Our client, a fast-paced and dynamic financial services team located just outside of Boston, is seeking a detail-oriented and highly organized professional to join their growing team. This hybrid role requires in-office presence two days pe...
primary role of the Wealth Associate is to provide administrative, client relationship and investment support to an advisor... or team of advisors, including any and all daily, monthly, and annual tasks, research and reporting. The Wealth Associate...
and records Provide ad hoc reports for Senior Management Team Qualifications: Associate degree in accounting or finance...
Management Team Qualifications: Associate degree in accounting or finance; bachelor’s degree preferred 3-5 years...
schedules, and reconcile payroll transactions Qualifications: Associate’s degree in accounting or finance; bachelor...
, and reconcile payroll transactions Qualifications: Associate’s degree in accounting or finance; bachelor’s degree preferred 3...