Descripci\u00f3n completa del puesto
Ballentine Partners es una firma independiente l\u00edder en gesti\u00f3n de patrimonios con sede en el \u00e1rea de Boston, oficinas adicionales en Florida y New Hampshire y clientes en todo el mundo. Las familias de nuestros clientes conf\u00edan en nosotros como su asesor de mayor confianza. Trabajamos duro para ayudarles a simplificar sus complejas vidas financieras y garantizar que el impacto de su patrimonio est\u00e9 alineado con sus objetivos. Creemos que un equilibrio saludable entre el trabajo y la vida personal es esencial para el \u00e9xito, y nuestra filosof\u00eda de compensaci\u00f3n y estructura de equipo fomentan un entorno de trabajo colegiado. Somos realmente un equipo; creemos los unos en los otros y nos apoyamos mutuamente mientras trabajamos por un objetivo com\u00fan. Buscamos personas apasionadas, atentas, curiosas, innovadoras y colaboradoras para unirse a nuestra empresa.<\/p>\n
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Not sure you meet 100% of our qualifications? That\u2019s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds.<\/p>\n
In this position, the candidate will work in a matrix environment with internal teams to support our clients\u2019 unique financial operations requirements. These activities include, but are not limited to:<\/p>\n
Support onboarding of new clients, including opening of new accounts
Execute cash and asset transfers
Monitor and forward alerts regarding overdrafts and other issues
Maintain client accounts in good order and update client information as needed
Collect and file account statements and year-end tax information
Comply with regulatory and internal process requirements
Perform special projects and other duties as needed
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The right candidate will be someone who:<\/p>\n
Can learn new things quickly
Can take initiative and act proactively (i.e. anticipates problems, raises suggestions)
Can take direction from multiple sources and prioritize a variety of tasks daily
Can work both independently and in a team structure with a diverse group of people
Is highly organized with a very strong attention to detail
Is comfortable working with senior stakeholders
Has high professional standards, judgment, and discretion
Has strong communication skills, verbal and written
Has excellent interpersonal and relationship skills, including a positive attitude
Has excellent skills navigating the Microsoft basic suite (Outlook, Excel, PowerPoint)
A Bachelor\u2019s Degree is preferred. At least 1 year of experience in an operational role at a bank or financial institution is preferred.<\/p>\n
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Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short term disability, long term disability and life insurance as well as cost sharing on medical insurance. We offer extensive time off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program as well as support certifications and continuing education for our team members. On top of all this, Ballentine is a family friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.<\/p>\n
For more information on our culture please view our Stakeholder Report and Culture page.<\/p>\n
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Ballentine Partners compensation is made up of a base salary and performance bonus. The hourly range for this position is $24 to $31 and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.<\/p>\n
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We will sponsor applicants for work visas for those already within the US.<\/p>\n
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Ballentine Partners es un empleador que ofrece igualdad de oportunidades, y estamos dedicados a proporcionar un entorno inclusivo para todos los empleados. Todos los empleos se basan en las cualificaciones, los m\u00e9ritos y las necesidades de la empresa. Animamos a presentar candidaturas a quienes compartan nuestro compromiso de promover una comunidad diversa, acogedora e integradora.<\/p>","protected":false},"author":10,"featured_media":0,"template":"","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"pmpro_default_level":"","_promoted":"","_job_location":"New Hampshire, United States","_application":"https:\/\/www.simplyhired.com\/job\/67TPpNRKejnsCMbsVD05LN4CiSeTaWlmbVHuZ8HX51PSyIFYc6PtQg","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":"","_joinchat":[]},"job-types":[396],"class_list":{"0":"post-13396","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"pmpro-has-access","7":"job-type-visa-sponsorship"},"_links":{"self":[{"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/job-listings\/13396","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/users\/10"}],"wp:attachment":[{"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/media?parent=13396"}],"wp:term":[{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/kick-start.us\/es\/wp-json\/wp\/v2\/job-types?post=13396"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}