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Client Finance Assistant Jobs in Massachusetts






Job info
 
Company
**********
Location
Quincy, MA
Posted Date
Aug 06, 18
Info Source
Employer  - Full-Time  

... long-term relationships. • Ensures superior client satisfaction by acting as an ... advocate for clients and ensuring client issues are satisfactorily resolved. Proactive ... satisfactorily resolved. Proactive identification of..

 
Company
Net2Source
Location
Brighton, MA
Posted Date
Aug 16,2018
Info Source

Job Description · Assist with assessing the adequacy of SOX/MAR internal controls and efficiencies ... About Our Client: Our client is a multinational corporation that provides business consulting .....

 
Company
Mason & Mason Technology Insurance Services, Inc.
Location
Whitman, MA
Posted Date
Aug 16,2018
Info Source

Billing, including the administrative processing of premium finance quotes as needed * Accuracy ... Experience in assistance-based roles, client service, and/or insurance industry a plus..

 
Company
Moore Staffing Services
Location
Belmont, MA
Posted Date
Jun 04,2018
Info Source

Part-Time Bookkeeper/Finance/ Administrative Assistant Our community-serving client near Belmont, MA is hiring a bookkeeping/administrative professional on a part-time basis to oversee the fiscal .....

 
Company
Bruce Favorat CFP DBA Securities Service Network
Location
North Andover, MA
Posted Date
Jul 10,2018
Info Source

Assist in the preparation of integrated financial plans for clients * Generate or update periodic performance reports and other ad hoc investment reports * Place trades for client accounts * Address ..

 
Company
Corps Team on behalf of our client
Location
Wakefield, MA
Posted Date
Aug 01,2018
Info Source

Our client, one of the fastest-growing, multi-state, vertically integrated cannabis companies in ... financial statements to be provided to lenders and investors * Assist with monthly analytics on .....

 
Company
Commonwealth Financial Group
Location
Needham, MA
Posted Date
Aug 14,2018
Info Source

... Assistant & SalesForce (CRM systems), office projects (TBD ... Assisting other staff with various tasks: financial plan presentations, portfolio construction .....

 
Company
Pinnacle Acquisitions
Location
Brockton, MA
Posted Date
Aug 15,2018
Info Source

Strong drive to grow business with excellent presentation and consultative skills Client (What We ... Finance Advertising Public speaking Restaurant, retail, hotel experience, retail management .....

 
Company
Boston Hire
Location
Boston, MA
Posted Date
Jul 17,2018
Info Source

Financial firm downtown is seeking an experienced Executive Assistant to join their team! This ... Assisting with preparation, printing, and binding of client presentations; mailing of client .....

 
Company
Essential Innovations, Inc.
Location
Seekonk, MA
Posted Date
Aug 06,2018
Info Source

PUBLIC RELATIONS We are a Marketing company with exceptional customer service that offers financial ... relations, client relations, clients, advertising, restaurant, mass communications, business .....

 
Company
Cityscapes
Location
Boston, MA
Posted Date
Jun 20,2018
Info Source

Plans/organizes and implements events such as meetings, business luncheons, or client visits and ... Supports the Finance Department with monthly mailings and filing * Supports the Human Resources .....

 
Company
BNY Mellon Investment Management
Location
Boston, MA
Posted Date
Aug 01,2018
Info Source

S. by Financial Times publications Professional Wealth Management and The Banker. The firm has more ... It has $238 billion in total client assets, as of December 31, 2017, and an ..

 
Company
Lincoln Financial
Location
Lexington, MA
Posted Date
Aug 14,2018
Info Source

... the financial planner while working to support the planning practice. Must have excellent ... Maintains integrity of client information. Compliance: Assists the Planner(s) in maintaining a .....

 
Company
Surety Bond Professionals
Location
Natick, MA
Posted Date
Aug 13,2018
Info Source

Client Services Administrator for Fast Growing Financial Services Agency We are looking for a ... Assist in the quality assurance process for our administration team * Nurture relationships with .....

 
Company
Symmetry Partners
Location
Lenox, MA
Posted Date
Jul 02,2018
Info Source

... financial planning process * Process account paperwork and maintain related files * Assist with ... Respond to client requests for service * Answer telephone, relays messages and greet clients..

 
Company
Boston Law Firm
Location
Boston, MA
Posted Date
Aug 14,2018
Info Source

... Finance practice. Responsibilities : * Draft, edit, redline and proofread a high volume of ... Provide quality client service by communicating professionally to internal and external client .....

 
Company
Financial Independence Group Talent Solutions
Location
Woburn, MA
Posted Date
Jul 27,2018
Info Source

One of our top Financial Advisors has a newly created Client Services Associate position available. YOUR ROLE: As part of the Client Services Function, you will assist with the operations associated ..

 
Company
Financial Compass Group, LLC
Location
Wellesley, MA
Posted Date
Jun 13,2018
Info Source

Financial Compass Group, LLC is a busy and thriving boutique financial advisory firm associated ... This opportunity combines client service, investment account and internal operations, investment .....

 
Company
McCarthy Financial
Location
Woburn, MA
Posted Date
Jul 10,2018
Info Source

... client meetings · Prepare correspondence and finalize paperwork and distribute to recipients in ... financial plan · Liaise with clients to meet their needs · Act as a liaison between ..

 
Company
Financial Independence Group Talent Solutions
Location
Woburn, MA
Posted Date
Aug 13,2018
Info Source

... Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to ... Assist with planning and coordinating of client appreciation events. * Manage the firm-wide Client .....

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