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Operations Associate

3 months ago

Wheaton, United States Brookstone Capital Management Full time

Job Purpose:


Brookstone Capital Management, a national Financial Services firm with ~$10B in Assets Under Management (AUM), is continuing to grow at a rapid pace and needs to add more talented people to the team. With such rapid growth, we are looking to fill multiple Operational roles on various teams within our firm. 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.


These roles will be working out of our home office located in Wheaton, IL supporting our network of 700+ Advisers across all 50 states. We are looking for high performing individuals with a strong work ethic, passion for what they do, and positive attitude to join our highly collaborative work environment. This is an incredible opportunity for talented people who want to join a rapidly growing firm that provides diversified opportunities to associates and wants to make a difference in their careers.


Essential Duties & Responsibilities:


  • Member of a team proactively facilitating the investment process for 700+ Advisers and their 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, 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
  • 3+ years of experience. Preferably in a Financial Services firm.
  • 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


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)