Job Detail

ABOUT

At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives. The Business Administration Team at the Bahnsen Group is an integral part of achieving this vision.

Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in ten locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; and Dallas, TX) and 80 employees. The firm manages over $7 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +25% per year for nine years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.

OPPORTUNITY

The Business Administration Associate is a member of The Bahnsen Group's Business Administration department. This new role carries out a variety of administrative work as needed to aid The Bahnsen Group in their growing operations.

DUTIES & RESPONSIBILITIES

Record Keeping

• Organize and maintain accurate administrative files, spreadsheets and databases
• File electronic documents

Hiring/Onboarding

• Post jobs and review applicant resumes according to pre-determined criteria
• Assist with onboarding for all new employees
• Assist with employment-related inquiries from applicants, employees, and supervisors, referring complex and/or sensitive matters to the appropriate staff

Benefits

• Assist with benefit enrollments for new employees and any changes for existing employees
• Review monthly health insurance bills
• Assist with annual open enrollment process

Other duties as assigned

• Coordinate travel arrangements and itineraries (booking flights, accommodations, and ground transportation) for TBG employees
• Assist with creating reports and presentations
• Assist in the administrative aspects of licensing and registration for all registered employees
• Assist with tracking progress for special projects
• Research specific topics or projects as needed

QUALIFICATIONS

• Ability to act with integrity, professionalism, and confidentiality
• Excellent organizational and interpersonal skills
• Attention to detail
• Excellent verbal and written communication skills
• Proven ability to meet deadlines
• Proficient with Microsoft Office applications
• Ability to learn new software apps
• Ability to drive high performance in a fast-paced environment
• Ability to work independently
• Self-starter who is comfortable managing complex and evolving situations
• Flexibility