Administrative/Client Services Associate--Hybrid

My client, an established financial services firm in the Boston area, is seeking an experienced Administrative/Client Services Associate to support their team.

The ideal candidate is proactive, can work and troubleshoot independently, and has high attention to detail.

This is a hybrid position, 3-4 days onsite, 1-2 wfh (must be able to easily commute to the Boston area)

Great company culture and excellent benefits!

Position Highlights:

• Manage client and team requests effectively and accurately, employing outstanding communication (verbal and written)
• Process transactions and wires
• Provides additional support as needed during tax season
• Other tasks and requests as needed including backup Reception coverage as needed
• Provide administrative support to the team including but not limited to document and file management, meeting coordination, calendar management, and travel arrangements
• Maintain confidentiality with sensitive financial client information

Qualifications:

• Proficiency with Microsoft Office including Word, Outlook, and Excel
• Ability to work both independently and in a team environment
• Outstanding professional communication skills and strong attention to detail
• Prior experience in a financial services setting supporting investors or advisors

*Full to be shared prior to interview with my client

*To be considered, please apply OR email a copy of your resume to [email protected]