Job details

Office Manager

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Brown Brothers Harriman is currently recruiting an Office Manager to join our Charlotte office. In this role you are responsible for ensuring client needs are being met and BBH services are properly delivered. As the Office Manager (OM), you are the go-to person for the office and will perform the coordination function of operational and people issues/processes, as well as centrally rolled out projects. Reporting to the Office Head (OH), you will manage and oversee the Administrative Assistants and ensure superior support for the office.

Key responsibilities include:

Risk Management & Administration

Elevate any and all client and procedural risk issues to RM, OH, or Risk team.
Review and approve all account related maintenance activities, including account opening/closing processes, client information changes, client address changes, and documentation.
Oversee and implement all firm wide administration and compliance initiatives, such as system wide changes and on-site audits.
Responsible for adherence to all Risk Metric reports including overdraft reports, account review tasks, delinquent documentation, IPSs, and money transfer procedures.
Serve as primary trouble shooter and access internal BBH resources as needed.
Oversee and assist AA efforts relating to the completion of internal administration on behalf of client base.
Serve as Security Coordinator for the office. Facilitate new hire systems set up as well as ongoing security maintenance.
Serve as Business Continuity Coordinator for the office. Review and approve contingency plans for the office and ensure all new employees are assigned to the plan.
Manage any facility related responsibilities related to the office space.

Relationship Management and Business Development

Build trust and credibility with “internal” clients (i.e., Risk, Compliance, Onboarding, Systems and other back-office teams)
Ensure quality of BBH client service (whether provided by PWM or other parts of BBH) delivered to clients.

Investment Execution

Handle and approve asset transfers (i.e., checks, money, gifting (non-strategic decisions), and securities movement instructions as needed.
Ensure quality of services delivered by administrative staff (e.g., AAs work, ensure day to day coverage, identifies process improvements).
Manage administrative resources including expenses and technology to achieve department objectives.
Troubleshoot and follow through with administrative processes and across client issues.
Oversee and approve all processes related to IP and account opening/closing/maintenance.

Business & Professional Leadership

Foster a positive atmosphere within the office, encourage teamwork and compatibility, support goals and objectives of the business.
Represent professional behavior and etiquette at all times, serve as model for other employees, manage self in order to develop both professionally and personally by utilizing the internal resources at BBH.
Manage AAs within group and ensure adequate support for the office and professional development of staff and supervises workflow.
Create an office culture of accountability with respect to quality and timeliness by actively participating in performance management process (i.e., providing ongoing constructive feedback on performance, writing mid-year and year end assessments, and conducting meaningful performance review discussions).
Visibly support and participate in implementing PWMs changes to support the success of the business.
Identify any opportunities for process improvement either locally in the office or more broadly across the business line.
Liaise and work in partnership with peers in other BBH wealth management locations.
Participate in hiring of staff members.

Qualifications:

BA/BS degree and/or equivalent work experience
6 to 10 years relevant business experience
Supervisory experience
Knowledge of Microsoft Office products
General portfolio management knowledge including asset allocation and traditional and alternative investments
Relationship management skills, demonstrated leadership, effective people management
Solid interpersonal skills, excellent problem solving and analytical ability, good organization and prioritization skills, high level of computer literacy

What We Offer:

Direct access to clients, information and experts across all business areas around the world
Opportunities to grow your expertise, take on new challenges, and reinvent yourself—within the Firm.
A culture of inclusion that values each employee’s unique perspective.
High-quality benefits program emphasizing good health, financial security, and peace of mind.
Volunteer opportunities to give back to your community and help transform the lives of others.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

By Brown Brothers Harriman

Brown Brothers Harriman (BBH) is a privately owned and managed financial services firm. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management, and Investor Services. Without the dis...

16 jobs

FUNDING

Private

INDUSTRY

Investment & Asset Management

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in New York, NY

DATE POSTED

July 21, 2023