Operations Associate (Financial Services) jobs in United States
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The Bahnsen Group · 2 hours ago

Operations Associate (Financial Services)

positionCranberry Twp, Cranberry Township, PA 16066, USA
timeFull-time
remoteOnsite
seniorityEntry Level
money$70K/yr - $95K/yr
date3+ years exp

The Bahnsen Group is a private wealth management firm dedicated to providing exceptional financial services. They are seeking an Operations Associate to support advisors and clients, ensuring a high-quality client experience through various operational tasks.

AdviceFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Prepare and process paperwork for new accounts, account transfers, account maintenance, withdrawals and 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

Administrative experienceMS Office proficiencyOrganizational skillsAttention to detailCommunication skills

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

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The Bahnsen Group offers investment strategies and wealth management services.
dateFounded in 2015
location
Newport Beach, California, USA
people-size51-200 employees
web-link
https://thebahnsengroup.com

H1B Sponsorship

The Bahnsen Group has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)

Funding

Current Stage
Growth Stage

Leadership Team

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Joseph Klein, CFP®, CEP®
Chief Operating Officer
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David L. Bahnsen
Chief Investment Officer, Managing Partner
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