Executive Assistant/ New Business Coordinator

Third-Generation, Family Owned Financial Planning and Insurance office seeking a qualified, highly motivated and detail-oriented individual to support two active Financial Advisors. This is a part-time to full-time position at 30-40 hours per week where the hours fall weekdays during normal business hours of 8:00AM to 5:00PM. Salary will be determined based on prior experience and skill set. Experience and overall knowledge of the financial services industry is highly preferred but not a requirement for the position.

Job Responsibilities:

• Assist in servicing corporate and individual clients
• Interact with clients on the phone and in person
• Prepare and process investment and insurance account applications
• Place mutual fund and annuity trades/exchanges
• Track investment account and insurance policy statuses
• Create files and input client data into our client management systems

Skills and Qualifications:

• Professionalism, personable, problem solver, attention to details
• Proficient in Excel, Word, Outlook
• Organized and able to work both independently and in a team environment
• Able to communicate with clients and financial institutions by phone

Benefits:

· Medical, dental, vision and disability

· Paid-time-off

· 401(k) with a match

· Potential for profit sharing and bonuses

Equal Opportunity and Affirmative Action Employer

Baystate Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Types: Full-time, Part-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Manchester, CT 06040: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Administrative: 3 years (Preferred)
• Microsoft Office: 3 years (Preferred)

Work Location: In person

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