Operations Assistant:

Your Roles & Responsibilities:

We seek an Operations Assistant to provide support to the Operations Manager and interact fully with our team of advisors, outside fund managers and existing clients to provide excellent service in all respects. Your focus will include the following:

  1. Being our primary operations contact with clients relative to opening new accounts and responding to various client requests along with preparing required documentation
  2. Manage client accounts on a daily basis through internal software and web-based services
  3. Assist the Operations Manager in all areas of firm compliance, IT security and organizational efficiency by proactively searching for improved practices and products

Minimum Qualifications:

  • Prior operations experience in the investment industry
  • Outgoing attitude and personality to comfortably interact with clients to solidify long-term relationships
  • Proven ability to be accurate, efficient and reliable with multiple functions
  • Desire to become part of a growing team in a casual environment where everyone wears many hats and no task is too small
  • Curiosity to learn about a wide range of alternative investments, from private hedge funds to real estate
  • Possess a maturity level to be self-directed and responsible for both yourself and your work

Compensation & Benefits:

  • Salary based on your experience
  • Contingent pay based on individual performance and team profit sharing results
  • Benefits begin with 50% health care coverage and will expand over time
  • If your commitment and success are long-term, participation in an ownership succession plan as the firm gets passed from one generation to another