Financial Document Specialist

We've partnered with a Financial Services Firm in Boston, MA who is looking for an entry level finance candidate to join their team.

• Support account-related activities, including reconciliations, special projects, and other tasks as assigned.
• Track and update internal records to reflect changes in approval status related to market registrations and account onboarding.
• Prepare and assemble documentation packages for submission to external parties and local markets, including scanning, copying, and electronic transmission.
• Draft and produce transmittal letters and shipping documentation for outgoing materials.
• Organize, maintain, and update team documentation files to ensure accuracy and accessibility.
• Manage and maintain standardized registration and documentation kits on internal platforms or shared systems.

• Must have a Bachelor’s Degree in Accounting, Finance, Economics or Business.
• Prior finance/accounting internship experience is preferred.
• Demonstrated accuracy and efficiency when working under pressure.
• Strong attention to detail with the ability to identify inconsistencies or errors.
• Clear and effective written and verbal communication skills.
• Knowledge of Microsoft Excel.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting.

The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.