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A confidential financial services firm in Waltham, MA is seeking an Advisor Support Associate for a 6-month hybrid contract role, offering $30-32/hour with a Monday-Friday, 9:00 AM-5:00 PM schedule and three days in-office. This position supports financial advisors using the firm's internal technology platform and is ideal for someone tech-savvy with experience in financial services or data operations.

Job Responsibilities

Provide support to financial advisors using the firm's internal portfolio platformTroubleshoot data issues related to account balances, holdings, transactions, and statementsCollaborate with internal tech and operations teams to resolve service issuesHandle service cases, data entry, emails, and occasional advisor phone callsSupport advisor reporting needs, including portfolio analysis and meeting prep

Candidate Qualifications

Background in financial services or back-office operations preferredProficient in Microsoft Office and generally tech-savvyStrong attention to detail and problem-solving abilityExcellent communication and multitasking skillsExperience with platforms like Advent, dbCAMS, or Albridge is a plus

Qualified and interested candidates are encouraged to apply today for immediate consideration.

A1425223EC_1753460797 To Apply for this Job Click Here