Operations Associate (Financial Services)

About the role

The Bahnsen Group (TBG) is seeking an Associate to join their Operations Department. The role is a full-time, in-office position in their Minnetonka, MN 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 be the advisor's right-hand person in driving the client experience.

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 3 years of administrative experience (customer service experience plus)
• Bachelor's degree preferred
• Strong organizational skills
• Attention to detail
• Excellent written and oral communication skills
• Proficiency in MS Office applications (Word, Excel)