What are the responsibilities and job description for the Administrative Assistant Client Service position at BOSTON WEALTH MANAGEMENT LTD?
Boston Wealth Management, LLC is a growing financial services firm
looking to hire an individual eager to work in a fast-paced and friendly
environment helping our clients achieve business and personal financial
goals. Position Summary The Client Service Associate will help to
facilitate office communication and activities on a day-to-day basis.
This individual will assist office staff and Financial Advisors in
supporting clients while complying with firm and regulatory
expectations. This is an in-person position only, Monday - Friday.
Responsibilities & Qualifications Responsibilities: Answer incoming
calls in a professional manner Process client requests and follow up to
ensure completion Schedule client calls and meetings Review and organize
team schedules via RedTail calendar daily Process checks in a timely
manner File documents Order office supplies Process incoming/outgoing
mail Welcome clients at time of appointments, establish and build
relationships Complete required paperwork to facilitate business Assist
with various needs of office staff and Financial Advisors
Qualifications: Strong organizational skills, efficiency, and
punctuality a must Comfortable in a demanding environment Ability to
multitask is necessary Proficient in Microsoft Office (Word, Excel,
PowerPoint) Experience using a CRM system (Redtail a plus) Familiar with
a paperless office environment Three years of related work experience
preferred A background in Property and Casualty Insurance a plus.
Anticipated hiring in early 2027 due to company business expansion.
looking to hire an individual eager to work in a fast-paced and friendly
environment helping our clients achieve business and personal financial
goals. Position Summary The Client Service Associate will help to
facilitate office communication and activities on a day-to-day basis.
This individual will assist office staff and Financial Advisors in
supporting clients while complying with firm and regulatory
expectations. This is an in-person position only, Monday - Friday.
Responsibilities & Qualifications Responsibilities: Answer incoming
calls in a professional manner Process client requests and follow up to
ensure completion Schedule client calls and meetings Review and organize
team schedules via RedTail calendar daily Process checks in a timely
manner File documents Order office supplies Process incoming/outgoing
mail Welcome clients at time of appointments, establish and build
relationships Complete required paperwork to facilitate business Assist
with various needs of office staff and Financial Advisors
Qualifications: Strong organizational skills, efficiency, and
punctuality a must Comfortable in a demanding environment Ability to
multitask is necessary Proficient in Microsoft Office (Word, Excel,
PowerPoint) Experience using a CRM system (Redtail a plus) Familiar with
a paperless office environment Three years of related work experience
preferred A background in Property and Casualty Insurance a plus.
Anticipated hiring in early 2027 due to company business expansion.