Must have the ability to maintain client confidentiality
High level of personal integrity and commitment to excellence
Desire to continually learn and improve skills; willingness to obtain Series 7 and Series 66 (or Series 63 and Series 65) a plus
Why You Should Apply
Competitive benefits, 401k, and company paid parking
Generous paid time off
Tuition reimbursement and opportunities for career development
Administrative AssistantJob Responsibilities
Provide support to senior-level registered and administrative assistants
Assist with preparing client meeting materials and reports, reviewing and filing documents, client mailings, preparing marketing kits, sorting incoming mail, and answering phones
Prepare and send correspondence; review and process incoming paperwork for new client accounts
Send documents to broker/dealer or fund companies; manage any follow up communication
Document all client related activities in CRM in a timely manner with efficiency
Maintain client relationships via email, phone, online, and in-person meetings
Process and follow up on fund transfers via check, journal, EFT, or wire transfer in Wealthscape/ICP
Participate in client staff meetings and make recommendations to systematize and improve office functioning
AboutBartholomew & Company
Bartholomew & Company is a full-service investment management and planning firm based in Worcester, MA. To learn more, please visit our website at www.bartandco.com.
Bartholomew & Company is an equal opportunity employer, dedicated to building an inclusive and diverse workforce.