Descri\u00e7\u00e3o completa do cargo
A Ballentine Partners \u00e9 uma empresa independente l\u00edder em gest\u00e3o de patrim\u00f4nio com sede na regi\u00e3o de Boston, com escrit\u00f3rios adicionais na Fl\u00f3rida e em New Hampshire e clientes em todo o mundo. As fam\u00edlias de nossos clientes confiam em n\u00f3s para sermos seus consultores mais confi\u00e1veis. Trabalhamos arduamente para ajud\u00e1-los a simplificar suas vidas financeiras complexas e garantir que o impacto de seu patrim\u00f4nio esteja alinhado com suas metas. Acreditamos que um equil\u00edbrio saud\u00e1vel entre vida pessoal e profissional \u00e9 essencial para o sucesso, e nossa filosofia de remunera\u00e7\u00e3o e estrutura de equipe promovem um ambiente de trabalho colegiado. Somos realmente uma equipe; acreditamos uns nos outros e nos apoiamos mutuamente enquanto trabalhamos para atingir um objetivo comum. Estamos procurando pessoas apaixonadas, atenciosas, curiosas, inovadoras e colaborativas para se juntarem \u00e0 nossa 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)
\u00c9 capaz de receber orienta\u00e7\u00f5es de v\u00e1rias fontes e priorizar uma variedade de tarefas diariamente
Pode trabalhar de forma independente e em uma estrutura de equipe com um grupo diversificado de pessoas
\u00c9 altamente organizado, com grande aten\u00e7\u00e3o aos detalhes
Is comfortable working with senior stakeholders
Possui altos padr\u00f5es profissionais, discernimento e discri\u00e7\u00e3o
Possui s\u00f3lidas habilidades de comunica\u00e7\u00e3o, verbal e escrita
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 is an Equal Opportunity Employer, and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.<\/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\/pt-br\/wp-json\/wp\/v2\/job-listings\/13396","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kick-start.us\/pt-br\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/kick-start.us\/pt-br\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/kick-start.us\/pt-br\/wp-json\/wp\/v2\/users\/10"}],"wp:attachment":[{"href":"https:\/\/kick-start.us\/pt-br\/wp-json\/wp\/v2\/media?parent=13396"}],"wp:term":[{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/kick-start.us\/pt-br\/wp-json\/wp\/v2\/job-types?post=13396"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}