Operations Associate

Brookstone Capital Management; Wheaton (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

PTO

Job summary

A rapidly growing financial services firm is looking for motivated individuals to fill multiple operational roles. The successful candidates will support Advisers and their clients by providing high-quality service in a fast-paced environment. Applicants should possess a Bachelor's degree in Finance or a related field and have at least 2 years of experience. This full-time position requires strong analytical and interpersonal skills. Competitive compensation and benefits are offered for this on-site role in Wheaton, IL.

Qualifications

• Bachelor's degree in Finance, Economics or related field required.
• 2+ years of experience in a Financial Services firm preferred.
• Strong analytical, communication, and client service skills are essential.
• Strong Excel skills a plus.

Responsibilities

• Support Advisor needs including Account Opening and New Business.
• Provide high-touch service and support to Advisers.
• Collaborate with internal teams and external partners like Schwab and Fidelity.
• Operate as a hands-on contributor in a fast-paced, deadline-sensitive environment.

Skills

Analytical skills

Relationship building

Client service skills

Communication skills

Microsoft Excel

Attention to detail

Microsoft Office

Excel skills

Education

Bachelor's degree in Finance, Economics or related field

Tools

Microsoft Office Suite

Job description

Brookstone Capital Management, a rapidly growing national Turnkey Asset Management Platform (TAMP) with over $13B in Assets Under Management (AUM), provides personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients. Brookstone has been one of the fastest-growing TAMPs in the country since its inception by providing a comprehensive and flexible open-architecture platform with an all-inclusive support system that helps Advisors start, build, and grow their Advisory businesses to new heights. We are experiencing hyper growth and looking to add talented, motivated, and passionate people to our talented team.

Position Overview

With such rapid growth, we are looking to fill multiple Operational roles on various teams including Advisor Services, New Business, Processing, Trading Ops, Advisory Fee Billing, and Finance. The successful candidates will be high-energy, team-oriented, collaborative individuals who support the needs of the firm's Investment Advisers and their clients. Must be able to successfully operate as a hands-on contributor in a fast-paced, team-oriented, and deadline-sensitive environment.

• Member of a team proactively facilitating the service and support for over 700 Advisers and 50,000 clients while understanding the life cycle of each Adviser's business and helping them be as successful as possible
• Support Advisor needs including Account Opening, New Business, Trading, Allocation Changes, Portfolio Reporting, Financial Planning, Performance Reporting, Advisory Fee Billing, Investments, and other tasks depending on the team you are assigned
• Working with Advisers, multiple internal teams, and outside strategic partners including Schwab and Fidelity
• Proactively providing high-touch red-carpet Service and Support to Advisers and their firms
• Able to work both, independently and collaboratively
• Performs other related duties as assigned

Qualifications & Competencies

• Bachelor's degree in Finance, Economics or related field from a four-year college
• 2+ years of experience in a Financial Services firm preferred.
• Able to work both as an individual contributor and as a collaborative team member in a fast-paced work environment
• Possesses superior analytical skills
• Exceptional Relationship and Client Service skills
• Strong verbal and written communication skills
• Superior inter-personal skills and decision-making judgment
• Self-motivated, detail-oriented, and organized
• Proficient in Microsoft product suite (Word, Outlook, Excel, PowerPoint)
• Strong Excel skills a plus

Why Join Us

At Brookstone Capital Management, we offer a collaborative work environment where innovation is encouraged, and your ideas are valued. Join us in making a lasting impact on the future of individuals by helping them attain their financial goals and personal dreams. We offer competitive compensation, benefits, and opportunities for professional growth.

Position: Full-time

Location: Wheaton, IL (100% work in office - not a remote/hybrid position)

Benefits: Medical, Dental, Vision, 401(k) w/match, Life, and PTO (paid vacation, sick, and personal time off)