Baystate Financial jobs in Massachusetts

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FINANCIAL SERVICES ADMINISTRATIVE ASSISTANT

Prepare and process applications for new investment accounts & annuities. Monitor account transfers and communicate with client throughout the process. Prepare and review case status to ensure in good order. Monitor trades in ac...

CompanyBaystate Financial
AddressWellesley, MA
CategoryInformation Technology
Salary$60,000 - $70,000 a year
Job typeFull-time
Date Posted 4 days ago See detail

Financial Services Administrative Assistant

Baystate Financial

Wellesley, MA

$60,000 - $70,000 a year

Prepare and process applications for new investment accounts & annuities. Monitor account transfers and communicate with client throughout the process. Prepare and review case status to ensure in good order. Monitor trades in ac...