Bluejeanfinancial Com

Bluejeanfinancial Com

Business Administrator

Capital District, USA

Sponsorship not specifiedDetected 618 days ago
AccountingCustomer SupportCommunicationCollaborationMicrosoft Office

About the role

  • About Blue Jean Financial Blue Jean Financial is a newly established Registered Investment Advisor (RIA) firm headquartered in Albany, NY.
  • We're passionate about simplifying the complexities of financial planning and investment management.
  • Our team takes a personalized approach, working closely with each client to understand their unique needs and aspirations.

Responsibilities

  • Business Administration: Manage day-to-day office operations, including mail, supplies, equipment maintenance, and organization.
  • Manage IT systems and infrastructure, including computers, software, and network connectivity.
  • Troubleshoot IT issues and provide technical support to staff.
  • Manage relationships with vendors and consultants.
  • Maintain accurate records of trading activity.
  • Develop and implement compliance policies and procedures.
  • Support periodic internal audits and reviews.

Requirements

  • Bachelor's degree in Business Administration, Accounting, Finance, or a related field.
  • 3+ years of experience in a similar role, preferably in the financial services industry.
  • Strong understanding of business administration principles.
  • Proficiency in Microsoft Office Suite or Google Workspace.
  • Ability to multitask and prioritize effectively in a fast-paced environment.
  • Prepare and file regulatory reports Requirements: Bachelor's degree in Business Administration, Accounting, Finance, or a related field.

Nice to have

  • Experience with portfolio trading and investment operations is a plus.

Company info

  • We are committed to serving our clients and community with humility and integrity.
  • We fight for what is right and just, approaching our work with a servant's heart and a genuine desire to make a positive impact.
  • We are committed to clear, straightforward communication and a simplified approach to financial planning.
  • We believe in living a balanced, uncomplicated life and helping our clients do the same.
  • If you are looking for a growth oriented, values-driven company that is passionate about making a difference in the lives of others, we encourage you to consider joining our team at Blue Jean Financial.
  • Ability to work independently and as part of a team.

This listing is sourced directly from Bluejeanfinancial Com's careers page and normalized into a canonical job model.