Administrative Assistant/Client Services Associate

Administrative Assistant/Client Services Associate at Beacon Hill Staffing Group, LLC Administrative Assistant/Client Services Associate at Beacon Hill Staffing Group, LLC in Acton, Massachusetts Posted in 5 days ago. $70,000.00 - $75,000.00 per year

Job Description:

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Administrative Assistant/Client Services Associate to $75K - Boutique Wealth Management Opportunity! Our client, an independent wealth management firm, is seeking an Administrative Assistant/Client Services Associate to support advisors and ensure an exceptional client experience. This role plays a central part in account administration, transaction processing, and maintaining accurate client records across multiple financial systems. The ideal candidate brings at least 3+ years of experience in a financial services environment and is comfortable operating in a close-knit setting.

Position Details:

Location:

Acton, MA Work Model:

In office

Degree:

Not Required Responsibilities include supporting new account openings and ongoing account maintenance across brokerage, advisory, retirement, and trust accounts; preparing and submitting custodial documentation while ensuring compliance and accuracy; coordinating transfers, beneficiary updates, and money movement requests; processing client contributions and distributions and tracking transactions through completion; maintaining accurate client data within CRM and financial planning systems; navigating custodial platforms to execute service requests; responding to client inquiries with professionalism and urgency; preparing administrative materials for client meetings and supporting follow-up implementation. The ideal candidate possesses 3+ years of experience in wealth management, investment management, or a similar financial services setting; hands-on experience with CRM, custodial, or financial planning platforms; strong attention to detail and process discipline; the ability to manage multiple priorities in a fast-paced, operational role; clear and professional verbal communication skills; and comfort working in a small, team-oriented office environment. This opportunity offers a competitive salary, bonus potential tied to firm performance, a 401(k) with employer match, and free parking. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)