Careers

Account Specialist

Wellesley, MA

We are seeking to fill an Account Specialist position to assist with the operations of Broker/Dealer in our asset management group. This individual should be highly motivated, ability to work in a collaborative environment, detail-oriented, organized, and have strong interpersonal skills.

Duties & Responsibilities
  • New Account setup and administration utilizing FBSI and Wealthscape
  • Cash disbursements and receipts
  • Maintaining and updating the Weekly Performance Sheet
  • New Money function
  • ORION (financial software) maintenance and generating reports
  • Review daily exceptions reports
  • Support collection and production of documents during regulatory examination
  • Assist in the books and records administration of the Compliance Department

Qualifications
  • Looking for a candidate with 0 to 2 years of experience
  • BS/BA or comparable Associate degree in business
Salary commensurate with experience

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