Financial Associate - Braintree, MA

The Financial Planning Associate plays a key role in supporting our client advisory team delivering exceptional client experiences for our high-net worth client base. · This individual serves as the primary resource for the Senior Wealth Advisor as well as Senior Leadership team ...

The Financial Planning Associate plays a key role in supporting our client advisory team and delivering exceptional client experiences for our high-net worth client base. · ...

We're focused on people. We work hard to attract and retain the best. · Other perks include:On-site gym and fitness classes and one-on-one personal training · On-site nurse, nutritional counseling, and mental health resources · Full-service cafeterias · ...

We're focused on people. We work hard to attract and retain the best. That means providing a great work environment, encouraging work/life balance, offering flexible work arrangements, · competitive salaries and benefits packages. · We invest in our employees and encourage them t ...

Arbella is committed to building a workplace that's diverse, inclusive, and equitable for everyone. · On-site gym and fitness classes · On-site nurse · ...

The Senior Associate will play a key role in supporting SS&C GIDS's financial operations team. · ...

The Senior Associate will play a key role in supporting SS&C GIDS's financial operations team, contributing to the accurate and timely processing and reporting of financial data. · This position requires a detail-oriented individual with a strong understanding of financial princi ...

We're looking for a Senior Associate Financial Reporting to join our team at State Street.The main function of this role is to ensure accurate delivery of shareholder reporting per agreed-upon production calendars. · Prepares and performs 1st level reviews on client financial sta ...

The main function of the role is: Work in conjunction with individuals on the team as well as other Shared Services/COEs, outsource partners, Client Operations, other business units and external clients as needed to ensure all shareholder reporting is accurately delivered per agr ...

Client/Intermediary facing position in the Retail Alternative Investment division of SS&C. This relationship team supports multiple financial intermediaries (wire-houses, TPAs, custodians) and alternative investment products. As member of this team you will be assigned intermedia ...

Boutique financial planning firm seeking Financial Planning Associate/Associate Advisor to work directly with lead advisor in preparing financial plans and supporting high-quality advice delivery. · Prepare financial plans and retirement analyses using planning software. · Draft ...

A globally recognized Wealth Management firm in Boston is hiring an Associate Financial Advisor as a growth position. · Provide Financial Advisory services to new clients · Investigate and uncover clients' wealth planning needs, goals, and issues through detailed data and inform ...

The Financial Associate I reporting to the Director Financial Operations performs accounting tasks and control functions that support the operations and financial record-keeping of OEE. · Processes a high volume of vendor payments and reimbursements in a timely manner · Resolves ...

· Financial Reporting Associate - Private Equity · High-growth Private Equity firm is looking for a Financial Reporting Associate to add to the team Candidates will have prior experience in Public Accounting with Financial Services / PE clients, or with prior corporate industry ...

The Office for External Education (OEE) is a highly entrepreneurial, diverse, and inclusive department within Harvard Medical School delivering a portfolio of innovative medical education opportunities. The Financial Associate I reporting to the Director Financial Operations perf ...

+ Job summary: As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut. This person will facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund ...

About Us My practice is a boutique independent financial planning firm serving the pre-retiree and retirees. Our focus is on tax efficient retirement income planning and encompasses investments insurance medicare and all aspects of the clients financial life. · We are seeking a F ...

+ Provide financial support to operation organization · + Coordinates and supports monthly financial reporting · + Monitors departments' financial budgets and annual forecasts along with regulatory plans and project analysis. · Responsible for producing monthly financial reports, ...

Nuestros representantes financieros en Modern Woodmen of America están dedicados a ayudar a individuos de todos los orígenes a alcanzar sus metas financieras. · Creen y ejecutan planes financieros personalizados que ilustran la situación actual de los miembros, destacan sus aspir ...

The Financial Associate I is a role within the Office for External Education (OEE) at Harvard Medical School. The position supports the operations and financial record-keeping of OEE's Continuing Education portfolio. · ...