Operations Specialist - The Hollister Group, Inc.
Boston, MA
About the Job
Operations Specialist
We are The Hollister Group, the Boston area's leading women-owned staffing firm guiding candidates through the job search process and connecting top-tier talent with opportunities that meet the needs of our candidates and our clients. Our Recruiters will help you refine your goals, improve your resume and interview skills, and stay on the lookout for a position that matches your experience and ambition!
Our Accounting & Finance Staffing team is currently looking to speak with candidates who would be a good fit for roles with the specifications below:
Responsibilities:
Qualifications:
If these details don't quite align with you, don't worry! We have a variety of Accounting & Finance roles with clients in Investment Management, Healthcare, and more. Reach out to us with your resume via email at apply@hollistergroup.com to connect with a recruiter to see how we can help you in your search!
Our Commitment to Diversity, Equity & Inclusion
The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.
We are The Hollister Group, the Boston area's leading women-owned staffing firm guiding candidates through the job search process and connecting top-tier talent with opportunities that meet the needs of our candidates and our clients. Our Recruiters will help you refine your goals, improve your resume and interview skills, and stay on the lookout for a position that matches your experience and ambition!
Our Accounting & Finance Staffing team is currently looking to speak with candidates who would be a good fit for roles with the specifications below:
Responsibilities:
- Maintain and regularly update portfolio management system
- Perform both routine and ad hoc client billing
- Identify and resolve issues impacting client account performance
- Update cost basis reconciliation for client accounts
- Assist team with software data transitions and validate existing data using Excel
- Process and validate recurring and spontaneous requests for distributions/checks/wires
- Supervise, instruct, troubleshoot, and provide information on the company's client portal
- Support client team with necessary information for client meetings and presentations
- Help with testing policies and procedures and documenting results
Qualifications:
- 2+ years of relevant experience required; wealth management sector experience preferred
- Experience with Fidelity & Schwab as custodians, and experience with Black Diamond/Practifi (a Salesforce overlay) are pluses
- Comfortable with learning, maintaining, and assisting with software systems
- Proficiency with Microsoft Word and Excel required
- Ability to manage overlapping tasks/priorities while maintaining accuracy and keen attention to detail
- Excellent written and verbal communication skills
- Effective, personable collaborator and team member
If these details don't quite align with you, don't worry! We have a variety of Accounting & Finance roles with clients in Investment Management, Healthcare, and more. Reach out to us with your resume via email at apply@hollistergroup.com to connect with a recruiter to see how we can help you in your search!
Our Commitment to Diversity, Equity & Inclusion
The Hollister Group is an equal opportunity employer. We welcome and encourage applications from people who are under-represented in their respective occupation or position.
Source : The Hollister Group, Inc.