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Financial Services Client Support & Operations Specialist

Job in Westwood, Norfolk County, Massachusetts, 02090, USA
Listing for: Nashville Public Radio
Full Time position
Listed on 2026-01-31
Job specializations:
  • Administrative/Clerical
Job Description & How to Apply Below
A financial planning firm is seeking an administrative assistant to provide ongoing support to advisors and staff in Westwood, Massachusetts. Responsibilities include gathering paperwork, managing tech platforms, and assisting with client service requests. The ideal candidate will have a bachelor's degree and experience in financial services, be detail-oriented, and possess strong organizational skills. This role requires proficiency in MS Office and familiarity with electronic signing platforms like Docu Sign.
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