Job Description

ASSOCIATE ROLE

We are looking for an Associate to join our Operations team! This is an opportunity to support the Investment Operations component of our business by administering the process that enables our clients to transact in alternative investments. The compensation for the role includes a competitive salary, bonus, and benefits package

PRIMARY DUTIES AND RESPONSIBILITIES

·Assist with processing of investor subscriptions, redemptions, capital calls & transfers

·Reconciliation of investor information with the fund administrator

·Communicate regularly with advisors and clients regarding administrative matters of the funds we utilize

·Work with the Solutions and Analytics team to ensure the market value of alternatives shown in client accounts are up-to-date and accurate.

·Complete training & gain proficiency in a variety of wealth management software tools.

INTANGIBLES WE LOOK FOR IN CANDIDATES

·Strong attentiveness to detail

·Strong verbal and written communication skills

·Strong customer service skills

·Eagerness to add value

·Team-focused

REQUIREMENTS

·Desire to explore a career in wealth management

·Bachelor’s degree (or commensurate education)

·Proficiency in MS Office applications (Word, Excel and PowerPoint)

Company Description

About The Bahnsen Group has built a strong reputation delivering investment strategies and wealth management experiences. The firm manages over $3 billion of client assets, and has developed fully-resourced departments in Operations, Investment Solutions, Research, Financial Planning, Communications, and Client Experience, with 25 employees, advisors, and partners. The Bahnsen Group is regularly recognized as one of the top advisors in the country by Barron’s, Forbes, and the Financial Times, and David has become a nationally sought-after financial markets commentator.