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Client Services & Operations Associate

Job in Westwood, Norfolk County, Massachusetts, 02090, USA
Listing for: Kestra Financial
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial planning firm is seeking an Administrative Support specialist to provide ongoing assistance to advisors and staff. Responsibilities include handling paperwork for clients, organizing tech platforms, and supporting with marketing efforts. Candidates should have a bachelor's degree, experience in financial services, and strong organizational skills. The role also entails being detail-oriented and capable of multi-tasking. The firm offers a retirement plan and generous paid time off.
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Position Requirements
10+ Years work experience
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