Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Financial Services Administrative Assistant
Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI (Wellesley, MA or Boston, MA) locations. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday.
Qualifications include superior verbal and written communication skills, a professional and friendly phone presence, strong organizational skills, and an ability to learn and adapt to new software and processes quickly. Familiarity with Microsoft Office and Client Relationship Management (CRM) applications is necessary.
The duties of this role include supporting the New Business team, but not limited to –
Investment – New Accounts
Investment Support
A background in Financial Services is necessary. SIE, S6 and/or S7 and S63 registrations desired.
We offer a competitive hourly rate with bonus potential commensurate with relevant prior work experience and qualifications. Qualified candidates should submit a cover letter and resume to the email address provided.
Equal Opportunity and Affirmative Action Employer
Baystate Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.
If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person