A rapidly growing wealth management and investments firm is currently looking to add an Operations Associate to their downtown Boston office. The firm offers high visibility across multiple teams and financial functions - the Operations Associate will gain exposure across financial reporting, data analytics, and administrative functions.
This is an excellent opportunity to join a successful firm that values employee growth and development.
Monitor client accounts and address maintenance of accounts
Administer requests to checks/wires
Support client meeting presentations
Review/validate data from portfolio
Reconcile new accounts and set up recurring billing
Perform ad-hoc projects for compliance team and IT team as needed
Report to the Director of Operations and take over any projects as they come up
Bachelor’s degree in Finance, Economics, Accounting or related field
1+ years relevant experience
Open to recent graduates with strong academics and financial services internships
Ability to multitask, high level of professionalism, strong interpersonal skills
Please submit an up-to-date resume for immediate consideration.