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Client Service Administrative Associate
RWA Wealth Partners
Newton, USA
Full-time
Entry · 1+ years experience
Onsite
USD 50000-60000 yearly / year
Discovered 1 weeks ago
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Role Overview
The ideal candidate will have a passion for providing back-office support for a busy and growing company. The role is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist. This role will be based in our Newton office 5 days per week.
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Organization
RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.
Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $20 billion in assets.
We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.
Role Overview
The ideal candidate will have a passion for providing back-office support for a busy and growing company. The role is multi-faceted, as the individual will be part of the Client Service Team and will also provide support to the main receptionist. This role will be based in our Newton office 5 days per week.
Responsibilities
- Answers overflow calls as backup support to the receptionist
- Covers front desk and in office duties when receptionist is out of office
- Deposits daily incoming checks to client’s accounts
- Handles incoming and outgoing mail for the Client Service Team
- Scans client documents to the scanning repository CLM
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