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 Operations
Associate-Reporting. In this role, the individual will work with a
team to support the day-to-day operations of a large financial advisory firm.
This is a central seat with exposure to all aspects of the firm including, but
not limited to, Operations & Technology, Client Service, Wealth Management,
Investment Management, and Compliance. The ideal candidate is a natural leader
who is organized, shows attention to detail, is solution-orientated, and
flexible.
Primary
responsibilities for this position include:
- Enter and Review transactions for client accounts.
- Cash and position reconciliation.
- Identifying, investigating, and resolving cash,
position, and performance, issues.
- Communicating with and monitoring our external
vendors (custodians, accountants, etc.) and internal partners.
- Ensure data integrity and assist with system
maintenance
- Network with senior personnel internally and
externally to resolve issues, gain needed information, and influence
outcomes for team
Qualifications:
- Familiarity
with Portfolio Center or similar portfolio accounting system, Tamarac, Excel
- Strong
analytical skills, attention to detail and accuracy
- General
knowledge of financial accounting
- Strong
problem solving and time management skills
This is a non-exempt position
$60-70k
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)!
