Account Specialist

Needham, MA

We are seeking to fill an Account Specialist position to assist with the operations of our branch office. This individual should be highly motivated, ability to work in a fast-paced, collaborative environment, be detail-oriented, organized, and have strong interpersonal skills.

Duties & Responsibilities
  • Meeting preparation for financial advisers
  • ORION (financial software) maintenance and generating reports
  • Spreadsheet creation and maintenance
  • Fidelity Wealthscape data entry and maintenance
  • Provide general office support where needed, including phone coverage.
  • 0 to 2 years of experience
  • BS/BA or comparable Associate degree in business

Salary commensurate with experience.

GW & Wade is an independently managed financial advisory firm with $8.3 billion of assets under management (12/31/20). For 35 years, GW & Wade has been an industry-leading financial adviser, providing successful executive management teams, individuals and their families with holistic tax planning, retirement and estate planning and investment management services. D.K. Brede Investment Management Company joined the GW & Wade team in December 2020, and is a branch of GW & Wade located in Needham, MA.

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