Operations Associate- JBT Wealth Management

At JBT Wealth Management, we pride ourselves on excellent customer service. We offer comprehensive wealth management and investment services to individuals, companies, and institutions. We are looking for talented people that will prioritize the needs of our clients above all else. As a branch of B. Riley Wealth Management, Inc., one of the largest and fastest growing companies in the country, we are seeking high quality individuals with a strong work ethic and desire to grow.

The Operations Associate role is dedicated to supporting an office of advisors while maintaining excellent office standards. Responsibilities include, but are not limited to: drafting and processing paperwork for staff, running reports as needed by staff, answering the main line and directing calls to the appropriate parties, maintaining a stocked and fully functioning office, full operational support, and front desk management. The Operations Associate should perform all tasks with a sense of urgency and professionalism.

We are looking for someone with strong communication and interpersonal skills who is looking to grow a professional career. Those without industry experience are encouraged to apply as we will sponsor and finance the training for the SIE, Series 99, and Illinois Life Insurance license(s).

Minimum Qualifications:

· 2 years of professional experience

· Undergraduate degree (or equivalent work experience)

· Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint

· Strong written and verbal communication skills

· Detail-oriented with superior organization

· Excellent time management and ability to multitask

· Self-motivated with the capability to work independently and as part of a team

· Ability to adapt in a continually evolving marketplace

Preferred Qualifications:

· Knowledge of investment and banking products

· Background or interest in the finance industry

· Experience with professional phone etiquette

Pay and Benefits:

· $40,000 salary, yearly bonus opportunities, and performance-based bonus opportunities

· 401(k)* with a company match

· Healthcare plan

· Paid holidays

· Paid Time Off

· Company paid cell phone and laptop*

*Eligibility requirements apply

Reports to: Director of Operations

Securities offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC Additional disclosures at www.brileyfin.com/platform

Job Types: Full-time, Part-time

Pay: $35,000.00 - $40,000.00 per year

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• On-the-job training
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Travel requirement:

• Travel

Ability to Relocate:

• Chicago, IL 60606: Relocate before starting work (Required)

Work Location: In person