Three Bridge Wealth Advisors: Operations Associate
Remote
Clients – Clients /
Full-time /
Remote
Job title: Operations Associate
Want to be part of a company that helps first-generation, financially successful individuals align their wealth and values? Are you a self-starter interested in leveraging your attention to detail and flawless communication skills to propel unsurpassed service? If so, we have just the opportunity for you!
Location: Portola Valley, CA (remote), must be located in Pacific Time
Comp range: $65,000 - $85,000 DOE
Benefits:
• Medical
• Dental
• Vision
• Life
• 401K – employer matched, begins one year after hire
• Bonus – based on performance
Three Bridge Wealth Advisors' mission: https://www.threebridgewa.com/
We strive to transcend our fiduciary role and become truly trusted counsel to first-generation, financially successful individuals and families so they achieve what is most important to them with the highest degree of certainty.
Why this role exists: At Three Bridge Wealth Advisors, the “little things” really are the BIG things. Everything the Operations Assistant does reflects on the firm, from perfect paperwork to punctuation and an eye for detail when dealing with financial figures. This role is vitally important in fulfilling our mission of being the truly trusted counsel for first-generation financially successful families.
What’s in it for me?: Our ideal candidate is passionate about exemplary service and is excited to wear the many hats necessary to assist team members and clients. We design, implement, and manage comprehensive solutions that advance our clients’ and their families’ values. As a team member, you will have the freedom and tools to make a major impact with tremendous growth potential in your role.
Responsibilities / Outcomes:
• Support the Manager of Operations, the Directors, and the entire Three Bridge team
• Deliver superior client service
• Perform a wide array of tasks related to operations (account opening and maintenance, sending and tracking multiple wire transfers, confirming distributions, confirming data/input data on various applications)
• Assist clients with questions and requests related to their accounts
• Manage team inbox: ensuring investment data has been received in our reporting software; troubleshooting with vendors and partners
• Assist in onboarding new clients: preparing presentations, requesting client data, data input to our CRM, preparing detailed applications
• Ad-hoc projects
Required experience:
• 1-2 years in an operations support, administrative, or EA role
• Flawless written and verbal English
• Bachelor’s Degree (at minimum)
• Proficient with Word, PowerPoint, Outlook, Excel, and MAC
Beneficial experience:
• 6 months to 2 years experience in financial services preferred but not required
Core competencies / hard skills:
• Detail-oriented with a focus on accuracy and compliance
• Meticulous, analytical, and resourceful
• Team player who welcomes feedback with the goal of continuous improvement
• Proficiency in technology a must – experience with financial reporting systems, Salesforce, and Excel skills are preferred but not required
• Understanding alternative investments and financial operations is preferred but not required
• A ‘can-do’ attitude and a willingness to do whatever tasks are necessary to make sure that the work is done on time
• Maintain poise, presence, and professionalism with affluent clients
• Strong organizational skills with the ability to prioritize and handle multiple projects
• Eager to take ownership of projects and responsibilities
• Ability to work in a fast-paced, small company environment
Soft skills:
• Client-service oriented
• You respect the opinions of others but speak up when you think improvements can be made.
• High EQ, especially with clients (understanding their nuances, etc.)
$65,000 - $85,000 a year
