The Role
Provide administrative and operational support for a growing RIA: manage office operations, IT and vendor relationships, payroll, invoicing, trading support (trade execution/settlement reconciliation), and assist with compliance, reporting, and recruitment tasks.
Summary Generated by Built In
About Blue Jean Financial
Blue Jean Financial is a newly established Registered Investment Advisor (RIA) firm headquartered in Albany, NY. Founded mid-year 2024, we are committed to providing personalized investment advisory services to anyone pursuing the American dream.
While we are a young firm, we manage a significant amount of assets and are poised for continued growth. We believe in building lasting relationships with our clients based on trust, transparency, and shared values. We are a faith-driven, client-focused Registered Investment Advisor (RIA) committed to helping individuals and families achieve their financial goals.
We're passionate about simplifying the complexities of financial planning and investment management. Our team takes a personalized approach, working closely with each client to understand their unique needs and aspirations. We believe in empowering our clients with knowledge and guiding them towards financial well-being with clarity and confidence.
Our Values:
- Loved by God: Our faith is the cornerstone of our business. We believe that being loved by God provides the strength and assurance to seek His will and strive for excellence in all we do.
- Humble Hero: We are committed to serving our clients and community with humility and integrity. We fight for what is right and just, approaching our work with a servant's heart and a genuine desire to make a positive impact.
- Better Together: We believe in the power of collaboration, both within our team and with our clients. We foster strong, healthy relationships built on trust and mutual respect, recognizing that achieving great things is always better together.
- Practicing Simplicity: We are committed to clear, straightforward communication and a simplified approach to financial planning. We believe in living a balanced, uncomplicated life and helping our clients do the same.
If you are looking for a growth oriented, values-driven company that is passionate about making a difference in the lives of others, we encourage you to consider joining our team at Blue Jean Financial.
Job Title: Business Administrator
Department: Operations
Reports To: Managing Partner
Summary:
We are seeking a highly motivated and organized Business Administrator to play a vital role in the daily operations of our growing start-up Registered Investment Advisor (RIA). This position will be responsible for a wide range of administrative and operational tasks, providing essential support to our team and contributing to the efficient running of our business. The ideal candidate is a self-starter with a strong work ethic, exceptional attention to detail, and a willingness to learn and adapt in a fast-paced environment.
Responsibilities:
Business Administration:
- Manage day-to-day office operations, including mail, supplies, equipment maintenance, and organization.
- Oversee and coordinate office space and facilities.
- Greet clients and visitors.
- Assist with recruitment efforts, including posting job descriptions, screening resumes, and scheduling interviews.
- Process Payroll
- Ensure compliance with labor laws and regulations.
- Manage IT systems and infrastructure, including computers, software, and network connectivity.
- Troubleshoot IT issues and provide technical support to staff.
- Process invoices and expense reports.
- Assist with the preparation of financial reports.
- Manage relationships with vendors and consultants.
- Negotiate contracts and service agreements.
- Ensure timely payment of invoices.
- Track and evaluate vendor performance.
Portfolio Rebalancing / Trading:
- Assist with portfolio trading activities, including trade execution and settlement.
- Monitor and reconcile trade confirmations.
- Maintain accurate records of trading activity.
- Stay abreast of market trends and regulations.
Compliance:
- Assist the COO in maintaining compliance with all relevant SEC and state regulations.
- Develop and implement compliance policies and procedures.
- Support periodic internal audits and reviews.
- Prepare and file regulatory reports
Requirements:
- Bachelor's degree in Business Administration, Accounting, Finance, or a related field.
- 3+ years of experience in a similar role, preferably in the financial services industry.
- Strong understanding of business administration principles.
- Experience with portfolio trading and investment operations is a plus.
- MBA is a plus.
- Proficiency in Microsoft Office Suite or Google Workspace.
- Excellent organizational, communication, and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong attention to detail and accuracy.
- Ability to multitask and prioritize effectively in a fast-paced environment.
- High level of discretion and confidentiality.
Skills Required
- Bachelor's degree in Business Administration, Accounting, Finance, or related field
- 3+ years of experience in a similar role, preferably in the financial services industry
- Strong understanding of business administration principles
- Proficiency in Microsoft Office Suite or Google Workspace
- Excellent organizational, communication, and interpersonal skills
- Ability to work independently and as part of a team
- Strong attention to detail and accuracy
- Ability to multitask and prioritize effectively in a fast-paced environment
- High level of discretion and confidentiality
- Experience with portfolio trading and investment operations
- MBA
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The Company
What We Do
Blue Jean Financial LLC is a wealth management company dedicated to providing fiduciary-first financial advice. They offer high-level financial investment, planning, and asset management strategies, including investment advisory, portfolio management, and financial planning services for retirement, estate, tax, and business needs to individuals and small businesses in the United States.
