Current jobs related to Financial Services Assistant - Boston, Massachusetts - Creative Financial Staffing


  • Boston, Massachusetts, United States Baystate Financial Full time

    Job OverviewAt Baystate Financial, we're seeking a talented individual to join our team as a Financial Services Representative. As a key member of our team, you'll play a crucial role in helping clients achieve their financial goals.Your primary focus will be on comprehensive financial planning, ranging from investments to insurance, and helping clients with...


  • Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full time

    Financial Advisor Opportunity at Hanscom Federal Credit UnionLPL Financial partners with credit unions to offer a comprehensive range of financial services to credit union clients. This employment opportunity at Hanscom Federal Credit Union in Boston, MA, would allow you to join the Investment Program as a Financial Advisor associated with LPL...


  • Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full time

    Financial Advisor OpportunityAt LPL Financial Holdings, Inc., we are seeking a skilled Financial Advisor to join our team at Hanscom Federal Credit Union in Boston, MA. As a Financial Advisor associated with LPL Financial, you will have the opportunity to grow your career and business, helping the people and families that look to Hanscom Federal Credit Union...


  • Boston, Massachusetts, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you succeed in your career as a Financial Advisor. Our partnership with Webster Bank in Boston, MA offers a unique opportunity to join the Investment Program and build a successful business.Key Benefits:Service an existing book of business upon hireBuild a...

  • Financial Advisor

    4 weeks ago


    Boston, Massachusetts, United States Baystate Financial Full time

    About Baystate FinancialBaystate Financial is a customer-centric, full-service financial firm that has been providing comprehensive financial services for over a century. Our team of over 300 professionals and 200 support staff work together to build financial plans for a wide variety of individuals and businesses.Job SummaryWe are seeking a highly motivated...

  • Executive Assistant

    3 days ago


    Boston, Massachusetts, United States Atrium Staffing Full time

    Job Summary:Atrium Staffing is seeking an Executive Assistant - Financial Services to provide diverse administrative and business management activities in support of top executives. The ideal candidate will have excellent interpersonal skills and the ability to manage confidential information.Responsibilities:Organize extensive travel arrangements, including...


  • Boston, Massachusetts, United States Atrium Staffing Full time

    Executive Assistant - Financial ServicesAtrium Staffing is seeking an experienced Executive Assistant to support top executives in a global investment office. The ideal candidate will have a strong background in administrative assistance, excellent communication skills, and the ability to manage confidential information.Key Responsibilities:Manage complex...

  • Executive Assistant

    1 week ago


    Boston, Massachusetts, United States Atrium Staffing Full time

    Job Summary:The Executive Assistant - Financial Services is a highly skilled administrative professional responsible for providing diverse support to top executives in a global investment office. This role requires a professional individual with excellent interpersonal skills and the ability to manage confidential information.Key Responsibilities: Heavy...


  • Boston, Massachusetts, United States Suffolk University Full time

    Senior Assistant Director of Student Financial ServicesSuffolk University is seeking a highly skilled and experienced Senior Assistant Director of Student Financial Services to join our team. As a key member of the Undergraduate Student Financial Services team, you will play a critical role in ensuring the smooth operation of our financial aid program.Key...


  • Boston, Massachusetts, United States Stifel Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will play a critical role in supporting our Financial Advisors and clients by providing exceptional customer service, administrative support, and operational expertise.Key ResponsibilitiesProvide...


  • Boston, Massachusetts, United States Baystate Financial Full time

    Unlock Your Potential as a Financial AdvisorAt Baystate Financial, we're committed to helping you succeed in your career as a financial advisor. Our comprehensive training program will equip you with the skills and knowledge you need to excel in this field.Key Responsibilities:Client Acquisition and MarketingDiscovery and Needs AssessmentCase Development and...

  • Executive Assistant

    2 weeks ago


    Boston, Massachusetts, United States Professional Staffing Group Full time

    Senior Administrative AssistantWe are seeking a highly skilled and experienced Senior Administrative Assistant to join our team in downtown Boston. As a key member of our administrative team, you will provide exceptional support to our Senior Investment Directors, managing their calendars, coordinating travel arrangements, and ensuring seamless execution of...

  • Financial Planner

    4 weeks ago


    Boston, Massachusetts, United States South Shore Retirement Services Full time

    Join Our Team as a Financial AdvisorSouth Shore Retirement Services, a leading Boston-based independent financial advisory firm, is seeking a dynamic Financial Advisor to join their team. As a key member of our advisory team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide exceptional customer service...


  • Boston, Massachusetts, United States Insource Services Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our service delivery team, you will be responsible for overseeing and performing various financial reporting and oversight activities related to the financial wellbeing of our clients.Key ResponsibilitiesManage monthly,...


  • Boston, Massachusetts, United States Insource Services Full time

    Job Title: Financial Reporting SpecialistWe are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our financial operations team, you will be responsible for overseeing and performing a variety of financial reporting and oversight activities related to the financial wellbeing of our clients.Key...


  • Boston, Massachusetts, United States Insource Services Full time

    Job Summary:We are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our service delivery team, you will be responsible for overseeing and performing various financial reporting and oversight activities related to the financial wellbeing of our clients.Key Responsibilities:Manage monthly,...


  • Boston, Massachusetts, United States Insource Services Full time

    Job Summary:We are seeking a highly skilled Financial Reporting Specialist to join our team at Insource Services. As a key member of our service delivery team, you will be responsible for overseeing and performing various financial reporting and oversight activities related to the financial wellbeing of our clients.Key Responsibilities:Manage monthly,...


  • Boston, Massachusetts, United States Moody Street Group Full time

    About The Moody Street GroupThe Moody Street Group, LLC is a general agency of OneAmerica Financial, serving a diverse clientele including individuals, business owners, professionals, and families. Our team assists clients in achieving financial objectives by providing a range of products and services that help create, accumulate, and conserve wealth.Our...


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

    Job OpportunityOppenheimer & Co. Inc. is seeking a highly skilled and detail-oriented Registered Client Service Associate to join their Bellevue branch office.The ideal candidate will possess excellent interpersonal and multi-tasking skills, with the ability to operate independently and as part of a small team. The successful candidate will be responsible...


  • Boston, Massachusetts, United States Bankers Life Full time

    Unlock Your Earning PotentialBankers Life is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to build a client base, develop expertise, and guide clients towards financial freedom.Key Responsibilities:Build strong relationships with clients...

Financial Services Assistant

2 months ago


Boston, Massachusetts, United States Creative Financial Staffing Full time

About the Role:

Creative Financial Staffing is seeking a dedicated Finance Associate to become an integral part of our team. This position will involve collaborating closely with the Finance Director to establish and enhance the financial processes within the organization.

Why Join Us?

  • Our firm has been a prominent player in the financial sector for over two decades.
  • We pride ourselves on our close-knit team environment, comprising fewer than 70 employees, allowing for direct interaction with senior management.
  • We provide a comprehensive benefits package that is highly competitive.
  • This role presents a unique opportunity to gain valuable insights and experience in the financial services field.

Key Responsibilities:

  • Manage the accounts payable and receivable functions, ensuring accurate posting to the general ledger and performing account reconciliations.
  • Assist in the monthly closing processes and the preparation of financial statements.
  • Engage with external partners, including auditors and tax consultants, as necessary.
  • Collaborate with colleagues to ensure that all expenses are properly authorized and processed.
  • Oversee the vendor management system.
  • Maintain a robust control environment with appropriate financial checks and balances.

Qualifications:

  • A Bachelor's degree in Accounting or Finance is required.
  • Proficiency in major ERP systems and Excel, including vlookups, is preferred.
  • At least one year of experience in accounting or finance is desirable, with internship experience being acceptable.