Operations Associate (Financial Services)

Operations Associate (Financial Services) The Bahnsen Group LLC Newport Beach, CA Job Details Full-time $70,000 - $95,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Vision insurance Qualifications Microsoft Excel Financial transaction processing Word processing Administrative experience Organizational skills Front desk Productivity software Withdrawals 2 years Communication skills Account opening Entry level Full Job Description ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. The Operations Team at the Bahnsen Group is an integral part of achieving this vision. Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in eleven locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX and Silicon Valley, CA) and 95 employees. The firm manages over $9.0 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for nine years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

OPPORTUNITY

The Bahnsen Group (TBG) is seeking an Associate to join their Operations Department. The role is a full-time, in-office position in our Newport Beach, CA office. This is a unique opportunity to provide operational support to advisors and clients alike. The role is highly engaging and fast-paced, offering daily opportunities to touch clients and impact their lives. You will work day-to-day with a team of two senior advisors and one junior advisor, in close coordination with our West Coast Operations Director, to support both advisors and clients. We are targeting a start date in the second quarter of 2026.

RESPONSIBILITIES

Prepare and process paperwork for new accounts, account transfers, account maintenance, withdrawals and required minimum distributions, and tax payments Monitor and confirm transactions in client accounts to ensure timely and accurate completion Liaison between the custodian and client Client service and communications Go-to person for advisors and clients Client hospitality and service Front desk telephone and front office work

QUALIFICATIONS

Minimum of 2 years of administrative experience (customer service experience plus) Strong organizational skills Attention to detail Excellent written and oral communication skills Proficiency in MS Office applications (Word, Excel)

CONSIDERATION

Salary commensurate with experience Discretionary company bonus up to 15% of salary Discretionary Advisor paid bonus Full benefits package including medical, dental, vision, and disability 401(k) plan with TBG contribution of 3% of compensation