Operations Associate- Cash Management and Trading Administration

Operations Associate- Cash Management and Trading Administration

Operations Associate, Cash Management & Trading Administration

BBR Partners is a fast-growing wealth management firm serving high-net-worth individuals and families. Founded in 2000, we now manage over $35 billion in client assets. Our people are our greatest strength, and we're proud of the collaborative, innovative culture we've built. If you're looking to be part of a team that values growth, impact, and fresh ideas, we invite you to join us on our journey!

Responsibilities :

Cash Movement & Banking Operations :

• Coordinate with client custodians to execute external wires, ACH transfers, and inter-account cash movements
• Ensure all cash transactions are completed accurately and on schedule

Trade Execution :

Relationship Management & Communication :

Account Lifecycle & Compliance Support :

Qualifications : Required :

Preferred :

What We Offer :

Additional Information :

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $70,000- $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department / team performance, and market factors.