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Wealth Service Administrator

B

Boston Private Bank

Wealth Service Administrator

Upton, MA +73 locations
Full Time
Paid
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  • Responsibilities

    Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time home buyers, economic development, social services, community revitalization and small businesses. Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company. Responsibilities: As part of the Wealth Advisory team, the Wealth Service Administrator will be responsible for assisting the Wealth Advisory and Business Development groups with administrative support. This role will provide administrative support in an efficient and well-organized manner in the areas of client meeting materials, quarterly reporting, account maintenance (opening/closing accounts), and clerical duties, including copying, scanning and filing. Responsibilities, Duties, and Accountabilities: -Provide general administrative support to the Wealth Advisory and Business -Development groups which includes copying, scanning, and filing documents -Support Wealth Advisory team as needed on ongoing firm projects -Prepare and complete various reports for clients and prospects -Process client paperwork -Process Salesforces cases as needed -Provide support as needed for Client Advisor Associates and Business Development Associates -Other duties as assigned Qualifications: -1-2 years of experience required -Bachelor degree preferred -Organizational and time management skill

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