Client Account Administrator - Lynnfield, MA

Responsibilities

• Opening new client accounts (including completing complex forms, leveraging DocuSign to collect signatures, & utilizing custodian-specific tools to upload new account/transfer of assets forms to custodian).
• Maintaining strong client communication throughout these processes.
• Responding to client inquiries on the phone, email, or in person.
• Regular coordination & correspondence with the client's team & related professionals (legal, tax, etc.).
• Preparing client presentation materials for meetings.
• Creating and uploading monthly and quarterly client statements.
• Maintain comprehensive and up-to-date records of all investment data across client portfolios in Addepar and other platforms; ensure data integrity and consistency across multiple clients and investment vehicles.
• Utilize Addepar platform daily to track, analyze, and reconcile investment positions and performance metrics.
• Prepare regular investment reports and summaries for internal review and client presentations.
• Collaborate with team members to provide exceptional client service and ensure timely communication.

Requirements

• Outstanding oral and written communication skills.
• Computer literacy (superior skills with Excel, Word, PowerPoint).
• Familiarity with Salesforce, eMoney, Orion and Addepar portfolio accounting software (a plus).
• Familiarity with financial industry including general knowledge of investment terminology.

Qualifications

• BS/BA or equivalent work experience.
• 1+ years of related work experience in the financial industry is preferred.

Skills

• Excellent communication skills.
• Proficiency in Microsoft Office Suite.
• Experience with financial software such as Salesforce, eMoney, Orion, and Addepar.
• Knowledge of financial industry and investment terminology.

Benefits

• Equity-based compensation.
• Health insurance coverage.
• Flexible work schedule.
• Professional development opportunities.

Pay

$61,000 - $75,000 per year

Schedule

Full-time