Careers

The mission of the Client Administrative Associate (CAA) is to own the administrative duties of the Relationship Management team in order to create capacity for the Relationship Managers (RM) and Relationship Associates (RA) to provide the excellent client service for which Balentine strives on a daily basis. The challenges of this job are found in the reactive nature of a fluctuating workload and competing requests from multiple sources. The successful candidate will ultimately be able to seamlessly juggle many, often conflicting, priorities and communicate effectively and efficiently with diverse personalities.

The success of the CAA will have a direct impact on our client’s experience with Balentine, which ultimately contributes to client retention levels. Therefore, it is of the utmost importance that the CAA approach this role in the most professional manner possible by maintaining immaculate records, adhering to established deadlines, and planning for unexpected needs by being organized and prepared at all times.

Outcomes

The successful candidate is one who can provide unparalleled support as demonstrated by the ability to complete the following in an intense and high stakes environment:

Client Meeting Coordination and Preparation

1. Meet all RM-specified due dates for preparing and proofing materials for regular and ad hoc meetings including the production and binding of all quarterly reporting and financial planning documentation as requested
2. Manage coordination of all internal team meetings by seeking attendee input and circulating meeting materials, including agendas, at least 72 hours prior to each meeting
3. Communicate with clients and Balentine executives to setup all meetings in the requested timeframe, including travel arrangements and reservations, taking into consideration all attendees’ travelling and scheduling confines
4. Utilize the Client Meeting Tracker database to track meeting frequency, attendees, preferences and materials, and provide necessary information to the RM’s
5. Prepare and restore conference rooms before and after in-house meetings

Departmental Support

1. Working closely with the Head of Relationship Management, organize and coordinate any department or client-related events
2. Contribute to expense management by identifying and choosing cost effective printing and mailing options.
3. Within two months of hire, consistently meet established firm guidelines for submitting Expense & AMEX Reports on behalf of RMs.
4. Demonstrate in-depth understanding of Balentine technologies by inputting and maintaining correct records in Balentine’s client relationship management system, Salesforce, and document storage program, Box.
5. Participate in business continuity and cross-training efforts by serving as the primary back up for phone, mail, and receptionist duties.

Competencies

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to outstanding client service and investment excellence. To continue our culture of excellence, we have defined the following competencies necessary for this position:

• Passion
• Demonstrable, genuine enthusiasm towards both the investment industry and Balentine
• Flexible and Adaptable
• Is unperturbed by changing priorities and conditions; is capable of shifting concentrations throughout the day
• Calm Under Pressure / Unflappable
• Ability to respond calmly and maintain high performance standards in an intense and extremely high stakes environment
• High Standards / Attention to Detail
• Taking pride in what you deliver; including staying late at times to finish work
• Not allowing important aspects of work to slip through the cracks or go unattended
• Preparedness and Proactivity
• Ability to stay organized in order to anticipate and meet the needs of the team
• Willingness to identify and complete additional work where needed and in slower-paced times
• Communication Skills, including Listening
• Ability to understand what is being asked of you and the ability to communicate your requests with many different personalities and through various methods (verbally, email, etc.)
• Team-Oriented and Friendly
• The ability and desire to contribute to a supportive and collaborative environment
• The ability and desire to have a positive impact on the people around you

Qualifications

• Proficient knowledge of MS Office Suite, video conferencing technology, and standard office administrative practices and procedures a must
• Excel expertise preferred
• Experience with Salesforce, Box, Black Diamond, and Pershing/NetX360 a plus

Compensation

Balentine offers a competitive compensation package including an attractive base salary and benefits. If interested, click the following button to submit a cover letter and resume via email. Please title the subject line “Client Administrative Associate–YOUR NAME.”

At the heart of the Senior Relationship Associate (SRA) position is the ability to add value to the client’s experience with Balentine. Each of Balentine’s clients represent a unique set of goals and challenges. Working in support of the Relationship Manager (RM), the SRA is expected to respond quickly and effectively to exceed service expectations and provide proactive solutions to unique problems. Not only does the SRA serve as the representative of Balentine to the client, the SRA also represents the client’s needs within Balentine. The role of the SRA should not be undervalued as the ability to make a positive impact on clients’ lives and the experiences created therein are crucial to client retention.

The successful candidate is one who can provide unparalleled client service as demonstrated by the ability to complete the following while in an intense and high stakes environment:

1. Anticipate the individual needs of the RM and the clients and proactively provide creative solutions based on an in-depth understanding of the wealth management industry and Balentine’s distinctive approach to investing.
2. Maintain an exceptionally high level of responsiveness despite competing needs, changing priorities, and unexpected critical situations.
3. Contribute to Balentine’s Client Team by digesting and translating critical information and sharing across the entire service team.

Outcomes

The ultimate goal of the SRA is to cultivate the relationship with the client through superior service standards in order to envelop each client into the Balentine family. The success of each SRA is demonstrated by the ability to complete the following:

Client Service 

• Provide same-day responses to client requests.
• Demonstrate operational proficiency with Balentine technology systems by processing correctly both the day-to-day business items and the ad-hoc research needs within the client dictated time frames; this includes:
  • Money Management – Wires, ACH’s, journals, dividend reinvestment, cash management
  • Operational Expertise – Coordinating new account and transfer paperwork, documentation management, and performance reporting requests
• Track, monitor, and distribute all tax documents and other requests made by the client’s personal advisory team, such as CPA, lawyer, and family office staff.

Portfolio Administration

• Follow established monitoring activities to proactively assess a situation based on specific client knowledge and discern when some action is required in order to prevent all avoidable costs to the client.
• Complete all trading duties, both manual trade tickets and periodic rebalance tasks.
• Meet 100% of deadlines for Alternatives Investments funding.
• Adhere to all Balentine policy and regulatory requirements.

Relationship Manager Support 

• Show comprehensive understanding of client-based knowledge by being able to retain and recall critical information, such as family dynamics, hot-button issues, investing idiosyncrasies, spending requirements, and fee structure, in accordance with the RM’s needs.
• Maintain an organized list of workflows to track and review various tasks and projects on which the collective client team is working.
• Perform administrative duties such as book and materials production, scheduling assistance, and comparable duties, getting input and feedback from other team members.

Competencies 

Balentine is an innovative and entrepreneurial organization that functions as a single team dedicated to outstanding client service and investment excellence. To continue our culture of excellence, we have defined the following competencies necessary for this position:

• Analytical / Critical Thinking
  • Ability to think logically through a situation to identify and avoid potential pitfalls and arriving at the best-case and feasible outcome
• Flexible and Adaptable
  • Is unperturbed by changing priorities and conditions; is capable of shifting concentrations throughout the day
• Calm Under Pressure / Unflappable
  • Ability to respond calmly and maintain high performance standards in an intense and extremely high stakes environment
• High Emotional Intelligence
  • The ability to read and connect with people and respond accordingly in varying situations
  • The ability to recognize own and other’s emotions and use to create positive interactions
• Curiosity
  • The desire for continued growth, personally and professionally
• Intuitive and Resourceful
  • Ability to anticipate needs of client, team, and RM in order to provide creative solutions including solutions that efficiently organize self and others
• Team-Oriented and Friendly
  • The ability and desire to contribute to a supportive and collaborative environment
  • The ability and desire to have a positive impact on the people around you

Qualifications 

• 3 to 5 years similar experience
• Technologically savvy
• Proficiency with Box, Salesforce, and NetX360 strongly preferred; experience with similar program types is required

Compensation

Balentine offers a competitive compensation package including an attractive base salary and benefits. If interested, click the following button to submit a cover letter and resume via email. Please title the subject line “Senior Relationship Associate–YOUR NAME.”

Often referred to as the VP of First Impressions, the receptionist serves as the initial point of contact for all who interact with Balentine and sets the tone for the Balentine experience. The receptionist is responsible for ensuring that all our guests, in-person and on the phone, are taken care of in a caring and timely manner. In addition to front desk responsibilities, this role also provides critical, administrative support to members of the Finance and Institutional Client teams, as outlined in the outcomes below. The successful candidate must be technologically savvy, proactive, efficient, and display a high level of professionalism and confidentiality at all times.

Outcomes 

Administration Support Duties 

• Provide complete administrative support for the CFO and Director of Institutional Clients:
  • Arranging for all internal meetings, coordinating all logistics such as catering and conference room setup and breakdown
  • Coordinating travel needs and blocking off appropriate time on calendars
  • Prepare, print, and bind any requested meeting materials
  • Storing all materials and notes in accordance with Balentine’s cloud-based filing system
• Complete AMEX and expense reporting
• Demonstrate efficiency in Balentine’s invoice management system by entering bill information correctly and on time in accordance with the schedule
• Provide task-level project support on an as-needed basis (e.g., mass mailings, binding meeting materials)
• Become cross-trained on other administrative support roles

Receptionist Duties 

• Open office doors and roll phones promptly at 8:30 each morning; keep lobby area neat and tidy
• Operate a multi-line telephone console, answering all calls within three rings and routing callers to the appropriate party
• Greet all guests in lobby as they arrive, offer a beverage, and notify employees of their arrival; provide parking validations and any additional information as guests leave
• Review staff calendars and reset conference rooms and lobby area each day to prepare for incoming guests
• Coordinate effectively with support staff and adhere to set schedules (e.g., for lunch, mail runs, vacations, breaks, etc.) to ensure guests, including via phone, are always attended to in a timely and professional manner
• Distribute and collect mail and packages
• Reset office café including unloading and loading the dishwasher each day

Competencies 

While we acknowledge there can be multiple approaches to a job well-done, the below competencies outline some of the characteristics that we expect to contribute to the successes of the Receptionist position.

• Professional and Courteous
  • Ability to interact with all people in a polite manner and positive attitude
  • Ability to have a positive impact on the people around you
• Emotional Intelligence and Interpersonal Skills
  • Ability to read and connect with people and respond accordingly in varying situations
  • Ability to recognize own and others’ emotions and use to create positive interactions
• Organized
  • Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
  • Ability to manage multiple projects and competing priorities without missing deadlines
• Calm Under Pressure / Unflappable
  • Ability to respond calmly and maintain performance standards in a busy office setting
  • Ability to maintain high service standards and problem-solve effectively when faced with new challenges
• Flexible and Adaptable
  • Is unperturbed by changing priorities and conditions
  • Is capable of shifting concentrations throughout the day

Qualifications 

• 1-2 years similar experience
• Expertise in Outlook required
• Proficient skills in the Microsoft Office suite required
• Experience with Box, Concur and Quickbase a plus

Compensation 

Balentine offers a competitive compensation package including an attractive base salary and benefits. If interested, click the following button to submit a cover letter and resume via email. Please title the subject line “Administrative Assistant & Office Receptionist–YOUR NAME.”