What we are looking for -
We are excited to announce a unique career opportunity for the right individual. We are looking to add a STAR Portfolio Administrator to our dynamic and growing Investment Operations Team. The Portfolio Administrator works directly with our Wealth Managers in implementing and maintaining client portfolios and responding to client needs and requests.
The unique opportunity will be that, after working on our Investment Operations team for 18-24 months, the right individual will have the opportunity to transition onto our Wealth Management team. This will be an ideal opportunity for a person who may be looking to be a Wealth Manager/Advisor in the future and needs to gain experience and seasoning in the industry first.
Both the Portfolio Administrator and Wealth Management positions will have significant direct contact with our clients and both positions require superb and highly polished client service skills.
As a Portfolio Administrator, you will -
As an eventual Wealth Management team member, you will -
You are -
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ASPIRIANT THE LEADING INDEPENDENT WEALTH MANAGEMENT FIRM.
We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.
Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.
Applicants should go to www.aspiriant.com, select the ‘Careers' link in the footer search for open positions in San Francisco. From there attach a cover letter and resume for consideration.
Aspiriant is an Equal Opportunity Employer, and is in compliance with San Francisco's "Fair Chance Ordinance" (FCO).
Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.