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. 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 a natural leader who is organized, shows attention to detail, is
solution-orientated, and flexible.
Primary responsibilities for this position include:
- Planning and executing logistics around office disruptions such as build outs, moves, reconfigurations;
- Communicating and interfacing with office leadership and advisory teams and initiating proactive follow-through on such action points;
- Manage, maintain, and review office related vendor relationships
- Maintaining and updating databases for multiple technologies, including office security systems, desk booking systems, building management portals;
- Maintaining electronic and physical records and files in an orderly fashion.
Qualifications:
- Bachelor’s degree
- A minimum of 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;
- Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills;
- Strong quantitative and analytical abilities, and excellent written and verbal communication skills;
- Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands; and
- Willingness and ability to travel 1-2 times monthly.
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)!
