Operations Associate and Administration

Boston 128, founded in 1985, is an invitation only private wealth management firm providing deeply personal attention and white glove service to individuals and families. Relationships run deep, including a tight-knit staff who enjoy collaborating while supporting clients through every stage of their financial journey.

OUR VISION STATEMENT:

To provide an unparalleled experience whereby those whom we serve consider us an extension of their family.

JOB CALLING:

This person will serve as a key member of the operations team and is responsible for supporting both new business processing and ongoing client service activities. Responsibilities include: Processing client account transactions including money movements, withdrawals, contributions, transfers, distributions, journals, and liquidations Facilitating account maintenance requests including beneficiary, address, banking, phone number, email, and name changes Managing the complete lifecycle of new account openings, transfers, rollovers, and insurance applications from submission through completion Opening custodial, advisory, retirement, and insurance accounts and ensuring all documentation is complete and accurate prior to submission Coordinating client signature collection and document execution utilizing electronic signature platforms Monitoring pending transfers, underwriting requirements, and outstanding items while proactively following through to resolution Coordinating estate and trust funding instructions and assisting with death claims and related service requests Processing Required Minimum Distributions (RMDs), systematic withdrawals, premium payments, allocation changes, and investment updates Maintaining accurate client information across CRM, custodial, reporting, and operational systems including Redtail and Albridge Preparing client review materials, reports, statements, net worth summaries, and meeting packets Managing documentation workflows, client correspondence, incoming contribution checks, and recordkeeping requirements Coordinating communications among clients, advisors, custodians, insurance carriers, vendors, and other professional partners Assisting with operational reporting, workflow improvements, process enhancements, and special projects designed to improve the client experience and firm efficiency Lead office administrations tasks Ordering office supplies and ensuring that the office is ready for client meetings Providing backup support to other operational and planning functions

BENEFITS:

Generous PTO package Health Insurance 401(k) plan with up to 4% employer match

REQUIREMENTS:

Bachelor's degree required Preferred minimum of two years of financial services, wealth management, operations, or client service experience Insurance or securities licensing preferredStrong organizational skills, priority setting, and time management Exceptional attention to detail and commitment to accuracy Excellent verbal and written communication skills Ability to manage multiple priorities and deadlines simultaneously Trustworthy with a high degree of discretion and professionalism Flexible, adaptable, and eager to learn Strong problem-solving and critical thinking abilities Emotionally intelligent with excellent relationship management skills Able to work independently while contributing positively to a collaborative team environment Experience with Redtail, Albridge, DocuSign, ShareFile, custodial platforms, or insurance carrier systems is preferred We invite you to submit your resume and cover letter to Rajani Rizzo at View email address on click.appcast.io . #J-18808-Ljbffr Boston 128 Companies, Inc