Top 4847 Managing partner Jobs in Easton, Ma

Wealth Management Administrative Assistant
Great Oak Capital Partners —South Easton, MA
- $60,000 - $80,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
Quick Apply
Director of Online Merchandising
Olivenation LLC —Avon, MA
- $110,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- 7 years
- Marketing
- Health insurance
- Retirement plan
Quick Apply
2d
LN Venues, Director of Premium Sales and Service
Live Nation —Mansfield, MA
- $64,000 - $150,000 a year
- Full-time
- Business development
- Bachelor's degree
- Organizational skills
- Health savings account
- Paid holidays
Human Resources Business Partner
Jordan's Furniture —Taunton, MA
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Travel
- Recruiting
- Work from home
Quick Apply
Operations Manager - Stoughton, MA
Amazon.com Services LLC —Stoughton, MA
- $91,000 - $136,500 a year
- Weekends as needed
- Customer service
- Military
- Engineering
- AD&D insurance
- Health insurance
7d
Project Manager-Manufacturing
RF Venue, Inc. —Walpole, MA
- $80,000 - $100,000 a year
- Full-time
- Google Workspace
- Engineering
- ERP systems
- Health insurance
- Dental insurance
Quick Apply
9d
Veterinarian
Veterinary Practice Partners —Boston, MA
- $150,000 - $190,000 a year
- Full-time
- Mid-level
- Paid time off
Quick Apply
11d
Operations Manager
Banner Environmental Services, Inc. —Norwood, MA
- $90,000 - $110,000 a year
- Full-time
- Background check
- Spanish
- Construction site
- Health insurance
- Dental insurance
Quick Apply
Botanical & Floral Design Manager
Cityscapes —Roxbury, MA
- $67,000 - $73,000 a year
- Full-time
- 5 years
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Licensed Psychiatrist
Headway —Boston, MA
- Up to $259 an hour
- Remote
- Private practice
- Medicine
- Psychiatry
Licensed Psychiatrist
Headway —Massachusetts
- Up to $259 an hour
- Remote
- Private practice
- Medicine
- Psychiatry
Managing Attorney Family Law
DOVE, Inc. —Quincy, MA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Management
- Writing skills
- Health savings account
- AD&D insurance
Quick Apply
12d
Director of Landscape Design & Construction
Ivy Studio, LLC —Canton, MA
- $130,000 - $165,000 a year
- Full-time
- Hybrid work
- 7 years
- Construction site
- Residential
- Travel reimbursement
- Mileage reimbursement
Quick Apply
7d
Clinical Dental Director
42 North Dental —Norwood, MA
- $250,000 - $500,000 a year
- CPR Certification
- Dental office
- Surgery
- Continuing education credits
- Health insurance
Quick Apply
Clinical Dental Director
42 North Dental —Norwood, MA
- $250,000 - $500,000 a year
- CPR Certification
- Dental office
- Surgery
- Continuing education credits
- Health insurance
Quick Apply
Clinical Dental Director
42 North Dental —Newton, MA
- $250,000 - $500,000 a year
- CPR Certification
- Dental office
- Surgery
- Continuing education credits
- Health insurance
Quick Apply
Per Diem Nurse
Good Shepherd Community Care —Newton, MA
- Per diem
- RN License
- Mid-level
- Residential
- 403(b) matching
- Employee assistance program
Quick Apply
Spanish Speaking Hospice Nurse
Good Shepherd Community Care —Newton, MA
- $84,000 - $104,000 a year
- Full-time
- Spanish
- RN License
- Mid-level
- 403(b) matching
- Paid holidays
Quick Apply
Managing Clinical Director
Tend —Boston, MA
- $216,000 - $500,000 a year
- Email
- CPR Certification
- Dental office
- BLS Certification
- Wellness program
- Commuter assistance
Quick Apply
Senior VP Sales
Dynamic Drain Technologies —Cambridge, MA
- $150,000 - $250,000 a year
- Full-time
- Salesforce
- Residential
- Analysis skills
- Health insurance
- Paid time off
Quick Apply

I want to receive the latest job alert for managing partner in easton, ma

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

managing partner jobs near easton, ma

Wealth Management Administrative Assistant

Great Oak Capital Partners
South Easton, MA

Quick Apply

Job Details

Full-time
$60,000 - $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: $60,000.00 - $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

managing partner jobs in easton, ma

Wealth Management Administrative Assistant

Director of Online Merchandising

LN Venues, Director of Premium Sales and Service

Human Resources Business Partner

Operations Manager - Stoughton, MA

Project Manager-Manufacturing

Veterinarian

Operations Manager

Botanical & Floral Design Manager

Licensed Psychiatrist

Licensed Psychiatrist

Managing Attorney Family Law

Director of Landscape Design & Construction

Clinical Dental Director

Clinical Dental Director

Clinical Dental Director

Per Diem Nurse

Spanish Speaking Hospice Nurse

Managing Clinical Director

Senior VP Sales

I want to receive the latest job alert for managing partner in easton, ma

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected