job title:Administrative Assistant/Client Service Associate
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Boutique investment management firm located in Wellesley, Massachusetts is seeking an administrative assistant/client service associate to service two financial advisors. Responsibilities include responding to client requests (check disbursements, address and beneficiary changes, etc.) and the processing of initial and ongoing client paperwork. Prior experience preferred, although we are willing to train the right person. Family friendly, competitive salary, health insurance and 401(k) profit sharing plan. Standard business hours, Monday through Friday, 9:00 AM – 5:30 PM. Send resume to cbrown@cfaemail.com.