Job title: Operations Executive Assistant
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
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.
Core competencies / hard skills: