Operations Associate

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

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.

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. This position plays a key role in how we deliver service to our clients. Salary is commensurate with experience.

Responsibilities & Common Activities

Knowledge, Skills, & Abilities

Requires:

• Excellent attitude and an extraordinary client service (internal/external) 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 financial services, RIA, broker-dealer or banking

• Be punctual, reliable and highly organized

• Following professional dress code

Helpful:

• Experience with CRM (i.e., Junxure, Salesforce, 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., LaserApp, Docusign)

• Experience with workflow

• Interest in and knowledge of financial markets and investment securities.

• Interest in technologies, systems, integration

Benefits:

• Competitive compensation depending on experience.

• A 401(k) retirement plan.

• Medical, dental, vision and life insurance available.

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, resumes, 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, and responses to the above questions will not be considered.