Operations Associate - Trade Processor

Ballentine Partners

Rochester, NH, United States
Base: $28 - $38 ph; bonus/equity: performance bonu...
On-site
Trade execution and monitoring
Risk mitigation in trading
Compliance with regulatory requirements
Ballentine Partners is a leading independent wealth management firm dedicated to simplifying complex financial lives and fostering a healthy work-life balance

Job Summary

  • Ballentine Partners is a leading independent wealth management firm dedicated to simplifying complex financial lives and fostering a healthy work-life balance.
  • The Operations Associate will execute trades, monitor risks, ensure compliance, and collaborate with multiple teams to support client financial goals.
  • The company offers comprehensive benefits fully paid by the firm, extensive time-off policies, a family-friendly flexible work environment, and supports continuing education.

Matching Summary

Ballentine Partners is a leading independent wealth management firm dedicated to simplifying complex financial lives and fostering a healthy work-life balance.

Salary

Base: $28 - $38 per hour; Bonus/Equity: Performance bonus paid annually; Benefits: Dental, vision, disability, life insurance, medical cost sharing, extensive time off, matching program, education support

Skills & Requirements

Must-have

  • Trade execution and monitoring
  • Risk mitigation in trading
  • Compliance with regulatory requirements
  • Strong Excel and computer skills
  • Accurate trade documentation
  • Effective communication with stakeholders

Nice-to-have

  • Proactive problem solving
  • Collaborative team environment
  • Ability to learn new concepts quickly
  • Positive and collegial attitude
  • High professional standards and discretion

Key Requirements

  • Series 65 license required or obtainable
  • Bachelor’s Degree preferred
  • Ability to handle confidential information
  • Work authorization sponsorship available

Work Rights

Not specified

Sponsorship: available

Tailored Resume

Cover Letter