Operations Specialist
We are The Hollister Group, the Boston area's leading women-owned staffing firm guiding candidates through the job search process and connecting top-tier talent with opportunities that meet the needs of our candidates and our clients. Our Recruiters will help you refine your goals, improve your resume and interview skills, and stay on the lookout for a position that matches your experience and ambition!
Our Accounting & Finance Staffing team is currently looking to speak with candidates who would be a good fit for roles with the specifications below:
Responsibilities:

• Maintain and regularly update portfolio management system
• Perform both routine and ad hoc client billing
• Identify and resolve issues impacting client account performance
• Update cost basis reconciliation for client accounts
• Assist team with software data transitions and validate existing data using Excel
• Process and validate recurring and spontaneous requests for distributions/checks/wires
• Supervise, instruct, troubleshoot, and provide information on the company's client portal
• Support client team with necessary information for client meetings and presentations
• Help with testing policies and procedures and documenting results

Qualifications:

• 2 years of relevant experience required; wealth management sector experience preferred
• Experience with Fidelity & Schwab as custodians, and experience with Black Diamond/Practifi (a Salesforce overlay) are pluses
• Comfortable with learning, maintaining, and assisting with software systems
• Proficiency with Microsoft Word and Excel required
• Ability to manage overlapping tasks/priorities while maintaining accuracy and keen attention to detail
• Excellent written and verbal communication skills
• Effective, personable collaborator and team member

If these details don't quite align with you, don't worry! We have a variety of Accounting & Finance roles with clients in Investment Management, Healthcare, and more. Reach out to us with your resume via email at apply@hollistergroup.com to connect with a recruiter to see how we can help you in your search!
Our Commitment to Diversity, Equity & Inclusion
The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.

Benefits:
401K, Donation-Matching Program, Employee Events, Employee Referral Program, Flexible Schedules, Flexible Spending Accounts, Free Food and Coffee, Game Rooms, Gym Memberships, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, Mobile Phone Discount, Paid Holidays, Paid sick days, Performance bonus, Prescription Drug Coverage, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From Home

About the Company:
The Hollister Group, Inc.

The Hollister Group, Inc. is a women-owned staffing consultancy built around four core values - open communication, passion, integrity, and community. Hollister takes an unparalleled approach to partnering with clients and talent to support them in realizing their personal and business goals. Our over 30 years in business is a testament to the value and energy we place in delivering a consistent experience of excellence and in focusing on the long-term relationship rather than the short-term transaction. This inspires the approach to everything we do. Our Staffing division partners with companies to transform the recruiting process, supporting them to easily recruit, select, and hire the right-fit talent. We collaborate with talent as hands-on advocates, supporting them fully throughout the hiring process. Our goal is extraordinary and sustained success for both hiring companies and talent. Our Staffing clients experience transparent communication and unparalleled ongoing support. Our Cultures division helps organizations with people-centric leaders at the helm to develop effective teams, maximize individual contribution, and transform their work culture to allow for sustainable creativity and impact. Our Cultures clients experience uncommon systemic transformation.

Company Size:
50 to 99 employees

Industry:
Staffing/Employment Agencies

Founded:
1988

Website:
https://hollistergroup.com