Top 19 Economics Jobs in Pittsfield, Ma

Account Services Associate
Apella Wealth —Lenox, MA
- $50,000 - $60,000 a year
- Full-time
- CRM software
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Health savings account
Quick Apply
Trade Finance Manager
Beacon Bank —Pittsfield, MA
- $80,083 - $147,544 a year
- 6 years
- Customer service
- Writing skills
SBA Business Development Officer - North Carolina
Beacon Bank —Pittsfield, MA
- $80,083 - $147,544 a year
- Call employer
- 7 years
- Bachelor of Science
- Mid-level
Small Business Portfolio Manager II - Exception Managed
Beacon Bank —Pittsfield, MA
- $25.00 - $43.51 an hour
- Microsoft Excel
- Microsoft Outlook
- Writing skills
2d
Commercial Real Estate Analyst
BBG —Castleton, NY
- $50,000 - $75,000 a year
- Full-time
- Microsoft Word
- Office
- Finance
- Health insurance
- Work from home
Quick Apply
5d
SCHOOL AGE GROUP LEADER
Child Care of the Berkshires Inc —Adams, MA
- Full-time
- Classroom
- Ability to lift 50 pounds
- Education
Quick Apply
Internal Auditor - (Location Castleton NY)
Questar III BOCES —Castleton, NY
- $47,503 - $62,688 a year
- Mid-level
- Office
- Finance
5d
Teacher, Career and Technical Education and New Visions - STEM
Questar III BOCES —Castleton, NY
- $51,348 - $71,081 a year
- Classroom
- High school
- Engineering
Sr Risk Systems Developer
Community Choice Financial Family of Brands —United States
- Full-time
- Computer science
- Azure
- Computer Science
- Paid training
- Health savings account
Senior Appraiser (247840)
Newmark —United States
- Full-time
- Writing skills
- 3 years
- Finance
- Health insurance
- 401(k)
Quick Apply

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Trade Finance Manager
Beacon Bank —Pittsfield, MA
Approve trade finance facilities, structure complex client transactions, and mitigate credit, country, and foreign exchange risks.
$80,083 - $147,544 a year
Association Manager
Capitol Hill Management Services, Inc. —Albany, NY
The Association Manager serves as the primary point of contact for several association clients, working closely with volunteer leaders, board members,…
$50,000 - $80,000 a year
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9d

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Financial Analyst
Iannarino Fullen Group —Columbus, OH
Bachelor’s degree in Finance, Accounting, Economics, or a related field. This position requires a strong foundation in financial analysis, quantitative research…
From $25.71 an hour
Quick Apply
9d
Financial Services Representative
Tailored Management —Columbus, OH
Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
$19 an hour
Quick Apply
5d

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Account Services Associate

Apella Wealth
Lenox, MA

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Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Paid parental leave
Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Pet insurance

Qualifications

CRM software
Customer communication
Salesforce
Microsoft Office
Administrative experience
Client services
Financial services

Full Job Description

About Apella

Apella Wealth is an employee-owned, wealth advisory firm (RIA) headquartered in West Hartford, CT with offices across the nation serving thousands of investors, families, businesses and institutions.

Founded in 2014, we are growing rapidly with more than $10B in assets under management. We are scaling both organically and through strategic acquisitions as we enter new regional markets and develop world-class, client-relevant capabilities.

Most importantly, we are growing by identifying the right partners that embrace our culture, share in our values, and are dedicated to putting client service first in all they do.

We compete for talent.

We owe it to our clients and our co-workers to find the right people for them and us.At Apella, we do meaningful financial planning with people we genuinely enjoy working with.

The Role

As an Apella Account Services Associate (ASA), you’ll serve in a key support role for advisory teams working daily in close collaboration with Client Relationship Specialists (CRSs), Financial Planning Associates (FPAs), and Apella Advisors who will be serving HNW and UHNW clients. This role reports into a Client Relationship Specialist, Lead and works as part of a team of two or more CRSs providing administrative and operational support to assigned Apella Advisors.

This is a rare opportunity to step into a well-supported, high-trust, administrative role within a national, fee-only RIA. You’ll receive the opportunity to support seasoned Apella Advisors and provide increasing leverage to their activities as you learn the financial advisory business from the inside and earn opportunities to work on challenging client management issues.

You’ll be joining a team obsessed with client service – where good enough never is. You’ll be expected to identify and take charge of opportunities to improve team operations and efficiency from Day 1. This will be a challenging administrative support role that can lead to significant opportunity and career growth within the firm. The right candidate for the ASA position will execute brilliantly, improve constantly, and have a relentless passion for identifying ways to raise the bar for themselves, their teammates, and the firm.

Where you’ll work:

This role will be located on either our Lenox, MA or West Hartford, CT - based teams and be expected to be available for in-office meetings with some remote work flexibility as determined by your specific team leadership.

What you’ll be responsible for:

Providing daily administrative support to CRSs, FPAs, and Apella Advisors
Office management including ordering supplies, incoming mail, and delivery receipts
Preparations for onsite client visits and ensuring a “white glove” experience
Completing and processing account forms with accuracy within the deliverable timeframe
Scanning documents and logging receipt for compliance purposes
Assisting with Advisor expense filing and reimbursements
Processing cashiering requests with accuracy and within the service level timeframe
Monitoring Salesforce cases daily
Monitoring custodian alerts daily
Responding to client service requests as needed
Assisting with marketing & operations department projects on an as needed basis
Perform other duties as required by senior team members

What qualifications we’re looking for:

A four-year degree in business, finance, economics or similarly relevant field preferred (not required)
1-3 years of administrative experience working in financial services, engineering or technical fields
High initiative personality and superb judgment under pressure
Ability to navigate competing priorities while maintaining composure and focus
Exceptional critical thinking abilities and attention to detail
Excellent written and oral communication skills; strong listening skills; professional demeanor
Strong organizational, prioritization and project management skills
Ability to multi-task and manage time effectively in a fast-paced environment
Ability to work independently and as part of a team
Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); ERP and CRM software
Eager to learn and able to adapt quickly to multiple technology platforms and rapid change

What we offer:

A base salary range of $50K - $60K with discretionary bonus and opportunity to learn the wealth advisory industry from experienced Apella Advisors and client service professionals on a daily basis.

A comprehensive benefits package including:

Day 1 Medical, Dental, and Vison health insurance coverage for you and your specific needs
Health Savings Account (HSA) and Flexible Spending Account (FSA) options w/company contribution
401(k) retirement plan with company match to help you achieve your financial goals
Generous paid time off (PTO) policy to ensure you have time to rest and recharge when needed
Employer-paid life insurance, AD&D, short-term disability, and long-term disability coverage options
16-week fully paid Parental Leave programs and adoption assistance support to help you start a family
Continuing education and certification fee reimbursement for professional development
Discount perks on travel, childcare, fitness, electronics, meal delivery, pet insurance, and more
Most importantly: The chance to help shape the future of a growing regional team and firm

Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid parental leave
Paid time off
Parental leave
Professional development assistance
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

economics jobs in pittsfield, ma

Account Services Associate

Trade Finance Manager

SBA Business Development Officer - North Carolina

Small Business Portfolio Manager II - Exception Managed

Commercial Real Estate Analyst

SCHOOL AGE GROUP LEADER

Internal Auditor - (Location Castleton NY)

Teacher, Career and Technical Education and New Visions - STEM

Sr Risk Systems Developer

Senior Appraiser (247840)

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I want to receive the latest job alert for economics in pittsfield, ma

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