The Bahnsen Group · 1 day ago
Operations Associate (Financial Services)
Cranberry Twp, Cranberry Township, PA 16066, USA
Full-time
Onsite
Entry Level
$70K/yr - $95K/yr
3+ years expThe Bahnsen Group is a private wealth management firm aiming to provide exceptional wealth management services. They are seeking an Associate to join their Operations Department, where the role involves providing operational support to advisors and clients, ensuring a high-quality client experience.
AdviceFinancial ServicesWealth Management
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
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
Discretionary company bonus up to 15% of salary
Discretionary Advisor paid bonus
Full benefits package including medical, dental, vision, and disability
401(k) plan with TBG contribution of 3% of compensation
Company
The Bahnsen Group
The Bahnsen Group offers investment strategies and wealth management services.
51-200 employees
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 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