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Operations Associate

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Operations Associate

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OVERVIEW:

This position is an opportunity to join a nationally recognized, yet locally rooted, 51-year-old investment firm with a dynamic history and a focus on innovation.

Fenimore Asset Management is dedicated to helping investors preserve their wealth and grow it over the long term. Decades have passed, but Fenimore’s mission endures:
• Serve with total integrity
• Provide superior return and profit
• Commit to excellence
• Be a friend

This position will be based at Fenimore’s headquarters in Cobleskill, NY.

POSITION SUMMARY:

This position will provide support to our investors by facilitating account administration and back-office support. This position requires a high degree of professionalism and confidentiality.

PRIMARY RESPONSIBILITIES:

I. Proactive Client Service & Operational Support

  • Support our Relationship Management team with servicing our investors from an administrative perspective
  • Provide superior client service to Fenimore investors and be proactive in that pursuit.
  • Manage all phases of investor account administration and maintenance
  • Conduct data entry, reconciliation, and maintenance
  • Support investor phone coverage
  • Provide daily back-up support to other members of the Operations Team
  • Coordinate workflow with vendors on account maintenance and data reconciliation
  • Conduct regular reporting for internal teams

    II. Special Projects

    • Other duties as assigned

    QUALIFICATIONS & EXPERIENCE

    • Bachelor’s degree
    • Minimum of three years of professional experience with a proven track record of success
    • Securities Licenses Preferred
    • Excellent communication skills and investor focus
    • Must be extremely organized and capable of multi-tasking plus desire to work collaboratively
    • Position requires a high degree of accuracy, attention to detail, confidentiality, daily workflow prioritization, and sound judgement
    • High level of initiative, professionalism, and quality standards

    Supervisory Responsibility
    This position will not include supervisory responsibilities.

    Pay Range
    This role is salaried non-exempt: $55,000 to $75,000 annually based on a 37.5-hour work week. This role is also eligible for a performance bonus.

    To apply, send a resume and letter of interest (both in PDF format) to:  careers@fenimoreasset.com

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