SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Financial Services Administrative Assistant
Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a securities administrative team member for our East Providence, RI (Wellesley, MA or Boston, MA) locations. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday.
Qualifications include superior verbal and written communication skills, a professional and friendly phone presence, strong organizational skills, and an ability to learn and adapt to new software and processes quickly. Familiarity with Microsoft Office and Client Relationship Management (CRM) applications is necessary.
The duties of this role include supporting the New Business team, but not limited to –
Investment – New Accounts
Investment Support
A background in Financial Services is necessary. SIE, S6 and/or S7 and S63 registrations desired.
We offer a competitive hourly rate with bonus potential commensurate with relevant prior work experience and qualifications. Qualified candidates should submit a cover letter and resume to the email address provided.
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 Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
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