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Financial Services Finance Assistant

Wealth Management Investment Assistant II

Job in Cambridge, Middlesex County, Massachusetts, 02140, USA
Listing for: Citizens
Full Time position
Listed on 2026-04-17
Job specializations:
  • Finance & Banking
    Financial Services, Finance Assistant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services provider is seeking an Investment Assistant II to support Financial Advisors in Cambridge, MA. This role includes managing client service requests, onboarding new clients, and ensuring compliance with regulations. Candidates should have at least 3 years of experience in financial services, with strong communication skills and the ability to multitask in a fast-paced environment. This position offers competitive hourly pay and various benefits.
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