Job title: Operations Executive Assistant

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Want to be part of a company that helps first-generation, financially successful individuals align their wealth and values? Are you a self-starter who’s interested in leveraging your attention to detail and flawless communication skills to propel unsurpassed service? If so, we have just the opportunity for you!

Location: Portola Valley, CA (currently remote, on-site hours will be required)
Comp range:
$75,000
Benefits:

  • Medical
  • Dental
  • Vision
  • Life
  • 401K – employer matched, begins 1 year after hire
  • Bonus – based on performance

Three Bridge Wealth Advisors mission: https://www.threebridgewa.com/
We strive to transcend our fiduciary role and become truly trusted counsel to first-generation, financially successful individuals and families so they achieve what is most important to them with the highest degree of certainty.

Why this role exists: At Three Bridge Wealth Advisors, the “little things” really are the BIG things. Everything the Operations Assistant does reflects on the firm, from paperwork being perfect down to punctuation and an eye for detail when dealing with financial figures. This role is vitally important in fulfilling our mission of being the truly trusted counsel for first-generation financially successful families.

What’s in it for me? Our ideal candidate is passionate about exemplary service and excited to wear the many hats necessary to assist team members and clients alike. We design, implement and manage comprehensive solutions that advance our clients’ and their families’ values. As a team member, you will have the freedom and tools to make a major impact with tremendous growth potential in your role.

Required experience:

  • Flawless written and verbal English
  • Bachelor’s Degree (at minimum)
  • Proficient with Word, Powerpoint, Outlook, Excel, and MAC

Outcomes:

  • You will support the Director of Operations.
  • You will establish accounts and manage client onboarding processes.
  • You will process transactions.
  • You will document and maintain client records and activities.
  • You will work closely with the Director in maintaining client accounts.
  • You will assist in responding to direct client requests.
  • You will deliver superior client service.

Core competencies / hard skills:

  • Hyper-organized
  • Detail-oriented: everything you do is client-facing; it must be right EVERY time
  • Able to switch between tasks while keeping a high level of attention to detail
  • Team player
  • Ability to work in a fast-paced, small company environment

Soft skills:

  • Resourceful
  • Client-service oriented
  • You respect the opinions of others but speak up when you think improvements can be made
  • You enjoy running the life of an executive, in this case: two. You understand the needs of someone who works 9 to 9 and can keep them on point
  • High EQ, especially with clients (understanding their nuances, etc.)