What are the responsibilities and job description for the Business Operations Support Specialist position at Baystate Financial?
Business Operations Support Specialist.
Baystate Financial seeks full time Business Operations Support Specialist
A team of advisors affiliated with Baystate Financial, seek a high energy administrative assistant to support a team of financial planners / investment advisors on a full-time basis. We are searching for a well-organized and professional individual to add to the team in our Falmouth, Maine office locations. Business hours are Monday through Friday, 8:30 am – 5:00 pm. After the first 6 months of work, if productivity and training goals are met there will be the opportunity for hybrid work if desired on Fridays.
Qualifications include superior verbal and written communication skills as well as a professional phone presence. Applicant must possess strong time management skills with the capacity to prioritize business needs. Familiarity with business technology tools such as Microsoft Office Suite, Salesforce, as well as the ability to quickly gain working knowledge of job-specific technology tools is a priority. Solid attention to detail and innate organizational skills are required to successfully navigate a large volume of incoming information and maintaining integrity of sensitive client data.
Primary responsibilities of this role include:
· Prepare applications for insurance clients
· Prepare account opening paperwork for securities business
·Track new business applications for investment and insurance applications to completion
· Manage general client service requests
· Ordering client medical requirements
· Liaison between Advisor and client
· Maintaining up-to-date client records in CRM system
· Ability to work independently and prioritize/handle multiple tasks at once
Interested candidates should submit a cover letter and resume to the email address provided. Competitive compensation provided commensurate with relevant prior work experience and qualifications. Experience in Financial Services preferred but not required. We will train the proper candidate. A college degree in preferred but no required. Benefits offered include: 401k, short- and long-term disability, and life insurance.
Salary Range - $38,000 - $52,000
Equal Opportunity and Affirmative Action Employer
Salary : $38,000 - $52,000