Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.
With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.
Join The Colony Group in making your everyday extraordinary!
The Colony Group seeks a motivated and qualified
individual for the position of Associate, Business Operations. In
this role, the individual will work with a team to support the day-to-day
operations of a large financial advisory firm with more than 100 offices across
the country. This is a central seat with exposure to all aspects of the firm
including, but not limited to, Operations & Technology, Client Service,
Wealth Management, and Compliance. The ideal candidate is well organized, shows
attention to detail, is solution-orientated and flexible
Primary responsibilities for this position include:
- Manage, maintain, and review facilities-related vendor relationships, including consolidation of vendor engagements in connection with M&A activity
- Consolidate vendors company-wide, when applicable
- Serve as the primary contact for all facility-related work orders
- Consolidate vendor billing and payables in coordination with Finance Team, including electronic access points/logins
- Clearly communicate expectations to vendors and work to resolve issues
- Monitor and maintain contracts
- Maintain and update databases for multiple technologies, including office security systems, desk-booking systems, and building management portals
- Maintain electronic and physical records and files in an orderly fashion
Qualifications:
- Bachelor’s degree
- 3 years of relevant career experience
- A familiarity with office management and administrative requirements
- Proficiency in Microsoft Office applications, particularly Excel, and proven ability to learn other software and technology
This is a non-exempt position.
$65-75k
TCG made Investment News' highly selective list
of the top 75 places to work for financial advisors: Best Places to Work | An
InvestmentNews professional award (bestplacesforadvisers.com)!
