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Administrative Assistant/Client Services Associate

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Beacon Hill

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Location:
United States , Acton

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Category:
Finance

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Contract Type:
Not provided

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Salary:

70000.00 - 75000.00 USD / Year
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Job Description:

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.

Job Responsibility:

  • 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.

Requirements:

  • 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
  • comfort working in a small, team-oriented office environment.
What we offer:
  • Bonus potential tied to firm performance
  • 401(k) with employer match
  • free parking.

Additional Information:

Job Posted:
May 04, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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