Financial Planning Assistant - Part Time - North Attleboro - 02760

  • BAYSTATE FINANCIAL
  • $90,760.00 - 174,440.00 / Year *
  • 130 E Washington St, North Attleboro, MA 02760
  • Part-Time



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Small Financial Planning office associated with Baystate Financial Services and MML Investor Services, Inc. seeking a qualified, highly motivated, detail-oriented individual to support two active Financial Planners on a part-time basis. We are a growing small independent branch office located in downtown North Attleboro. We work with our local wealth management clients and businesses to help them reach their personal and business financial goals. This is a part-time position at 15-20 hours per week. The hours fall weekdays during normal business hours and can be flexible. Approximate hourly pay at $16-$20 / hour commensurate with prior experience.

Principal Responsibilities:

* Prepare Advisor for client meetings with reports and documentation
* Greet clients professionally and cordially
* Submit and track new business and client service items
* Schedule client meetings
* Order office supplies
* File meeting notes and client documents
* Scan documents and organize in cloud system
* Utilize CRM system to schedule meetings and track communications
* Prepare and send outgoing mail

Required Qualifications / Skills:

* Proficient with Microsoft Office
* Excellent customer service skills
* Excellent communication skills both verbal and written
* Ability to prioritize and work independently
* Very strong organizational skills
* Ability to use multiple technology systems

Desired Qualifications / Experience:

* Prior Financial Services experience highly desired
* Bachelors Degree preferred
* Prior Administrative and/or Customer Service experience preferred


Associated topics: broker, guest, health, healthcare, inside sales, lead sales agent, outside sales, sales associate, sales professional, sales representative


* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.