Job Description

Operations Assistant & Client Service

We have been providing investment management services for over 40 years to clients all over the United States. We are looking for a talented and hard working individuals to join our growing family office & wealth management team. The new team member will work closely with experienced portfolio managers, traders and operations personel.

• Coordinate daily with investment teams and our vendor banks, brokers & technology specialists.
• Assist team with office operations to optimize work flow.
• Help manage office communications and day-to-day meetings schedules.
• Event & meeting schedule coordination.
• Support the ongoing maintenance of our physical office space.
• Responsible for incoming/outgoing office mail/courier.

We are able to create a flexible, part-time or full-time position for best candidates.

All communication with every candidate is strictly confidential.

Job Types: Full-time, Part-time

Pay: $50,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) 4% Match
• On-site gym
• Paid time off
• Paid training

Ability to Commute:

• Waltham, MA (Required)

Ability to Relocate:

• Waltham, MA: Relocate before starting work (Preferred)

Work Location: In person