Financial Services Careers In boston

ed potential for growth for the right person. You'll be joining a team of 4 reporting to the client service group manager. This company has a tradition for promoting from within as the current group manager started as a financial services rep in a an entry level position like the opening now. This role offers plenty of development as we are looking to invest in the long-term with our newest staff members Job Duties: - Daily projects and reports with important internal or client deadlines - Taking calls from clients, running reports and following up - Partnering with the fund accounting team for client issues or escalated needs - Internet research based on client needs - A high volume of data entry within Excel, formulas and pivots. Job Requirements: - At least 6 months - 1 year of financial services experience - A 4 year degree (Economics or Finance is preferred) - Ability to multi-task while maintaining a high attention to detail If you'd like to learn more, please submit your resume Location: Downtown Boston Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

to ensure security master attributes are accurate and reflected consistently across the firm; developing an expert understanding of internal databases and ensure information is maintained accurately and efficiently; acquiring a working knowledge of the company's operations to ensure a complete understanding of how data affects operational and investment performance; obtaining a clear understanding of all security attributes and security types, including but not limited to equities, fixed income, and all derivative types; working closely with Information Technology groups to bring projects to fruition; and thinking critically to help improve processes and procedures. The qualified Investment Data Analyst must have: - A four year degree - 1-3 years of financial industry experience with relevant experience working either directly in a data management or corporate actions team is preferred - Attention to detail is a must - Be comfortable working both independently and on a team - Have high energy and positive attitude - Be proficient with Excel and/or Access; and possess knowledge of and SQL is a plus Please send your resume for consideration Location: Downtown Boston Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

fund accounting department. Strong analytical skills are required to create client materials as well as committed follow through to make sure deadlines are met. This position has the potential to grow working alongside hiring managers for the team who have promoted entry level assistants in the past. Day to day responsibilities: - Maintain client files according to department standards - Maintain internal databases to reflect current client information and data as well as processing notes. - Represent the department and company in a professional manner and maintain a business professional appearance at all times. - Manage day-to-day client relationships and processing requests for assigned clients, interfaces with client as primary administrative contact. - Reconcile daily client account transactions - Provide timely and professional response to all client inquiries, both written and verbal (distributions, conversions, and terminations). - Identify and resolve problem account issues having an adverse impact on the service delivery and client satisfaction. - Communicate and interact effectively with individuals internally and externally to the organization. Requirements: - A four year degree in finance or economics - At least one internship or 6 months of corporate experience - Immediate Availability - Interested in financial services Please apply by sending an updated resume Location: Boston Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ponsibilities: -Provide administrative support for executives, as well as additional members of team. -Organize and diligently maintain multiple appointment calendars; schedule complex meetings; meet and greet visitors; coordinate meeting rooms, luncheons, etc. -Answer, screen and route phone calls; communicate accurate and detailed messages as needed. -Process and track reports. -Prepare correspondence. -Interact with external clients, investors, and other individuals throughout the Firm. -Perform internet research. Qualifications: -Minimum three years of administrative experience preferred. -College degree required. -Proficiency in Microsoft Office software (e.g. Outlook, Word, Excel, and PowerPoint) and Internet research. -Ability to perform in fast-paced environment. -Excellent organizational skills and attention to detail. -Strong time management skills; ability to prioritize multiple tasks efficiently. -Resourceful and able to handle multiple and changing priorities. -Ability to think creatively and independently and be decisive. -Must display a high level of initiative and think proactively. -Resourceful and able to work independently with minimal guidance. -Ability to communicate effectively. -Ability to gain a general sense of team's objectives and goals, and assist in reaching them. -Be proactive in following up on details, anticipating issues, and closing loops on all requests. -Must have excellent phone manner and a strong customer service focus. -Ability to exercise discretion when managing confidential information. -Strong team player: demonstrated ability and willingness to work on a team, assist team members as needed and accomplish tasks required to achieve goals. -Experience in a fast paced, corporate setting. Salary & Benefits: Competitive salary and bonus, commensurate with qualifications. Matching 401K plan. Medical and dental coverage, and more. Location: Boston Compensation: $40,000-$55,000 + bonus Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ed potential for growth for the right person. You'll be joining a team of 4 reporting to the client service group manager. This company has a tradition for promoting from within as the current group manager started as a financial services rep in a an entry level position like the opening now. This role offers plenty of development as we are looking to invest in the long-term with our newest staff members Job Duties: - Daily projects and reports with important internal or client deadlines - Taking calls from clients, running reports and following up - Partnering with the fund accounting team for client issues or escalated needs - Internet research based on client needs - A high volume of data entry within Excel, formulas and pivots. Job Requirements: - At least 6 months - 1 year of financial services experience - A 4 year degree (Economics or Finance is preferred) - Ability to multi-task while maintaining a high attention to detail If you'd like to learn more, please submit your resume Location: Boston Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

sactions that will directly impact the balances of client accounts. The ideal candidate will work in a team setting and communicate regularly with other groups within Investment Administration, Global Relationship Group (GRG), Portfolio Management, and Fixed Income and Equity Trading providing a high level of visibility with unlimited potential for growth. The Specialist interacts in a highly professional environment with experienced individuals and may have the opportunity to be involved in special projects within investment operations. Job Responsibilities: - Monitor and process all cash flows on the separate accounts - Liaison between internal team and the Custodian banks on cash flows - Work with traders, portfolio management, and internal teams when exceptions occur to ensure accurate statement of cash balance in portfolios - Instruct FX's as required for cash flows, expenses, overdrafts, corporate actions, etc. - Effectively utilize control reports to allow for efficient and independent workflow management - Assist custodians and accounting agents with inquires regarding account servicing (i.e. pricing sources, reconciliation, transaction history, etc.) - As assigned, participate in working groups to define effective solutions to complex business challenges and/or process improvements Job Qualifications: - The ideal candidate is required to have a bachelor's degree with 1 to 3 years of industry experience. - The Specialist must be able to work quickly and accurately under pressure, and have the ability to plan and prioritize responsibilities. - The candidate must be able to react to and resolve unfamiliar issues, possess strong verbal and written communication skills, and have the ability to provide excellent client service. - The Specialist will be required to work independently as well as contribute to a cohesive team atmosphere. Please submit a resume to apply Location: Marlborough Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ue a career path over the long term. We are currently bolstering our staff for permanent opportunities and project opportunities for those that are open minded to permanent opportunities. We are currently looking for entry level candidates with bachelor's degree looking for a progressive career in Financial Services. Qualifications: - Highly proficient in Excel - Bachelors degree - Settling trades in a fast paced, high volume environment - Research and resolution capabilities - Strong written, verbal, and presentation skills - Fund accounting, P&L, Corporate Actions, Trade Reconciliations, and Settlements - Recent Finance, Accounting, or Economics degree preferred - Ability to work in a high volume, deadline oriented environment To be considered for this position, please validate your skills and upload your resume at Smarterer.com by clicking here: http://smarterer.com/skillsets/join?t=ekBSkTlW Location: Downtown Compensation: Competitive Salary Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

Financial Services. ABOUT THE COMPANY: Considered an industry leader in worldwide financial services our client prides itself in its management's ability to develop and nurture true professionals looking for a progressive career path in financial services. Candidate must be motivated to pursue a career path over the long term. The client currently is bolstering its staff for permanent opportunities and project opportunities for those that are open minded to permanent opportunities. ABOUT THE ROLES: Our client is currently recruiting for a variety of positions including global compliance, trade settlement desk and fund accounting. These roles are ideal for individuals with strong communication skills including written, verbal and presentation. Strong Excel and the ability to be deadline oriented are crucial. These positions offer a high level of exposure to management and decision makers. The candidates interested in the project position must be open minded to permanent opportunities. QUALIFICATION SUMMARY: • STRONG EXCEL • BACHELORS DEGREE • SETTLING TRADES IN FAST PACED HIGH VOLUME ENVIRONMENT • RESEARCH AND RESOLUTION CAPABILITIES • STRONG WRITTEN, VERBAL AND PRESENTATION SKILLS • FUND ACCOUNTING, P&L, CORPORATE ACTIONS, TRADE RECONCILIATION and SETTLEMENTS • OR RECENT FINANCE, ACCOUNTING or ECONOMICS DEGREE • HIGH VOLUME DEADLINE ORIENTED ENVIRONMENT COMPENSATION SUMMARY: To be discussed HOW TO APPLY: For IMMEDIATE CONSIDERATION PLEASE CONTACT JOHN DEIGNAN AT johndeignan@mergisgroup.com DIRECT: 617.848.줤 FAX: 617.848 3499 Location: FRAMINGHAM Compensation: Please call to discuss Please forward a WORD resume Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

vice. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products including stocks, options, bonds, brokerage CDs, and over 12,000 mutual funds. Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support of a Fortune 100 company, with the freedom and autonomy of running your own practice. You will be in business for yourself - but never by yourself. Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts about New York Life: New York Life is among the strongest and most respected financial companies in America today. For 57 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has the highest possible ratings from each of the four major rating companies: A.M. Best, Standard & Poor's, Moody's, and Fitch. New York Life has been recognized as one of the "50 best companies to launch a career" by BusinessWeek and as one of "America's Most Admired Companies" for 2011 by Fortune Magazine. Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity and investment products and services. By continuing to be a mutual company, we are uniquely aligned with our clients. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our clients need us. That's why New York Life is The Company You Keep. Martin A. Michaud, CLU, LUTCF Partner NEW YORK LIFE BOSTON GENERAL OFFICE 800 South Street, Suite 600. Waltham, MA 02453 Direct Line (781) 392 17ǧ Offices: Waltham, Providence, Westborough, Andover, Hyannis, Bridgewater For additional information visit newyorklife.com and newyorklife.com/boston Location: Waltham, MA Telecommuting is ok. OK to highlight this job opening for persons with disabilities Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

inancial company! The successful individual must be proactive, be able to work well in a fast paced environment, as well as be a problem solver. This position will primarily support the Vice President of the department and provide administrative assistance to other departmental staff. Thus, the person must be professional and be able to interact with all levels of management, including executive level staff.Responsibilities:- Type and produce reports, letters, graphics and other documents and handle routine correspondence as directed.- Compose letters, memoranda and other documents.- Schedule appointments and meetings for department personnel.- Screen mail and telephone calls, direct requests to the appropriate person and follow-up on replies.- Maintain filing system for assigned department(s), including confidential data and ensure records are accurate and up-to-date.- Handle administrative projects (e.g. research, correspondence or other work of the department).- Track expenses and invoices and ensure payments are processed correctly.- Organize and occasionally attend meetings; take minutes as needed.- Make domestic and international travel arrangements.- Event planning/coordination for various external meetings.- Performs other duties as assigned (record keeping, phone listings, maintaining office supplies etc).Working hours: 8:00-5:00Qualifications:-- Associate's degree or equivalent experience-- 2-5 plus years in an administrative support role-- Financial industry experience preferred-- Proficiency in MS Office-- Strong written and verbal communication skills-- Ability to multi-task and prioritize-- Great organizational skillsPlease apply for immediate consideration. Thank you for your interest in working with Randstad!Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. Location: Boston, MA Compensation: $16.00-$18.00/hr Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

date will possess 3-6 years of financial services operation experience. This candidate will also be interested in a role with a premier firm in the technology industry. ABOUT THE ROLE This high profile role with interact with money managers and individual investors. The role requires strong verbal written and presentation skills. Experience with corporate actions and trade settlements will be strongly preferred. Strong analytical and resolution skills are required. Be able to interact with employees at all levels. Technical and systems savvy will work very well. QUALIFICATION SUMMARY • CORPORATE ACTIONS AND TRADE SETTLEMENTS OPERATIONS EXPERIENCE • STRONG EXCEL • STRONG VERBAL, WRITTEN AND PRESENTATION SKILLS • TROUBLESHOOT AND RESOLUTION CAPABILITIES • STRONG CLIENT LIAISON CAPABILITES • SYSTEMS SAVVY COMPENSATION SUMMARY COMMENSURATE PLEASE CALL TO DISCUSS HOW TO APPLY For immediate consideration please email a WORD version of your resume to johndeignan@mergisgroup.com 617.848.3492 Location: NEWTON Compensation: Please call to discuss Commensurate Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

l Services. ABOUT THE COMPANY: Considered an industry leader in worldwide financial services our client prides itself in its management's ability to develop and nurture true professionals looking for a progressive career path in financial services. Candidate must be motivated to pursue a career path over the long term. The client currently is bolstering its staff for permanent opportunities and project opportunities for those that are open minded to permanent opportunities. ABOUT THE ROLES: Our client is currently recruiting for a variety of positions including global compliance, trade settlement desk and fund accounting. These roles are ideal for individuals with strong communication skills including written, verbal and presentation. Strong Excel and the ability to be deadline oriented are crucial. These positions offer a high level of exposure to management and decision makers. The candidates interested in the project position must be open minded to permanent opportunities. QUALIFICATION SUMMARY: • STRONG EXCEL • BACHELORS DEGREE • SETTLING TRADES IN FAST PACED HIGH VOLUME ENVIRONMENT • RESEARCH AND RESOLUTION CAPABILITIES • STRONG WRITTEN, VERBAL AND PRESENTATION SKILLS • FUND ACCOUNTING, P&L, CORPORATE ACTIONS, TRADE RECONCILIATION and SETTLEMENTS • OR RECENT FINANCE, ACCOUNTING or ECONOMICS DEGREE • HIGH VOLUME DEADLINE ORIENTED ENVIRONMENT COMPENSATION SUMMARY: To be discussed HOW TO APPLY: For IMMEDIATE CONSIDERATION PLEASE CONTACT JOHN DEIGNAN AT johndeignan@mergisgroup.com DIRECT: 617.848.3492 FAX: 617.848 3499 Location: BOSTON and FRAMINGHAM Compensation: Please call to discuss Principals only. Recruiters, please don't contact this job poster. Phone calls about this job are ok. Please do not contact job poster about other services, products or commercial interests.

r the job duties. Primary Responsibilities: Monitoring fund compliance Communicate any compliance issues to the Senior Analyst and clients Preparing daily, weekly, and monthly compliance reports Working heavily with compliance laws/regulations including the Investment Company Act of 1940 Review current department procedures to help implement more efficient processes Handle any ad-hoc projects within the compliance department Qualifications: At least 4+ years previous work experience in a compliance or related role Bachelors degree in finance or accounting Previous experience with Charles River Development software is strongly preferred Strong analytical skills and ability to manage multiple tasks independently Find Us on Facebook!! Beacon Hill Staffing Group is an EEO Employer. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill Staffing G roup and our specialty divisions, Beacon Hill Financial, Beacon Hill Associates, Beacon Hill HR, Beacon Hill Legal, and Beacon Hill Technologies by visiting www.beaconhillstaffing.com. We look forward to working with you. Please Click Here to apply Location: Boston Compensation: US$26 - US$30 per hour Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

r the job duties. Primary Responsibilities: Monitoring fund compliance Communicate any compliance issues to the Senior Analyst and clients Preparing daily, weekly, and monthly compliance reports Working heavily with compliance laws/regulations including the Investment Company Act of 1940 Review current department procedures to help implement more efficient processes Handle any ad-hoc projects within the compliance department Qualifications: At least 4+ years previous work experience in a compliance or related role Bachelors degree in finance or accounting Previous experience with Charles River Development software is strongly preferred Strong analytical skills and ability to manage multiple tasks independently Find Us on Facebook!! Beacon Hill Staffing Group is an EEO Employer. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill Staffing Grou p and our specialty divisions, Beacon Hill Financial, Beacon Hill Associates, Beacon Hill HR, Beacon Hill Legal, and Beacon Hill Technologies by visiting www.beaconhillstaffing.com. We look forward to working with you. Please Click Here to apply Location: Boston Compensation: US$26 - US$30 per hour Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ed potential for growth for the right person. You'll be joining a team of 4 reporting to the client service group manager. This company has a tradition for promoting from within as the current group manager started as a financial services rep in a an entry level position like the opening now. This role offers plenty of development as we are looking to invest in the long-term with our newest staff members Job Duties: - Daily projects and reports with important internal or client deadlines - Taking calls from clients, running reports and following up - Partnering with the fund accounting team for client issues or escalated needs - Internet research based on client needs - A high volume of data entry within Excel, formulas and pivots. Job Requirements: - At least 6 months - 1 year of financial services experience - A 4 year degree (Economics or Finance is preferred) - Ability to multi-task while maintaining a high attention to detail If you'd like to learn more, please submit your resume Location: Boston Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

d external GAAP, tax and deliverables related to private equity investments; assisting with budget responsibilities by preparing forecasts, annual budgets and analyzing monthly expenses; providing technical accounting support by evaluating the implications of complex potential and new investment opportunities; hiring, developing, training and making compensation recommendations for assigned staff providing leadership and goal assessment to the team and acting as a knowledgeable resource; leading continuous process improvement initiatives; and participating in ad-hoc projects as needed. The qualified Assistant Controller must have a Bachelor's degree in Accounting, Finance and/or Business, CPA required; 10+ years of accounting and reporting experience, ideally within financial services; 10+ years of successful supervisory experience; advanced technical skills; and strong communication, organizational, analytical thinking and problem-solving skills. Our client offers a generous salary along with great benefits! Find Us on Facebook!! Beacon Hill Staffing Group is an EEO Employer. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands provide direct hire, executive search, temporary staffing, contract consulting and temp/contract-to-hire solutions to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Financial, Beacon Hill Associates, Beacon Hill HR, Beacon Hill Legal, and Beacon Hill Technologies by visiting www.beaconhillstaffing.com. We look forward to working with you. Please Click Here to apply Location: Boston Compensation: US$150000 per year Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

VP who can take them to the next level as their technology leader with strong business and strategy skills. You will not be coding. Essential duties and responsibilities: • Server as key member of the executive team that sets the company's strategic direction • Formulate long-term objectives and standards of performance for the department • Manage the Development, QA and Operations teams • Review and sign off on product architecture • Provide technical direction and guidance, as well as hands-on project management • Assure that product is designed for specific needs, but with wider applications in mind • Assist in defining product requirements • Budget management -- hardware for production as well as personnel Required qualifications: • Bachelors in CS or similar degree (minimum) • 10+ years of experience as an engineering manager responsible for production level software product • Software as a Service (SaaS) experience • Financial services industry experience • Experience in low latency architecture • Experienced running a SCRUM process in development and in QA • Deep knowledge in the following technologies: - Java - Spring - Terracotta - ActiveMQ - Hibernate - MySQL - Data encryption - Jetty web server - ERMA and ESPER Preferred qualifications: • Knowledge in trading technologies - FIX protocol - Lightstreamer About CareerEncore (http://www.careerencore.com): CareerEncore is a premier recruiting firm that is driven by the passion to provide Greater Boston's technology industry with exceptional talent. Our success comes from our dedication to building long-term relationships with both our clients and candidates. CareerEncore's commitment to understanding their true needs combined with our years in the high-tech, software, and internet markets, uniquely enables us to successfully match talent with opportunity. Our goal is to provide you with the very best recruiting experience! Visit our website to view more of Boston's best tech industry job opportunities: http://www.careerencore.com/jobs Compensation: Up to $170K Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

m of accounting records, a comprehensive set of controls and budgets designed to mitigate risk, and develops/produces periodic financial reports that comply with generally accepted accounting principles. The candidate will report to the owner and will supervise one full-time assistant. He/she will act as a liaison with managers to obtain weekly financial information. The ideal Bookkeeper will have at least five years experience in a position of similar responsibility and proficiency in Quickbooks and Microsoft Office. A bachelor's degree in Accounting is preferred, otherwise an Associate's degree with sufficient years of experience OR vast hands on accounting experience. The following is a representative list of the duties and responsibilities associated with this position: -- Maintain a documented system of accounting policies and procedures -- Maintain an orderly accounting system, and maintain control over accounting systems and chart of accounts -- Maintain accounts payable and processes checks for payment once a week. Assembles checks for mailing by post and electronically -- Maintain accounts receivable ledger. Prepares and mails A/R invoices and records payments as received -- Process checks in a timely manner to meet deadlines -- Balance and reconcile checkbooks to QuickBooks and bank statements -- Create, collect and maintain complete and accurate financial records -- Monitor and evaluate performance of full-time assistant on a regular basis -- Contact vendors regarding past due balances -- Compile and prepare management reports for owner -- Review and record invoices into the accounts payable system and processes checks for payment once a week -- Issue timely and complete financial statements -- Comply with local, state, and federal government reporting requirements and tax filings -- Prepare daily deposits and records deposits in the general ledger. Perform bank reconciliations Location: Boston, MA Compensation: 55-65k Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

or growth for the right person. You'll be joining a team of 4 reporting to the client service group manager. This company has a tradition for promoting from within as the current group manager started as a financial services rep in a an entry level position like the opening now. This role offers plenty of development as we are looking to invest in the long-term with our newest staff members Job Duties: - Daily projects and reports with important internal or client deadlines - Taking calls from clients, running reports and following up - Partnering with the fund accounting team for client issues or escalated needs - Internet research based on client needs - A high volume of data entry within Excel, formulas and pivots. Job Requirements: - At least 6 months - 1 year of financial services experience - A 4 year degree (Economics or Finance is preferred) - Ability to multi-task while maintaining a high attention to detail If you'd like to learn more, please submit your resume Location: Downtown Boston Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

62 financial services careers in boston