Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide. Our client families rely on us to be their most trusted advisor. We work hard to help them simplify their complex financial lives and ensure the impact of their wealth is aligned with their goals. We believe a healthy work-life balance is integral to success, and our compensation philosophy and team structure foster a collegial work environment. We are truly a team; we believe in one another and support each other as we work toward a common goal. We are looking for passionate, caring, curious, innovative, and collaborative individuals to join our firm.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building a workforce with a variety of skills, workplace experiences, and backgrounds
Ballentine Partners is looking for an enthusiastic Operations Associate – Trade Processor to join our growing Operations Team.
Responsibilities include:
- Execute and monitor trades on behalf of client teams using our trading and custodian platforms. Collaborate on large scale, firm-wide trade plans.
- Document and maintain accurate records of all trading activities.
- Review trades for accuracy and promptly rectify any errors.
- Monitor and mitigate risks associated with trading, e.g., market, operational, liquidity, and compliance risks.
- Maintain effective communication and coordinate with Operations team members, client teams, compliance staff, and other stakeholders.
- Provide real-time updates on trade execution and market conditions.
- Ensure all trading activities comply with internal policies and external regulatory requirements. Conduct real-time compliance checks and post-trade audits.
- Monitor market conditions; stay up to date on our Investment Team’s research and market news.
- Work on other projects and additional duties as assigned.
The right candidate will be someone who has the following skills:
- Strong attention to detail and exceptional organizational abilities.
- Ability to manage and prioritize multiple tasks daily.
- Ability to work independently and in a team structure with a diverse group of individuals.
- Strong Excel and computer skills.
- Ability to learn and use new concepts or skills.
- Proactivity; ability to anticipate and suggest solutions to problems.
- Ability to thrive in a fast-paced, knowledge-intensive, and service-oriented environment.
- High professional standards, judgment, and discretion, including the ability to handle confidential information appropriately.
- Excellent verbal and written communication skills.
- Exceptional interpersonal and relationship-building skills, with a positive and collegial attitude.
A Bachelor’s Degree is preferred. A Series 65 license is required and can be obtained upon employment.
Ballentine Partners offers a wide array of benefits completely paid for by the firm including dental, vision, short-term disability, long-term disability, and life insurance as well as cost sharing on medical insurance. We offer extensive time-off benefits including vacation time, unlimited personal sick time, paid family sick leave, paid parental leave, sabbaticals, community time off and so much more. We have a corporate matching program, and we support certifications and continuing education for our team members. Ballentine is a family-friendly and flexible work environment. Our culture is collaborative and built on supporting each other to grow not only the business but each other as well.
For more information on our culture please view our Stakeholder Report and our Culture page.
Compensation is made up of a base salary and performance bonus. The hourly rate range for this position is $28 - $38 an hour and is commensurate with experience. Performance bonuses are based upon company and personal performance and are paid out annually.
We will sponsor applicants for work visas.
Ballentine Partners is an Equal Opportunity Employer, and we are dedicated to providing an inclusive environment for all employees. All employment is based upon qualifications, merit, and business need. We encourage applications from those who share our commitment to promoting a diverse, welcoming, and inclusive community.
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What We Do
As an independent multi-family office, Ballentine Partners’ mission is to help families achieve their aspirations, build their legacy, and live the life they want to live. We measure success not just as a financial outcome, but also as a human outcome. Serving a broad range of clients, from individual professionals and entrepreneurs with $4 million in liquid assets to multigenerational families with over $1 billion, we build customized investment solutions integrated with deep planning expertise. We have delivered client-centric planning and sophisticated investment advice for the past four decades. We are dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.
