Top 3719 Document management Jobs in Raynham Ma

Wealth Management Administrative Assistant
Great Oak Capital Partners —South Easton, MA
- $50,000 - $80,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
Quick Apply
Executive Assistant
Massachusetts State College Association (MSCA) —Bridgewater, MA
- $40 an hour
- Part-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Organizational skills
- Flexible schedule
Quick Apply
Advancement Gift Entry Specialist
Stonehill College —Easton, MA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
9d
Associate Administrative Assistant
PepsiCo —Taunton, MA
- $39,500 - $63,100 a year
- Office
- Fair chance
- Entry level
- Paid parental leave
- Health insurance
3d
Medical Records I- Attleboro
Dana-Farber Cancer Institute —Attleboro, MA
- $49,500 - $56,900 a year
- Full-time
- 3 years
- High school diploma or GED
- Clinic
Document Control Associate
Sebela Pharmaceuticals Inc. —Holbrook, MA
- $22 - $26 an hour
- Mid-level
- High school diploma or GED
- Organizational skills
Quick Apply
Quality Compliance Associate
Integra LifeSciences —Mansfield, MA
- $62,100 - $85,100 a year
- Email
- English
- Mid-level
- Organizational skills
- Disability insurance
- Health insurance
Executive Assistant
Ocean Spray Cranberries, Inc. —Middleboro, MA
- $65,700 - $82,100 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
3d
Document Review and Verification Associate
Tempus Unlimited —Stoughton, MA
- $21 an hour
- Full-time
- Background check
- Microsoft Outlook
- Research
- 403(b) matching
- Health savings account
Quick Apply
6d
Facilities & Records Coordinator
Brockton Area Multi-Servi —Brockton, MA
- $18 - $22 an hour
- Contract
- Microsoft Outlook
- HIPAA
- Office
Quick Apply
Document Management Associate
Brown University Health —Providence, RI
- $18.13 - $29.90 an hour
- 8 hour shift
- Microsoft Outlook
- Computer literacy
- Medical office experience
11d
Office Manager
RCL Mechanical —Raynham, MA
- $25 an hour
- Part-time
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
9d
HR Operations Specialist
Eastern Bank —Brockton, MA
- $27.30 - $37.28 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
3d
Risk Management Specialist
Clean Harbors —Norwell, MA
- $44,850.00 - $127,748.90 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid training
- Employee stock purchase plan
Claim Technical Assistant - Hybrid
Arbella Insurance Group —Quincy, MA
- $22.00 - $23.35 an hour
- Full-time
- Hybrid work
- Customer service
- Writing skills
- Office
- Tuition reimbursement
- Flexible schedule
IT Support Services Technician
Wheaton College Massachusetts —Norton, MA
- $28.50 - $30.00 an hour
- Full-time
- Classroom
- Google Workspace
- Mid-level
Payroll Clerk
Costco Wholesale Corporation —Sharon, MA
- Office
- Driving
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Executive Director
Raynham Housing Authority —Raynham, MA
- $84,000 - $94,000 a year
- Full-time
- Background check
- Office
- Older adults
- Health insurance
- Paid time off
Quick Apply
13d
Assistant Estimator
MassGreen Insulation —Hingham, MA
- $20 an hour
- Full-time
- Spanish
- Microsoft Outlook
- Construction site
- Health insurance
- 401(k)
Quick Apply
2d
Mechanical Inspector
Primo Medical Group —Stoughton, MA
- $22 - $26 an hour
- Full-time
- Background check
- Basic math
- Mid-level
- Health insurance
- Dental insurance
Quick Apply

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Wealth Management Administrative Assistant

Great Oak Capital Partners
South Easton, MA

Quick Apply

Job Details

Full-time
$50,000 - $80,000 a year

Benefits

Health insurance
401(k)
Paid time off
401(k) matching
Flexible schedule
Retirement plan

Qualifications

Wealth management
Phone communication
DocuSign
Greeting customers
Administrative experience
Attention to detail
Task prioritization
Organizational skills
Telephone systems
Client email correspondence
Office phone management
Office experience
Client interaction via phone calls

Full Job Description

**Client Service Coordinator**

**Overview:**

We are seeking a detail-oriented and organized Client Service Coordinator to join our fast-growing team. The ideal candidate will provide administrative support to multiple advisors, handle clerical tasks, and ensure the smooth running of our office operations and meeting compliance requirements. If you are a proactive individual with excellent communication skills, detail orientated with a strong work ethic, we invite you to apply.

**Duties.**

- Perform general office tasks such as answering phones, greeting clients, responding to emails, managing client files, assisting multiple advisors, preparing for in office meetings.

- Assisting with client on-boarding, including collecting and entry of data from clients; open, update, and maintain client accounts; process account transfers; and ensure all documentation complies with firm policies.

- Maintaining complete and accurate client records and facilitating completion of tasks in CRM tool (Redtail).

- Provide back-office support to advisors such as preparing and sending documents via DocuSign, communicating with clients to satisfy inquiries, etc.

- Communicate with service providers on behalf of the client and advisors.

- Utilize Microsoft Office (Word, Excel, Outlook, Teams) for various office tasks and projects

**Requirements:**

- Attention to detail with high accuracy

- Proven experience with customer service, office assistant or a similar role within a wealth management firm is required

- Experience with phone systems

- Strong organizational skills with the ability to prioritize tasks effectively

- Excellent communication skills, both written and verbal. Oral and written communication must be polite and professional.

- Ability to work independently and as part of a team

- Business Casual Attire

If you are looking to contribute to a dynamic office environment and possess the necessary skills to excel in this role, we encourage you to submit your application for consideration. Join us in supporting our office operations and contributing to our overall success.

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Flexible schedule
Health insurance
Paid time off
Retirement plan

Experience:

Wealth Management & Investment Services: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

document management jobs in raynham ma

Wealth Management Administrative Assistant

Executive Assistant

Advancement Gift Entry Specialist

Associate Administrative Assistant

Medical Records I- Attleboro

Document Control Associate

Quality Compliance Associate

Executive Assistant

Document Review and Verification Associate

Facilities & Records Coordinator

Document Management Associate

Office Manager

HR Operations Specialist

Risk Management Specialist

Claim Technical Assistant - Hybrid

IT Support Services Technician

Payroll Clerk

Executive Director

Assistant Estimator

Mechanical Inspector

I want to receive the latest job alert for document management in raynham ma

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