Department Clarendon Private
Grade: 9 Salary Range: $24,258 - $81,036
Actual compensation within the pay range will be decided based on factors including but not limited to skills, prior relevant experience, and specific work location.
Location: Boston, MA - 131 Clarendon St
Principal Objective: Performs a variety of administrative, sales, and marketing support activities related to the investment and wealth management business at Clarendon Private, a subsidiary of Beacon Financial Corporation.
Principal Duties and Responsibilities
• Maintains executives schedule by planning meetings, conferences, teleconferences, and travel. • Greets clients and prospects at the Reception desk, answers, and directs inquires. • Provides backup to team members who are out of the office, monitors emails of teammates for incoming client requests. • Provides a superior level of service and responsiveness to customers needs within the scope of authority and expertise. • Maintains client files in hard copy or online, sets up initial files, and updates as necessary to keep in compliance for financial service audits. • Assists with outgoing correspondence. • Prepares marketing pitch books for prospect and client meetings. • Leaves with outside marketing team to edit marketing materials and blogs. • Responsible for preparing and submitting teams expense reports. • Responsible for adhering to Clarendon Privates policies and procedures and regulatory compliance requirements. • Coordinates meeting and special event details as necessary. • Prepares reports by collecting and analyzing information. • Maintains customer confidence and protects operations by keeping information confidential. • Maintains office supply inventory. • Contributes to team effort by accomplishing related results as necessary.
Job Specifications
Skills, Knowledge, and Abilities Required
• Bachelors Degree preferred • Proven organizational skills with ability to prioritize and strong attention to detail • General knowledge and interest in investment services • Highly comfortable with learning new technology platforms • Strong telephone skills, proficient in Microsoft Office skills (Word, Excel, Outlook) • Excellent verbal and written communications skills
Behavioral Skills
• Consistently demonstrate behaviors associated with Beacon Bank & Trusts Core Four values: adaptability, accountability, leadership, and teamwork.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. This job description is subject to change at any time.
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