Registered Principal for Investment Operations. Baystate Financial, a dynamic Financial Planning firm, is seeking a full-time Registered Principal to join our Investment Operations Team to coordinate investment accounts openings and manage client service requests. Responsibilities for this role include but are not limited to. Investment New Accounts Opening. Manage the preparation and and processing of applications for new investment accounts, in...
Registered Principal for Investment Operations. Baystate Financial, a dynamic Financial Planning firm, is seeking a full-time Registered Principal to join our Investment Operations Team to coordinate investment accounts openings and manage client service requests. Responsibilities for this role include but are not limited to. Investment New Accounts Opening. Manage the preparation and and processing of applications for new investment accounts, in...
Company Overview. New England Financial Group, an office of Baystate Financial, is where innovation in financial services meets tradition. We are a fast-growing team specializing in financial planning and wealth management for a select group of business owners and high-net-worth families. Position Overview. We are seeking a highly organized and adaptable Executive Assistant to provide comprehensive support to one of our partners. This role will i...
Client Services/New Business Coordinator. Financial Services firm seeks full time Client Services/New Business Coordinator in our. Wakefield, MA. office location. Business hours are Monday through Friday, 8:00am – 5:00 pm. Upon completion of training there will be opportunity for hybrid work if desired. Qualifications include superior verbal and written communication skills as well as a professional phone presence. Applicant must possess strong t...
Client Services/New Business Coordinator. Financial Services firm seeks full time Client Services/New Business Coordinator in our. Wakefield, MA. office location. Business hours are Monday through Friday, 8:00am – 5:00 pm. Upon completion of training there will be opportunity for hybrid work if desired. Qualifications include superior verbal and written communication skills as well as a professional phone presence. Applicant must possess strong t...
Securities Sales Assistant. Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI, Wellesley, MA or Boston, MA locations. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday. Qualifications include superior verbal and written communication skills, a professional...
Securities Sales Assistant. Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI, Wellesley, MA or Boston, MA locations. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday. Qualifications include superior verbal and written communication skills, a professional...
Securities Sales Assistant. Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI, Wellesley, MA or Boston, MA locations. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday. Qualifications include superior verbal and written communication skills, a professional...
Securities Sales Assistant. Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI, Wellesley, MA or Boston, MA locations. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday. Qualifications include superior verbal and written communication skills, a professional...
Financial Services Administrative Assistant. Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI (Wellesley, MA or Boston, MA) locations. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday. Qualifications include superior verbal and written communication skil...
Financial Services Administrative Assistant. Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI (Wellesley, MA or Boston, MA) locations. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday. Qualifications include superior verbal and written communication skil...
Client Services/New Business Coordinator. Financial Services firm seeks full time Client Services/New Business Coordinator in our. Wellesley, MA. office location. Business hours are Monday through Friday, 8:00am – 5:00 pm. Upon completion of training there will be opportunity for hybrid work if desired. Qualifications include superior verbal and written communication skills as well as a professional phone presence. Applicant must possess strong t...
