Asset Management Operations Administrator
Theprogenygroup
About this role
The Administrator supports the Investment and Operations teams by managing administrative tasks, client communications, data analysis, and process coordination. The role contributes to maintaining high standards of client service, ensuring efficient operations, and supporting long-term client relationships within a forward-thinking, tech-driven wealth management firm.
Skills
About Theprogenygroup
theprogenygroup.comThe Progeny Group is a UK-based financial planning and wealth management business. The company provides services including financial advice, asset management, employee benefits, and workplace financial wellbeing solutions for individuals, families, and businesses. It operates in the financial services industry, helping clients plan, protect, and grow their wealth over the long term.
About Theprogenygroup
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Theprogenygroup.
Salary
$48k – $52k
per year