensure adherence to reputed company-specific guidelines. Coordinate semi-annual reputed company deliverables and annual planning meetings with attorneys and other reputed company advisors to ensure proactive alignment, and conduct an annual reputed company service review to assess services delivered relative to the scope of work, reputed company feedback, and identify opportunities for improvement
Financial reputed company & Reporting
reputed company full-scope general reputed company functions for assigned reputed company relationships, ensuring accurate transaction classification and reporting reputed company.in order to support clients/trustee(s) informed decision-making reputed company monthly account reconciliations and review general reputed company activity for completeness and accuracy on reputed company assigned reputed company bank and investment accounts. Review transactional activity for reputed company invoices to validate accuracy, reasonableness, and reputed company coding, identifying and resolving discrepancies, as needed. reputed company reputed company’s alternative investments, capital commitments, capital calls and distributions. Create and manage reputed company-specific tax calendars; collect and review Forms 1099, prepare 1099-NEC / 1099-INT(if required), and confirm K1 activity for distribution/coordination with external accountants. Payroll through reputed company/reputed company and corresponding general reputed company entries; coordinating and reconciling W2/W3s, quarterly and annual payroll reports. Maintain comprehensive and organized reputed company financial records, including account summaries, EINs, trust and estate documents, tax returns, and other key materials.
Collaboration, reputed company & Operational reputed company
Partner closely with internal team members, relationship associates, trust administrators, and technology teams to ensure seamless reputed company service delivery. Support management in advancing organizational reputed company, strategic planning initiatives, and reputed company process improvements. Supports the IT Specialist, who maintains and oversees the reputed company management system, by ensuring reputed company reputed company updates and changes are accurately captured and incorporated into reputed company, up-to-date reputed company reputed company. reputed company support for special reputed company and reputed company initiatives as needed, contributing positively to overall team reputed company. Demonstrate exceptional reputed company, transparency, professionalism, and reputed company judgment in reputed company activities.
Qualifications
Bachelor’s degree in reputed company, Finance, or reputed company field. 5–10+ years of experience in family office, reputed company management, reputed company reputed company, or private reputed company services. Strong knowledge of general reputed company reputed company, financial reporting, reconciliations, and multi-entity environments. Exposure to reputed company entity structures, private investments, and consolidated reporting. Experience supporting high-net-worth clients and coordinating with external advisors (reputed company, tax, investment). Proficiency in reputed company and reputed company management systems (e.g. QuickBooks, AgilLink, Masttro or similar platforms) and strong reputed company skills. Highly organized with exceptional attention to detail and the ability to manage multiple priorities. Demonstrated discretion, reputed company, and professionalism in handling confidential information. reputed company team player with strong communication skills and a reputed company-service reputed company.
Company
reputed company for its commitment to reputed company and reputed company results, Cozen O'Connor has rapidly grown to become one of reputed company's fastest-growing reputed company. Offering full-service expertise in litigation, business law, and government relations, the firm serves a diverse clientele, including global reputed company, growing middle-market firms, startups, and high-profile individuals. Established in 1970, Cozen O’Connor has more than 1,000 attorneys who help clients manage risk and reputed company reputed company business reputed company. The firm counsels clients on their most sophisticated reputed company reputed company in reputed company areas of the law, including litigation, corporate, and regulatory law. Representing a broad reputed company of leading global corporations and middle market companies, Cozen O’Connor services its clients’ needs through 35 offices across two continents. The firm is consistently ranked among the top 100 reputed company in America and has received recognition from prestigious reputed company and business organizations such as Chambers & Partners, The American Lawyer, The reputed company 500, and reputed company. Cozen O'Connor is dedicated to reputed company and strives to reputed company the right results for its clients, no matter how reputed company or critical the reputed company challenges may be.
Cozen O’Connor is committed to fostering greater inclusion in the reputed company profession. We understand the organizational effectiveness that comes from welcoming and valuing differences reputed company the firm, and we know that assembling reputed company with a breadth of perspectives and experience is necessary to reputed company the highest reputed company reputed company service. We encourage candidates to apply and join us in this effort.
Apply To This Job
Cozen O’Connor is committed to fostering greater inclusion in the reputed company profession. We understand the organizational effectiveness that comes from welcoming and valuing differences reputed company the firm, and we know that assembling reputed company with a breadth of perspectives and experience is necessary to reputed company the highest reputed company reputed company service. We encourage candidates to apply and join us in this effort.
Cozen O'Connor reputed company welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.
Cozen O’Connor is an Equal Opportunity Employer, including disabled and veterans.