Associate Investment Operations Assistant

Summary

Our growing Investment Operations Department is looking for an Associate Investment Operations Assistant to help us achieve our goals. This is a wonderful opportunity to learn new skills and advance your career as we continue to expand our supports to the Commonwealth Financial Group advisors. This hybrid role can be based in either the Bedford, NH or Boston, MA office. This position will play a crucial role in supporting the operations of the firm's growing investment business, collaborating across departments to ensure a streamlined Advisor experience. The ideal candidate will have a strong background in customer service, administrative support and excellent communication skills. We encourage you to apply for this opportunity if you are passionate about providing top tier service while maintaining a professional and personable attitude.

Key areas of responsibility

• Support Financial Advisors and agency staff with investment-related business submissions and inquiries.
• Serve as a knowledgeable resource for product, platform, and process questions, providing timely and accurate responses.
• Research and resolve advisor and client inquiries related to investment accounts and documentation.
• Accurately enter application data, track cases, and ensure completion of all required documentation.
• Process incoming checks in accordance with compliance and operational guidelines, ensuring timely and accurate handling.
• Contact clients to obtain missing information, clarify discrepancies, or support application processing as needed.
• Maintain proficiency in key investment systems (e.g., A360, Envestnet, account opening platforms).
• Act as a liaison between Advisors and the Home Office to facilitate account completion and issue resolution.
• Monitor and follow up on outstanding or missing information to ensure timely processing.
• Deliver proactive communication and real-time updates on application and case statuses.
• Collaborate with team members to streamline processes and support departmental projects and initiatives.
• Participate in ongoing training and professional development activities.
• Assist with special projects and perform other duties as assigned.

Qualifications

• Associates or Bachelor’s degree
• Basic understanding of financial concepts
• Proficient with MS Office (Word, Excel, PowerPoint and Outlook)
• Excellent organizational skills and attention to detail
• Strong verbal, written, and interpersonal communication skills
• Ability to thrive in a fast-paced environment, manage multiple priorities, and adapt quickly to changing tasks
• Demonstrated ability to work collaboratively in a team setting with a positive and professional attitude
• 1 years of customer service experience
• 1 years of administrative experience
• 1 years financial services experience preferred

Commonwealth Financial Group is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

HIRING ALERT: Commonwealth Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type: Full-time

Pay: $45,000.00 - $58,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Work Location: Hybrid remote in Boston, MA 02210

Salary : $45,000 - $58,000