Description
Functions as a part of a larger team dedicated to helping members pursue their long-term financial goals. Assist with the daily administrative operations for an assigned group of Financial Consultants. Responsible for all aspects of client servicing and records administration.
Here’s what you can expect from the job and what you need to be successful:
What You’ll Do:
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Support the Financial Consultants by processing account applications and paperwork, obtaining necessary account documents, resolving inquiries and notifications, performing account maintenance, and handling account transfers.
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Review and resolve client service and account set up issues.
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Schedule appointments and prepare materials for client meetings, including performance reports, annuity information, RMD information, outstanding service items, account maintenance forms, and other related materials.
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Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
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Perform clerical / administrative tasks, including documentation required for books and records, the preparation and processing of correspondence and communications, syncing of calendars, and daily filing of client information.
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Assist in facilitating annual client RMD distributions.
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Assist with operational tasks on behalf of the program.
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Perform other job-related duties as assigned or requested.
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Complies with regulatory compliance and assigned training requirements.
Essential Skills:
- Bachelors degree preferred or equivalent work experience.
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Experience working in financial services and/or a sales environment.
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Knowledge of investment operations, procedures, transfers and industry terminology.
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FINRA Series 7 and 63 registrations preferred
Location: Chelmsford, MA
Target Compensation: $30.00 - $33.70 / hour
Schedule: M-F, 8am-5pm (40 hours)
Who We Are:
What makes First Tech different? Click here to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees are eligible for:
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Traditional medical, dental, and vision coverage
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Generous 401(k) match
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Paid Time Off: - You’ll accrue up to 15 days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
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Paid federal holidays
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Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria
Employment Statements:
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [email protected] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address
First Tech is not currently offering Visa transfer/ sponsorship for this position.
