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Account Administrator

Beacon Hill Staffing Group, LLC Boston Full-Time
$50,000.00 - $60,000.00 / year
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Our client, a wealth management firm, is looking for an Account Administrator to join the team and provide support to the firm's advisors as well as act as the liaison between the company and its clients. The main purpose of this role is to process, monitor and maintain client accounts and to provide administrative and operational support to the team. Major responsibilities will include fielding and answering incoming client calls regarding questions about account administration, communicate with the proper advisors to resolve account issues, research information requested by clients and advisors, review signed documents to ensure accuracy, and also monitor and follow-up on all asset transfers. This role will also assist with the establishment and opening of new accounts. The ideal candidate will have 2+ years of applicable experience, preferably some exposure to the trading industry, a keen attention to detail and a willingness to assist in any project needed within the firm. This candidate needs to have a positive attitude and be service oriented! This is an incredible opportunity to work with a company who treats employees exceptionally and has top-notch benefits!

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

URL blocked - click to apply
URL blocked - click to apply
Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Pharma and Beacon Hill Technologies by visiting URL blocked - click to apply.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)

 

Skills required

Accounts Payable
Accounts Receivable
Bookkeeping
Collections
Receivables
Deposit Accounts
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Job ID: 1162617

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About Beacon Hill Staffing Group

Founded by industry leaders to set a new standard in search, career placement, and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.

View the full profile