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Business Administrator
Bluejeanfinancial Com
Albany NYHybrid1y ago
- Employment
- Full-time
About the role
- Loved by God: Our faith is the cornerstone of our business. We believe that being loved by God provides the strength and assurance to seek His will and strive for excellence in all we do.
- Humble Hero: 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.
- Better Together: We believe in the power of collaboration, both within our team and with our clients. We foster strong, healthy relationships built on trust and mutual respect, recognizing that achieving great things is always better together.
- Practicing Simplicity: 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.
- Manage day-to-day office operations, including mail, supplies, equipment maintenance, and organization.
- Oversee and coordinate office space and facilities.
- Greet clients and visitors.
- Assist with recruitment efforts, including posting job descriptions, screening resumes, and scheduling interviews.
- Process Payroll
- Ensure compliance with labor laws and regulations.
- Manage IT systems and infrastructure, including computers, software, and network connectivity.
- Troubleshoot IT issues and provide technical support to staff.
- Process invoices and expense reports.
- Assist with the preparation of financial reports.
- Manage relationships with vendors and consultants.
- Negotiate contracts and service agreements.
- Ensure timely payment of invoices.
- Track and evaluate vendor performance.
- Assist with portfolio trading activities, including trade execution and settlement.
- Monitor and reconcile trade confirmations.
- Maintain accurate records of trading activity.
- Stay abreast of market trends and regulations.
- Assist the COO in maintaining compliance with all relevant SEC and state regulations.
- Develop and implement compliance policies and procedures.
- Support periodic internal audits and reviews.
- Prepare and file regulatory reports
- 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.
- Experience with portfolio trading and investment operations is a plus.
- MBA is a plus.
- Proficiency in Microsoft Office Suite or Google Workspace.
- Excellent organizational, communication, and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong attention to detail and accuracy.
- Ability to multitask and prioritize effectively in a fast-paced environment.
- High level of discretion and confidentiality.
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