Job Details
New grads! If you are seeking an entry level role, and have interest in financial services operations, please apply.
In this role you will be responsible for a variety of important administrative to help keep our team running smoothly and effectively.
Contract to Hire
Location: Waltham, free parking
Hours: 8:30-5:30
Pay: $25/hr
Salary: 50-55k
Key Responsibilities:
- Reviewing incoming transfer requests for advisor offices joining the team and processing in a timely manner
- Reviewing incoming transfer correspondence from our back office, National Financial Services and verifying relevant information related to the request
- Placing calls to contra firms to inquire about firm requirements and transfer status
- Potential for other duties as needed
Core strengths:
- Able to process high volume of repetitive tasks with accuracy
- Self-motivated
- Strong verbal and written communication skills
- Able to handle several tasks at once and switch gears when needed
- Attention to detail
Must have:
-Bachelor's Degree preferred
-MS Office
Nice to have:
-Previous experience in financial services