Advisor Support Associate
New Today
A confidential financial services firm in Waltham, MA is seeking an Advisor Support Associate for a 6-month hybrid contract role , offering $30-32/hour with a Monday-Friday, 9:00 AM-5:00 PM schedule and three days in-office. This position supports financial advisors using the firm's internal technology platform and is ideal for someone tech-savvy with experience in financial services or data operations.
Job Responsibilities
Provide support to financial advisors using the firm's internal portfolio platform
Troubleshoot data issues related to account balances, holdings, transactions, and statements
Collaborate with internal tech and operations teams to resolve service issues
Handle service cases, data entry, emails, and occasional advisor phone calls
Support advisor reporting needs, including portfolio analysis and meeting prep
Candidate Qualifications
Background in financial services or back-office operations preferred
Proficient in Microsoft Office and generally tech-savvy
Strong attention to detail and problem-solving ability
Excellent communication and multitasking skills
Experience with platforms like Advent, dbCAMS, or Albridge is a plus
Qualified and interested candidates are encouraged to apply today for immediate consideration.
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
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 offer a complete suite of staffing services 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 and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
- Location:
- Waltham
- Category:
- 43-4051.00 - Customer Service Representatives