The Bahnsen Group · 1 month ago
Operations Associate - Wealth Management
San Jose, CA 95125, USA
Full-time
Onsite
Mid Level
3+ years expThe Bahnsen Group is a leading private wealth management firm known for its exceptional culture and client impact. They are seeking an Operations Associate to provide operational support to advisors and clients, ensuring a high-quality client experience through various administrative tasks.
AdviceFinancial ServicesWealth Management
Responsibilities
Prepare and process paperwork for new accounts, account transfers, account maintenance, money movement, required minimum distributions, and tax payments
Monitor and confirm transactions in client accounts to ensure timely and accurate completion
Liaison between the custodian and client
Client service and communications
Go-to person for advisors and clients
Client hospitality and service
Front desk telephone and front office work
Qualification
Required
Minimum of 3 years of administrative experience (customer service experience plus)
Strong organizational skills
Attention to detail
Excellent written and oral communication skills
Proficiency in MS Office applications (Word, Excel)
Benefits
Full benefits package including medical, dental, vision, and disability
401(k) plan with TBG contribution of 3% of compensation
Discretionary annual bonus
Company
The Bahnsen Group
The Bahnsen Group offers investment strategies and wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joseph Klein, CFP®, CEP®
Chief Operating Officer
David L. Bahnsen
Chief Investment Officer, Managing Partner
Recent News
2025-11-11
2025-07-30
Company data provided by crunchbase