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Brown Advisory
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  • Executive Assistant  

    - Nashville
    Company Overview Every firm has a culture - the values, beliefs, meth... Read More
    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Position Summary Brown Advisory is currently seeking a customer service oriented individual to fill a need for an Executive Assistant in our Nashville office. This role is diverse, with responsibilities that include reception coverage, executive support, processing mail, vendor and inventory management, assistance with food service, and events. This is a full-time on-site position. Essential Functions/Responsibilities include but are not limited to: Executive Assistant Responsibilities * Coordinate communications, including taking calls, responding to e-mails and interfacing with vendors, clients and other firm leaders * Proactively assist and anticipate the needs of the Office Head and other members of the team * Coordinate meetings directly with clients and prospects, assist with client and prospect meeting material preparation * Maintain calendars, schedule meetings and appointments, manage travel itineraries, and submit expense reports * Prepare meeting rooms, establish conference calls, and prepare technology for presentations * Maintain contact data, campaigns and dashboards in Salesforce CRM - add meeting activity, sales opportunities, and event information * Assist broader team as needed Reception Responsibilities * Maintain proper appearance of reception and entry way * Greet clients and guests as they arrive; contact employee(s) for arrival Mailroom and Documentation Handling Responsibilities * Process and distribute incoming mail on daily basis in line with firm procedures * Manage incoming and outgoing packages * Manage office supply inventory, purchasing and vendor escalation * Receive all incoming mail, deliveries and communicate scheduling with couriers Internal and External Catering Responsibilities * Schedule and assist with setup of conference rooms before/after meetings * Manage food service inventory * Develop and maintain vendor relationships * Create menus and place catering orders * Keep shared colleague space/kitchens well stocked, cleaned, and organized * Coordinate internal and external events Qualifications: * 2+ years administrative support experience * Bachelor's degree preferred * Ability to provide excellent client service * Illustrates tact, discretion and good judgement when handling sensitive and confidential information * Knowledge of MS Word, Excel and Outlook * Superior written and oral communication skills * Ability to set goals and meet deadlines * Some evening event coverage required * Professional demeanor * Highly organized and detail oriented * Ability to work in Nashville office location Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer. Read Less
  • Private Client Relationship Advisor  

    - Boston
    Company Overview Every firm has a culture - the values, beliefs, meth... Read More
    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm. Brown Advisory's Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is hungry to pursue a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues. Essential Functions/Responsibilities: * Responsible for all aspects of administration and client service for high net worth families and family offices * Effective communication with both internal and external contacts including prospects and clients * Understanding of trusts, foundations and LLC structures * Organize and manage meetings from start to finish * Establish effective working relationships with colleagues and external contacts * Account maintenance (opening new accounts, managing transactions, address changes, etc.) * Understand basic fiduciary issues relevant to client relationships * Proactive resolution of client inquiries - direct client contact * Handling/supervision of cash processing for assigned accounts * Collaborate with outside advisors concerning client's personal, trust and other entities tax information * Prepare letters and other client communications * Complete customized analyses and spreadsheets for specific projects * Process customized client reporting * Strong understanding of competitor and industry products and services * Successfully cultivate strong relationships with functional groups across the firm Job Requirements: * Bachelor's degree and minimum of ten (10) years of relevant work experience * Experience with Trusts and Fiduciary accounts * Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records * Strong management skills and leadership experience * Desire to learn and the ability to learn quickly * Detail oriented * Superior client service skills * Illustrates tact, discretion, and good judgment in handling sensitive and confidential information * Strong decision making and problem-solving skills * Strives for innovation and process improvement * Strong communication skills * Ability to multi-task and adapt to changing priorities to meet client demands * Self-motivated with strong work ethic Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Salary: $125-150k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable). Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer. Read Less
  • Company Overview Every firm has a culture - the values, beliefs, meth... Read More
    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm. Position Summary Private Client Service provides highly customized and comprehensive service and solutions to our clients. As a key member of this team the Senior Relationship Associate engages directly with clients to proactively address their needs and coordinate prompt, accurate and thorough resolution to their inquiries. In addition, the Senior Associate works closely with Private Client Relationship Advisors, Portfolio Managers and Strategic Advisors to facilitate a broad range of investment, trust and planning activities for clients. The primary duties and responsibilities include but are not limited to: * Work in close collaboration with Private Client Relationship Advisors, Portfolio Management, Strategic Advisory and Operations teams to provide a high quality, well-integrated service experience to Brown Advisory clients. This includes: * Manage all aspects of client onboarding including custodian selection, documentation collection, account funding, online enrollment and implementing fee arrangements. * Build rapport with clients, as well as their outside advisors, (accountants, attorneys.) Assure prompt, accurate fulfillment of all client requests and inquiries. * Understand fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients. * Coordinate gifting activities including processing cash and in-kind gifts; producing gift letters, Crummey notices. * Understand the advisory fee calculation process and ensure fee arrangements are implemented correctly. * Establish strong working relationships with Client Service team members as well as partners across the organization. Take initiative to develop junior team members. * Contribute to ad-hoc projects and ongoing business improvement efforts as needed. Qualifications: * Bachelor's degree required; 5+ years of relevant experience in a client-facing role * Proven ability to build rapport and foster trust with clients and their outside advisors * Ability to multi-task and adapt to changing priorities to meet client demands * Demonstrates professional maturity and discretion in handling confidential and delicate client issues * Collaborative team-player; self-motivated with a strong work ethic * Highly organized work style; detail-oriented and accurate * Excellent communication skills, both verbal and written * Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency * Ability to understand complex documentation related to account structures, trusts, etc. * Experience with trust administration and fiduciary functions is a plus * Ability to work in the Charlotte office location Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer. Read Less
  • Senior Accountant  

    - Baltimore
    Company Overview Every firm has a culture - the values, beliefs, meth... Read More
    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm. Brown Advisory is currently seeking a professional, energetic, and detail-oriented individual to fill the Senior Accountant position within our Baltimore office location with primary responsibility for the day-to-day recording and review of financial transactions, accruals, and expenses. This individual is responsible for preparing monthly journal entries and account reconciliations, performing variance analysis and preparing monthly internal financial reporting for senior leadership. This position is designed to allow for rewarding career growth and opportunities for advancement within the accounting function of a global independent investment management and strategic advisory firm. We expect the senior accountant to: * Be thorough and accurate. You will be tasked with ensuring data integrity, identifying and addressing process improvements in our financial operations, and developing solutions. You will leverage available tools-including automation and AI enabled features within our systems-to enhance accuracy, efficiency, and controls, while maintaining exceptional attention to detail. * Be curious and proactive. You are eager to contribute and learn, ask lots of questions, and provide solutions before issues arise. You are excited about making ongoing process improvements and are open to exploring new tools, including AI assisted workflows, to streamline processes and surface insights. * Be a team player. You raise your hand to help others on the team and offer support without being told to do so. You bring a positive attitude, assume positive intent from colleagues and managers, and share knowledge-particularly around new tools or efficiencies-with the broader team. * Be a natural problem-solver. You identify challenges, analyze root causes, seek to understand the rationale behind current processes, and then propose solutions-leveraging data, system capabilities, and emerging technologies (including AI where appropriate)-to improve outcomes. * Work independently. You follow tasks through to completion, meet commitments, and proactively seek guidance as necessary. You are comfortable using modern tools to manage workflows, track progress, and improve personal productivity. * Be discreet. You exhibit a high level of professionalism with respect to maintaining confidential and sensitive information, including the responsible use of AI tools in accordance with firm policies, data privacy standards, and regulatory requirements. * Have a positive, service-oriented mindset. You provide impeccable support to Brown Advisory team members and regularly interact with colleagues within and outside of accounting. You communicate directly, concisely, and clearly-both in writing and verbally-and can adapt your tone and message across audiences. * Demonstrate strong accounting acumen and communication skills. The ideal candidate has a deep interest in accounting, outstanding writing and communication skills, and the ability to prioritize and manage multiple tasks simultaneously in a collaborative, global environment. You will build strong relationships with cross-functional partners and various levels of management, using data and insights to support decision-making. The primary duties and responsibilities may include but are not limited to: * General operational accounting responsibilities, including: revenue and accounts receivable, firm investments, leases, fixed assets, prepaid expenses and amortization, manage treasury activities, ensuring accurate recording of cash disbursements, transfers, and accounts receivable cash receipts and corporate expense allocations. * Prepare monthly and quarterly journal entries and account reconciliations, using system tools and automation where available to identify, investigate, and resolve reconciling items timely. * Prepare monthly and quarterly financial reporting for senior management, incorporating analytical review techniques and data-driven insights to highlight trends, anomalies, and significant changes. * Perform account and trend analysis on general ledger activity, leveraging reporting tools, dashboards, and AI-assisted analysis to improve efficiency and enhance insight quality. * Perform detailed reviews of accounts payable transactions for accuracy and proper general ledger classification. * Prepare U.S. regulatory reporting, including supporting schedules and quarterly tie‑outs. * Assist with firmwide budgeting and forecasting, including data validation, variance analysis, and supporting schedules; contribute ideas for process enhancements using financial systems and analytical tools. * Support year-end audits and regulatory examinations, including preparation of schedules, documentation, and responses; assist in improving audit-readiness through better data organization and controls. * Continuously develop technical and professional skills, including staying current on accounting standards, best practices, and emerging technologies such as AI-enabled accounting and financial systems. * Participate in ad hoc projects, including process-improvement initiatives and system enhancements that support the evolution of the firm's finance and accounting capabilities. Qualifications * Minimum of 3 years of accounting or financial industry related experience. * Bachelor's degree in accounting required. * CPA license (or progress towards passing CPA exams) strongly preferred but not required. * Ability to comprehend, interpret, and apply accounting principles. * Ability to work in a fast-paced environment and manage well through ambiguity and complexity. * Detail-oriented self-starter comfortable working independently and understanding appropriate times to ask questions and managing multiple projects under tight deadlines. * Strong analytical, problem solving, research, verbal, and written communication skills. * Execution-focused, with the ability to take individual responsibility for delivering quality work in a timely manner. * A curious and inquisitive mindset will be beneficial in this role. * Excellent computer skills, particularly in navigating AI tools (ChatGPT, Copilot), detailed system-generated source reports, downloading and analyzing data, and Excel functions. * Ability to build, foster, and maintain positive professional relationships. * Ability to work at the Baltimore office location. Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Salary: $80-105k Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable). Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer. Read Less

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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany