Location: West Palm Beach,FL, USA
ABOUT
At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. The Operations Team at the Bahnsen Group is an integral part of achieving this vision.
Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in nine locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; and Grand Rapids, MI) and 75 employees. The firm manages over $6.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +25% per year for nine years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
OPPORTUNITY
This is a unique opportunity to provide operational support to advisors and clients alike. You will be the advisor's right-hand person to help clients reach their financial goals. The position is an in-office role out of The Bahnsen Group's West Palm Beach, Florida office.
RESPONSIBILITIES
· Prepare and process paperwork for new accounts, account transfers, account maintenance, withdrawals and required minimum distributions
· 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
QUALIFICATIONS
· Administrative experience
· Strong organizational skills
· Experience working in customer service
· Ability to drive high performance in a fast-paced environment
· Attention to detail
· Excellent written and oral communication skills
· Salesforce, Fidelity, Schwab, and RIA experience are a plus
CONSIDERATION:
· Salary commensurate with experience
· Full benefits package Including medical, dental, vision, and disability
· 401(k) plan with TBG contribution of 3% of compensation