Investments Operations Associate

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Regular Part-time Sturbridge, MA, US

6 days ago Requisition

Salary Range: $26.32 To $28.85 Hourly

Cornerstone Bank was established in 2017, built on a legacy of community support and a commitment to helping individuals and businesses thrive. With deep roots in Worcester County and a strong presence throughout Central Massachusetts, Cornerstone combines the strength of a traditional bank with the personalized service of a local institution. Our community‑based banking model allows us to deliver exceptional service with a personal touch—every time.

At Cornerstone Bank, we foster a collaborative and inclusive workplace where innovation, teamwork, accountability, and excellence are more than just values—they’re how we work every day. We empower our employees to grow professionally, serve their communities, and deliver outstanding customer experiences.

The Capstone Planning Group is a comprehensive financial planning and investment team conveniently located at Cornerstone Bank. The group leverages LPL Financial which has consistently been ranked the #1 independent broker‑dealer in the industry. Cornerstone Bank is a community bank located in Central Massachusetts and is committed to our customers, colleagues & communities that we serve.

The Investment Operations Associate supports The Capstone Planning Group with a variety of administrative tasks. A primary function includes processing new account openings and tracking incoming and outgoing transfers. Exceptional customer service and organization skills are a must. The role involves frequent client interaction by phone, email, and in‑office. This position is on‑site within our Sturbridge branch.

• Greet customers in‑office
• Assist with scheduling
• Processes and track new accounts, move money requests, and transfers
• Prepare paperwork for client signatures
• Upload and file documents
• Update client contact information
• Utilize CRM system to manage and document completed tasks
• Adhere to all industry regulations, compliance, and branch security requirements

• Previous customer service experience required
• Experienced with CRM system desired
• Ability to maintain customer confidentiality
• Must be detail oriented and able to meet strict deadlines
• Must possess excellent communication, organizational, customer service, interpersonal, and computer skills

• High School Diploma or Equivalent required.
• A general knowledge of financial industry is preferred but not required.

Performs work independently within scope of established guidelines and practices. Consults with Manager where clarification or exception to Bank policy may be required.

NOTE:

These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required for this job.