Lifestyle Service Associate

6 days ago

Boston, Massachusetts, United States MaestroFS Full time
Job Title: Lifestyle Service Associate

We are seeking a highly skilled and experienced Lifestyle Service Associate to join our team at MaestroFS. As a key member of our team, you will be responsible for providing exceptional support to our high net worth clients, ensuring their needs are met with the highest level of professionalism and discretion.

Key Responsibilities:
  • Payroll and Benefits Administration
    • Process payroll on a weekly basis for multiple clients and entities using platforms like ADP, Paychex, Homepay, and Gusto.
    • Track and verify staff-reported hours and expenses, ensuring accurate entry into payroll systems.
    • Review payroll submissions from junior staff, approving and releasing payroll accordingly.
    • Manage expense reimbursement requests, particularly through platforms like Ramp, and track PTO (Paid Time Off) reporting.
    • Coordinate with clients to secure approval for reported hours and PTO.
    • Review and analyze annual benefits renewals (medical, dental, vision, etc.), providing clients with recommendations on benefit plans and contribution percentages.
    • Set up benefits accounts, including 401K, for new entities and manage annual 401K testing.
    • Oversee the enrollment of new employees in benefits programs and coordinate COBRA as needed.
    • Collaborate with P&C insurance brokers to ensure required insurance coverage is in place (e.g., Worker's Comp, EPLI, disability).
  • Household and Vendor Management
    • Coordinate and schedule household vendor appointments, managing follow-ups as necessary, and occasionally attend vendor appointments at client homes.
    • Manage household vendor schedules and maintenance calendars, updating them throughout the year.
    • Compile household manuals and act as the liaison with clients' onsite staff.
    • Conduct vendor due diligence and research service providers; visit client homes to pick up, administer mail, and action any necessary items.
    • Administer Property and Casualty insurance, including communicating with insurance agents to update policies on cars, homes, boats, and valuable articles. Maintain electronic insurance files and manage claims.
    • Perform health insurance research, including Medicare and individual health insurance enrollment. Submit medical expenses for reimbursement and research concierge medical providers and travel insurance options.
  • Client Research and Administrative Support
    • Conduct client research and analysis for requests such as car purchases, vacation options, appliance brands, event venues, etc.
    • Manage season tickets and procure tickets for various events.
    • Assist with event planning and travel planning, including private aviation analysis, booking flights, and coordinating transportation.
    • Perform general administrative duties, including binding, copying, scanning, certified mail, faxing, and FedEx.
    • Offer administrative assistance to other client teams and assist with corporate or client projects as needed.
  • HR Management and Support
    • Assist with domestic staff management, including formulating job descriptions, candidate searches, interviews, benefits research, and ongoing payroll administration.
    • Maintain constant communication with client's staff to address issues and provide necessary resources.
    • Conduct year-end employee reviews and provide feedback to staff.
    • Assist clients in redesigning staffing plans and provide suggestions on roles to hire.

Requirements:

  • Education: High School Diploma required; Bachelor's Degree preferred.
  • Experience: Prior experience in insurance, household management, personal assistance, payroll/HR, or administrative roles is preferred.
  • Skills: Proficiency in Microsoft Office programs and internet research. Ability to manage and coordinate with vendors and domestic staff. Strong attention to detail, accuracy, and confidentiality.
  • Attributes: A self-starter with the ability to work independently, demonstrate initiative, and tackle a wide variety of client requests with enthusiasm. Strong organizational skills with the ability to prioritize and execute successfully in a fast-paced environment.
  • Additional Requirements: Must live within a commutable distance of the office location and have reliable transportation. Commitment to high fiduciary standards and confidentiality. Willingness to contribute to the growth of a small company.

  • Customer Service Associate

    1 month ago

    Boston, Massachusetts, United States Atlantic Group Full time

    Location: Boston, MA Type: Temporary Job #38647 Salary: $20.00 Job Overview – Customer Service Associate: Our esteemed client is looking for a Customer Service Associate to join their Boston team. As the Customer Service Associate, you will be responsible for providing exceptional service to customers, handling inquiries, and managing complaints...

  • Culinary Service Associate

    1 week ago

    Boston, Massachusetts, United States Compass Group Careers Full time

    Job OverviewJoin the team at Compass Group as a Culinary Service Associate. We are looking for dedicated individuals to fill a full-time position.Position Details:Schedule: Full Time, Monday - Friday, 6:30 am - 3:30 pmCompensation: $24.00 to $25.00 per hourExperience Required: Front of House, Supervisory, Key Holder, or Barista experience...

  • Laboratory Services Associate

    2 weeks ago

    Boston, Massachusetts, United States VALIDATION ASSOCIATES LLC Full time

    Job OverviewWe are seeking a dedicated Operations Associate to join our team at VALIDATION ASSOCIATES LLC. This role is essential in providing vital laboratory support within a customer-focused environment. The primary objective is to ensure the efficient operation of laboratory activities by serving as a central point of contact for all related inquiries...

  • Food Service Associate

    6 days ago

    Boston, Massachusetts, United States Compass Group Careers Full time

    Job SummaryWe are seeking a skilled Food Service Associate to join our team at Compass Group Careers. As a key member of our restaurant staff, you will be responsible for delivering exceptional customer service and ensuring a seamless dining experience for our patrons.Key ResponsibilitiesDeliver food and beverages to customers in a timely and professional...

  • Sales Associate

    4 days ago

    Boston, Massachusetts, United States Away Full time

    Job OpportunityAway is a global lifestyle brand with a mission to transform travel through products and content that inspire people to get away more. We are seeking a Part-Time Sales Associate to join our team in Boston, Seaport.About the RoleThis is an exciting opportunity to join a dynamic team and contribute to the success of our retail store. As a Sales...

  • Guest Services Associate

    2 weeks ago

    Boston, Massachusetts, United States Marriott International, Inc Full time

    Job OverviewCategory: Rooms & Guest Services OperationsPosition Type: Non-ManagementSchedule: Full-TimeLocation: Not specifiedPosition SummaryAs a Guest Services Associate, you will be the first point of contact for our guests, welcoming them with warmth and professionalism. Your responsibilities will include:Greeting and escorting guests to their...

  • Catering Service Associate

    2 weeks ago

    Boston, Massachusetts, United States JobsRUs Full time

    Position OverviewThe Catering Service Associate will be responsible for the organization, setup, and delivery of catering services to designated locations or meeting spaces. This role demands a commitment to providing prompt and courteous service to all clients.Key Responsibilities:Ensure the seamless execution of catering requests.Deliver exceptional...

  • Financial Services Associate

    2 weeks ago

    Boston, Massachusetts, United States 5 Legal Full time

    Position Overview5 Legal is a prestigious AmLaw top 100 firm renowned for its exceptional financial services. We are currently seeking talented associates to become integral members of our Global Finance group.The successful candidates will possess between 2 to 5 years of experience in securitization or structured finance. Experience with private credit or...

  • Financial Services Associate

    3 days ago

    Boston, Massachusetts, United States 5 Legal Full time

    Job Overview5 Legal, a prominent law firm, is seeking a highly skilled associate to join their Financial Services group.The ideal candidate will have 3-6 years of experience working with registered investment companies, with a strong understanding of the Investment Company Act and Investment Advisers Act.Key responsibilities will include:Providing expert...

  • Client Services Associate

    1 week ago

    Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full time

    JOB DESCRIPTIONAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a reputable investment banking and full-service brokerage firm with a rich legacy in the financial services sector. We are in search of a Registered Client Service Associate (RCSA) to enhance our operations.Key Responsibilities:Manage daily inquiries from clients and financial...

  • Guest Services Associate

    2 weeks ago

    Boston, Massachusetts, United States RAFFLES Full time

    Position OverviewAs a Guest Services Associate, you will be the welcoming face of our establishment, ensuring that every guest feels valued and appreciated from the moment they arrive. Your dedication to the property and respect for our guests' belongings will create a warm and inviting atmosphere.Key ResponsibilitiesEfficiently manage the delivery of...

  • Guest Services Associate

    2 weeks ago

    Boston, Massachusetts, United States RAFFLES Full time

    Position OverviewAs a Guest Services Associate, you will be the welcoming face of our establishment, ensuring that every guest feels valued and appreciated from the moment they arrive. Your dedication to our property and respect for our guests' belongings will create a warm and inviting atmosphere.Key ResponsibilitiesEfficiently manage the delivery of...

  • Overnight Residential Service Associate

    2 weeks ago

    Boston, Massachusetts, United States Mediate Management Company Full time

    Position OverviewBecome a vital part of our esteemed property management firm, recognized for over thirty years of excellence in managing upscale residential properties. We are currently seeking an Overnight Residential Service Associate to deliver outstanding service and assistance to our residents and their guests.Core Responsibilities:Work the overnight...

  • Customer Support Associate

    2 weeks ago

    Boston, Massachusetts, United States VALIDATION ASSOCIATES LLC Full time

    Job OverviewWe are seeking a dedicated Operations Associate to join our team at VALIDATION ASSOCIATES LLC, providing essential laboratory support as part of a collaborative service team. This role is designed to ensure the efficient operation of laboratory activities by serving as a primary contact for all related inquiries and support.Key...

  • Client Services Associate I

    7 days ago

    Boston, Massachusetts, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    Become a vital part of our esteemed wealth management divisionTHE BANK OF NEW YORK MELLON CORPORATION is presenting a remarkable opportunity for a dedicated individual to join our Wealth Management division as a Client Services Associate I.In this role, you will be responsible for:Executing both standard and complex client service and transaction support...

  • Associate, Client Service Representative

    1 week ago

    Boston, Massachusetts, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    Unlock a Career in Wealth ManagementThe Bank of New York Mellon Corporation is seeking a highly motivated individual to join our Wealth Management team as an Associate, Client Processing I. This role is a great opportunity to develop your skills and expertise in client service and transactional support.Key Responsibilities:Provide exceptional client service...

  • Client Service Associate

    1 week ago

    Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full time

    JOB DESCRIPTIONAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent investment banking and full-service brokerage firm with a rich legacy in the financial services sector. We are in search of a Registered Client Service Associate (RCSA) to enhance our operations.Key Responsibilities:Manage daily inquiries from clients and financial...

  • Client Service Associate

    2 weeks ago

    Boston, Massachusetts, United States Oppenheimer & Co. Inc. Full time

    JOB DESCRIPTIONAbout Oppenheimer & Co. Inc.:Oppenheimer & Co. Inc. is a prominent investment banking and full-service brokerage firm with a rich legacy in the financial services sector. We are currently in search of a Registered Client Service Associate (RCSA) to support our operations.Key Responsibilities:Manage daily inquiries from clients and financial...

  • Associate, Client Service Representative

    3 days ago

    Boston, Massachusetts, United States THE BANK OF NEW YORK MELLON CORPORATION Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Associate, Client Processing I to join our Wealth Management team at The Bank of New York Mellon Corporation. This role is located in Boston, MA.Key ResponsibilitiesPerform routine and non-routine client service and transactional support functions.Interact with other organizational units/teams...

  • Client Service Associate

    2 months ago

    Boston, Massachusetts, United States CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...