We are a prestigious investment firm in Middlesex County, Massachusetts, seeking a high-quality, energetic individual to work with a successful Financial Advisor team. This is an excellent opportunity for someone looking for part time/mother’s hours.

Principle Responsibilities:

• Work with a Financial Advisor team to prepare for client meetings and general administrative tasks
• Follow up on action steps resulting from prospect and client meetings (e.g., complete paperwork for investment and insurance products); provide ongoing support and service as appropriate
• Handle advisor needs proactively
• Maintain all contact records

·Required Knowledge/Skills/Competencies:

• An amazing attitude and extraordinary client service skills
• Strong communication and interpersonal skills
• High attention to detail
• Excellent organizational and time management skills
• Demonstrated ability to work in fast-paced environment
• A self-starter who can work independently as well as in group settings
• Ability to handle multiple tasks and operate under tight deadlines

Don’t delay, if you are interest in this position, send us your resume, hours you are available and compensation requirements.

• Principals only. Recruiters, please don’t contact this job poster
• Do NOT contact us with unsolicited services or offers

Job Type: Part-time 25-30 hours

Job Type: Part-time

Schedule:

• Monday to Friday

Experience:

• Customer service: 1 year (Required)

Ability to Relocate:

• Waltham, MA 02453: Relocate before starting work (Required)

Work Location: In person