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Bartlett Wealth Management

Bartlett Wealth Management is a Registered Investment Advisory Firm and has been a cornerstone of the investment industry and the community for 125 years. Our longevity is a testament to the expertise and integrity of our staff and our unwavering commitment to investment excellence and superior client service.

While our roots are deep, it is our forward thinking that propels us, empowering us with the technology, processes and strategies for reaching client goals. We are very proud of our accomplishments and the high caliber of our employees. Our people have made us who we are and set us apart from others in our industry. They are the reason we have been successful and why we have such an excellent reputation.

In our hiring, Bartlett looks to employ talented individuals who have a positive, upbeat attitude, who are creative and innovative in their thinking, who are collaborative and have the drive and commitment to contribute to the overall growth and success of our firm.

We believe our work environment is one in which supports learning and personal growth and encourages employee opinions for the continued improvement and success of our firm.

We are committed to equal opportunity. It is our practice to recruit, hire, and promote individuals, as well as administer any and all personnel actions without regard to race, sex, color, age, religion, national origin, non-job related disability, genetic information, or other protected class.

Mar 13, 2023  
Investment Operations and Billing Associate
Bartlett Wealth Management is seeking an Investment Operations and Billing Associate to join our team. The person in this position will have a significant opportunity to learn and grow, gaining cross functional knowledge and training within the Operations department. The role is responsible for supporting the client billing process; handling various functions such as affirming daily trades and setting up new accounts; and becoming a super user in our portfolio management system. The ideal associate will: Maintain Addepar billing system, including opening closing and changing accounts. Work with the Manager of Finance/Billing to prepare quarterly client invoices. Work with the Manager of Finance/Billing to prepare any quarter end billing reports. Upload invoices/reports to client portal. Affirm daily trades using DTCC. Create and maintain portfolio analysis views and reports in Addepar. Monitor custodian transactions for accuracy in Addepar. Be a member of the...
Bartlett Wealth Management Hybrid (Cincinnati, OH, USA) Full time