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Are you passionate about adding value by improving performance reporting and internal processes? If so, our position may be the next great step in your career in financial services. The Operations Associate reports to our Operations Manager and works very closely with three other Operations Associates.
Our operations team supports our 8 wealth management teams by managing our investment reporting, billing and portfolio rebalancing systems, delivering quarterly investment performance reports and management fee invoices, answering questions on investment performance, running ad hoc reports for teams, and working with other back-office teams to support their functions.
This position is located in South Lake Union. We have a flexible hybrid work environment (in office Mondays and Wednesdays).
Responsibilities will include:
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 26 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Seattle, Mercer Island, Bellevue, Kirkland, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $75k - $100k plus an annual bonus and a generous benefits package.
As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.
From: Coldstream Wealth Management
Full Time
$75k-105k (estimate)
04/26/2024
06/25/2024
coldstream.com
Bellevue, WA
100 - 200