Operations Administrator

2 weeks ago


Waltham, United States Planet Professional Full time

New grads If you are seeking an entry level role, and have interest in financial services operations, please apply.


In this role you will be responsible for a variety of important administrative to help keep our team running smoothly and effectively.


Contract to Hire

Location: Waltham, free parking

Hours: 8:30-5:30

Pay: $25/hr

Salary: 50-55k


Key Responsibilities:

- Reviewing incoming transfer requests for advisor offices joining the team and processing in a timely manner

- Reviewing incoming transfer correspondence from our back office, National Financial Services and verifying relevant information related to the request

- Placing calls to contra firms to inquire about firm requirements and transfer status

- Potential for other duties as needed


Core strengths:

- Able to process high volume of repetitive tasks with accuracy

- Self-motivated

- Strong verbal and written communication skills

- Able to handle several tasks at once and switch gears when needed

- Attention to detail


Must have:

-Bachelor's Degree preferred

-MS Office


Nice to have:

-Previous experience in financial services



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