Operations Associate

Operations Associate

Bernhardt Wealth Management is seeking an Operations Associate to assist us in serving our clients. This is your chance to play a key role in the future success of our growing organization.

If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

Bernhardt Wealth Management

Bernhardt Wealth Management is an established, reputable, highly-recognized, independent wealth management firm in the Washington, DC Area. We believe in creating relationships built on a foundation of trust in order to make the maximum possible impact in the lives of our clients. We believe trust is earned and is the most important asset we manage.

When we work with clients, we:

• Genuinely care, and believe each client is unique and is at the center of all we do,

• Cultivate an environment of trust and listen generously so we can truly understand what’s important to each client,

• Act as each client's true fiduciary, not broker, with integrity in all matters and place each client's interests first and foremost,

• Serve as each client's unbiased personal chief financial officer; we coordinate with other professionals, help each client stay organized, and implement each client's plan so they can achieve their goals,

• Maintain a disciplined investment policy rooted in rigorous academic research to bring a sound, low-cost, market-driven investment strategy,

• Take the emotion out of investing to ensure each client makes informed, logical decisions, especially in challenging and uncertain times, and

• Steer each client through all of life’s milestones so they can live the life they want and leave the legacy that is important to them.

We are Bernhardt Wealth Management. We are authentic, caring, and competent financial advisors whose mission is to help our clients be the hero of their own story so they can make work optional and focus on creating the quality of life that reflects their deepest values.

Description

The Operations Associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps keep the office running smoothly, and ensures all client paperwork and processing is handled in a timely, accurate, and professional manner. Salary is commensurate with experience.

• Responsible for the entire client on-boarding process & communication with custodians
• Processes new accounts
• Handles miscellaneous operational activities
• Develops and maintains written systems of all activities
• Assist with special projects
• Performs other duties as assigned

Knowledge, Skills, & Abilities

Requires:

• Excellent attitude and an extraordinary client service orientation and/or financial administrative work
• A strong focus on getting the details right
• Excellent organizational and time management skills
• An ability to handle multiple tasks within tight time frames
• Proficiency with Microsoft Office Suite
• Strong analytical and research skills
• Comfortable with conflict resolution, strong sense of responsibility, personal accountability, and clear interpersonal communication skills
• Strong follow through to ensure entire task/process is complete
• Have bachelor’s degree or equivalent work experience, for example, three to five years in banking, accounting of general office environment
• Be punctual, reliable and highly organized.

Helpful:

• Experience with CRM (i.e., Junxure, Redtail)
• Experience with documents management systems (i.e., Worldox)
• Experience with portfolio management system (i.e., Orion, Portfolio Center)
• Experience with digital signing process (i.e., Docusign)
• Experience with workflow
• Interest in and knowledge of financial markets and investment securities.
• Interest in technologies, systems, integration
• Previous financial industry experience

To Apply

We offer a competitive salary and benefits and have a straightforward, professional and enjoyable work environment. You must submit all of the following: Cover letter, resume, salary history, and answers to the five questions below in electronic form to: office@bernhartdwealth.com.

1. What are the three most important three things for which you are looking in your next position?

2. What are the three things you would want to avoid in your next position?

3. If you could create your "ideal" job, what types of opportunities, responsibilities and work environment would you build around your "ideal" job?

4. What are some of your key goals in the next two years, next five years and next ten years?

5. If you were me, what should I have asked you and why? (In other words, list your question and answer it.)

Submissions without the cover letter, resume, salary history and responses to the above questions will not be considered.