Client Service Administrative Associate

Provide back-office support for a busy growing client-service team and assist the main receptionist in a Newton office five days a week. Duties include answering overflow calls, front-desk coverage, depositing daily checks, handling mail, scanning client documents, assisting with reporting, running client/account reports (Fidelity, Schwab, etc.), data entry and account maintenance in Salesforce, preparing paperwork for client account openings, and supporting ad hoc projects under the Client Service Manager. Requires a Bachelor’s degree with 1-2 years of related experience, strong multitasking and organizational skills, and good customer service and communication abilities; experience with Salesforce, DocuSign, Excel, PowerPoint, and Word is a plus.