Wealth Management Admin & Client Support

Workers Federal Credit Union

Workers Credit Union is seeking a Financial Assistant in Littleton, MA, to support the Wealth Management Program, assist with appointment coordination, client communications, and document preparation, while operating in a regulated, unlicensed role. The role provides coordinated sales and service support to Financial Advisors, helping with client communications, scheduling, and maintaining accurate records. #J-18808-Ljbffr Workers Federal Credit Union

Apply

Vacancy posted 13 hours ago

Similar jobs that could be interesting for youBased on the Wealth Management Admin & Client Support in Littleton, MA vacancy

Wealth Management Admin & Client Services (Hybrid)
Workers Credit Union is seeking a Financial Assistant in Littleton, MA to provide administrative, client service, and operational support for the Wealth Management Program. The role assists advisors with scheduling, communications, documents, and workflow while ensuring...
Suggested
Workers' Credit Union Inc.
Littleton, MA
2 days ago
Wealth Management Admin Assistant - Hybrid
Workers Credit Union is seeking a Financial Assistant in Littleton, MA to provide administrative, client service, and operational support for the Wealth Management Program. You will assist with appointment coordination, client communications, document preparation, workflow...
Suggested
Work at office
ADP, Inc.
Littleton, MA
4 days ago
Wealth Management Administrative Assistant (Hybrid)
Workers Credit Union is seeking a Financial Assistant to support the Wealth Management Program. You will assist with appointment coordination, client communications, document preparation, and administrative tasks while ensuring compliance in an unlicensed role. You will...
Suggested
Workers Credit Union
Littleton, MA
13 hours ago
Family Operations Manager & Personal Assistant
$30 - $32 per hour
Sage-Haus is seeking an experienced Household Manager & Family Assistant to support a busy Westford household. This part-time role covers driving, meal prep, laundry, organization, and behind-the-scenes logistics with autonomy and a warm presence. Typical schedule is Mon...
Suggested
Part time
Immediate start
Early shift
Sage-Haus
Westford, MA
1 day ago
Assistant Salon Manager
$30 - $40 per hour
...Assistant Salon Manager Join your locally owned Great Clips® salon team and take the... ...If you're a licensed stylist who enjoys supporting others, staying organized, and helping a... ...in the world — no self-marketing to find clients, booth rent or hidden fees, and no appointments...
Suggested
Hourly pay
Flexible hours
Orchard Hill Park
Leominster, MA
2 days ago
Client-First Sales & Service Associate II
...Associate II to be the face of the branch, taking full ownership of client relationships from start to finish. You will identify sales... ...judgment, and the ability to close solutions with confidence while supporting daily branch operations. #J-18808-Ljbffr Northern Bank
Northern Bank
Sudbury, MA
13 hours ago
Administrative - Administrative Assistant
...Administrative Support For Biologics Development Reporting to... ...: Calendar, Travel & Expense Management Functional Area Org Chart Ownership... ..., etc.) Active member of Client Administrative Coordination Team... ...and any site applicable admin team Site distribution list ownership...
Local area
Omni Inclusive
Devens, MA
22 hours ago
Administrative Professional - Real Estate
$23 - $25 per hour
...for an Administrative Assistant for our client, a real estate and leasing company in Harvard... ...of this position are to support the administrative functions of the company... ...applicants File varied forms and document management Answer phones and direct calls to appropriate...
Work at office
Monday to Friday
Express Employment Professionals Defunct
Harvard, MA
3 days ago
Household Manager & Family Assistant
$30 - $32 per hour
...Household Manager & Family Assistant Are you the person who naturally stays three steps ahead — lunches packed, activity bags ready... ...'s day-to-day rhythm. This is a hands-on role combining family support, driving, meal prep, organization, and household logistics, with...
Hourly pay
Part time
Seasonal work
Immediate start
Flexible hours
Afternoon shift
Early shift
sageHaus LLC Defunct
Westford, MA
22 hours ago
Branch Office Administrator
...people come first. With over 9 million clients and 20,000 financial advisors across the... ...associates are seen, heard, respected, and supported. This is what we believe makes us the... ...client support team members. Account Management: Aptitude to learn and understand the financial...
Full time
Temporary work
Work at office
Home office
Flexible hours
Edward Jones
Maynard, MA
2 days ago
Escort Support Personnel Assistant
...Job Description Overview Escort Support Personnel Assistant Ft. Devens, MA... ...trusted insights into Records and Information Management, Administrative Solutions, Information... ...are and extends to relationships with our clients, our team members, and our communities....
Contract work
For contractors
Work experience placement
Interim role
Work at office
Night shift
Weekend work
Chenega Corporation
Devens, MA
16 days ago
Business Services Recruiting Assistant - Early Careers
$60k - $70k
...thrive as an exceptional professional in a supportive culture. If you aspire to be the best,... ...process on a global scale, including managing candidate correspondence and setting up... ...and effective working relationships with clients, vendors, and other representatives of external...
Full time
Work at office
Flexible hours
Latham & Watkins LLP
Lowell, MA
4 days ago
Part-Time Sales & Service Associate (Stoneham, Westford, Melrose)
$20 - $25 per hour
...the face of the branch the one person a client can count on from start to finish. This role... ...genuine care, and white-glove service Manage client interactions across all channels:... ...close no handoffs, no dropped balls Support branch leadership with daily operational...
Hourly pay
Part time
Northern Bank
Westford, MA
2 days ago
Household Manager & Family Assistant
$30 - $32 per hour
...'s day-to-day rhythm. This is a hands-on role combining family support, driving, meal prep, organization, and household logistics, with... ...life run more smoothly behind the scenes. Job Title: Household Manager & Family Assistant Location: Westford, MA 01886 Employment Type...
Hourly pay
Part time
Seasonal work
Immediate start
Flexible hours
Afternoon shift
Early shift
Sage Haus
Westford, MA
1 day ago
Real Estate Admin Assistant - Detail-Oriented, Mon-Fri
...Cincinnati East is seeking an Administrative Assistant for a client in Harvard, MA. The role supports administrative functions, reviews applications, and... ...review applications, gather necessary paperwork, and manage files while maintaining strong attention to detail. This...
Hourly pay
Full time
Monday to Friday
Express Employment Professionals - Cincinnati East
Harvard, MA
2 days ago
Automotive Assistant & Service Managers
...Tires & Brakes at Discount Prices - Automotive Assistant & Service Managers Put your career into high gear with Mavis Tires & Brakes at... ...Manager As a future leader of Mavis, the Assistant Manager supports the Store Manager to ensure each Mavis retail location operates...
Weekly pay
Full time
Mavis Tire
Lowell, MA
4 days ago
Net/Sys Admin II - Network/System Administrator
...SUBJECT MATTER EXPERTS specializing in security and risk management. We’re intimately familiar with DOD security programs and mission... ...II The primary function will be to organize, install, and support government organization’s computer systems, including local area...
Hourly pay
Full time
Contract work
Work experience placement
Work at office
Local area
Watermark Risk Management International
Bedford, MA
8 days ago
Assistant Kitchen Manager
$15 - $22 per hour
...Assistant Kitchen Manager At Outback Steakhouse, we believe that people want to be part of something they can be proud of, is fun,... ...experience. With limited supervision, the Assistant Kitchen Manager supports back-of-house team members and Kitchen Managers by maintaining...
Temporary work
Flexible hours
Night shift
paradox-api.paradox.ai-Outback Steakhouse
Lowell, MA
1 day ago
Branch Administrator
$31.25 - $36.06 per hour
...Maintained Here. Job Summary The Branch Administrator supports the branch team and Branch Manager by efficiently and effectively handling administrative... ...serves as the key contact point for employees, clients, region, and corporate. Duties and Responsibilities:...
Full time
Contract work
Work at office
Brightvie
Chelmsford, MA
2 days ago
Master Scheduler
$100k - $110k
...we develop solutions and processes that support and accelerate innovation. Join us on... ...forecast withinSaviomwhile simultaneously managing the granular, day-to-day production schedule... ...contract manufacturing environment where client needs and project scopes can shift...
Full time
Contract work
Work at office
Local area
Shift work
Day shift
Veranova L P
Devens, MA
22 days ago
Client-First Sales & Service Associate
Northern Bank in Westford, MA seeks a Sales & Service Associate to be the branch’s face, owning client relationships from start to finish. The role rewards proactive selling and top-tier service across channels. The ideal candidate will build trusted client relationships...
Northern Bank
Westford, MA
13 hours ago
Assistant Manager I
...Assistant Store ManagerWe're seeking an Assistant Store Manager to join our team to help with store operations, customer service... ...and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy,...
Contract work
Part time
Seasonal work
Dollar Tree
Acton, MA
2 days ago
Assistant Manager
...Assistant Manager Overview Who We Are: At Planet Fitness, our mission has always been to enhance people's lives... ...limited to: potential travel, nights, weekends, and holidays to support business needs. Daily responsibilities for the Assistant...
Hourly pay
Full time
Local area
Flexible hours
Shift work
Night shift
Weekend work
Core Development and Management-Planet Fitness
Westford, MA
2 days ago
Master Scheduler
...seeking an experienced Master Scheduler to support a major biopharmaceutical manufacturing... ...n \n \n \n Develop, maintain, and manage a comprehensive integrated master schedule... ..., on your career, your colleagues, your clients, your life and the world around you. \n...
Full time
Part time
Local area
Remote work
Arcadis
Devens, MA
10 days ago
Produce Team Member (Clerk, Floor Service) - Part Time
...excellence and revolutionize the grocery industry. Provides support as a member of the Produce team to include receiving and preparing... ...Ability to f ollow directions and procedures; effective time management and organization skills. ~ Passion for natural foods and...
Part time
Seasonal work
Immediate start
All shifts
Flexible hours
Shift work
Night shift
Whole Foods Market
Sudbury, MA
3 days ago
Assistant Manager
...the lookout for an energetic, motivated, and reliable Assistant Manager to join our team! If you thrive in a fast-paced, fun-filled... ...CASH TIPS!Fun Work Environment: Join a positive, energetic, and supportive team!Employee Perks: Enjoy free coffee on shift + sweet...
Hourly pay
Full time
Flexible hours
Shift work
Dunkin'
Littleton, MA
4 days ago
Sales Support Administrator
...Sales Administrator The Inside Sales Support role is an integral part of our sales and... ...information or order details. Help manage spreadsheets, databases, and electronic records... ...relationships with new and existing clients Support administrative tasks and assist...
Full time
Work at office
Monday to Friday
Paragon Communications
Bolton, MA
3 days ago
Sales Support Administrator
...Sales Support Administrator Littleton, Massachusetts, United States This role involves processing orders, data entry, and providing... ...orders Accurately enter and maintain data in CRM and order management systems Process customer orders from initiation to...
Work at office
5 Star Global Recruitment Partners
Littleton, MA
1 day ago
Administrative / Executive Assistant - III
...any Industrial, Manufacturing, and Waste management space. We design and manufacture sensors... ...) networking technologies to provide clients various options to decrease re-occurring... ...in design, deployment, optimization, and support of these Networks. Whether an off-the-shelf...
Traineeship
Work experience placement
Work at office
Flexible hours
Night shift
America Networks
Lowell, MA
3 days ago
FT Assistant Manager Customer Service
$18.95 - $27.25 per hour
...utilization of the Cash Office/Front End Communication Board and Task Management. * Observe and ensure compliance with company sanitation,... ...and follow all company policies and established procedures. Support and comply with all company safety standards. * Communicate...
Work at office
Local area
Hannaford Supermarkets
Leominster, MA
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Admin & Client Support. Be the first to apply!