Client Services Administrator

Boston Financial Management, Inc, founded in 1976, manages approximately $1 billion in assets.  We are looking for a Client Services Administrator to join our team at One Winthrop Square in Boston.  The Client Services Administrator provides support to the Portfolio Managers and the Director of Client Services in all aspects of administration of assigned accounts.  The Client Services Administrator will assist with quality control, operating controls, procedures and other projects to position the company for growth.

The Client Services Administrator must possess the ability to work independently and efficiently.  Understanding detailed work instructions and having the ability to complete assignments in a timely and accurate manner is essential.  The ability to communicate effectively ensuring a high level of client satisfaction is necessary.  The Client Services Administrator must deliver consistently superior client service as a strong team player.

The Client Services Administrator must possess strong interpersonal skills, organizational and time management skills, accuracy and attention to detail and a high level of proficiency in Microsoft Office, including Word and Excel.

The job responsibilities which are the criteria for performance ratings follow (other responsibilities may be assigned to meet business needs):

Preparation and mailing of new account documentsOpening of new accounts with various custodians and on the portfolio management trading systemReconciliation of new accountsExecution of client gifts accurately and in a timely fashionCompletion of all cash movement requests accurately and in a timely fashionCalculation and distribution of IRA Required Minimum DistributionsDaily monitoring of cash, overdrafts and recurring remittancesResponding to client requests and/or researching client inquiries utilizing the necessary resources internally and externallyCommunicating with external and internal clientsCreating and assembling New Business Presentations and Client PresentationsMaintenance of client filesSpecial projects as assigned


Knowledge and ExperienceBS/BA plus 3 years related financial services industry experienceTrust Accounting System (SEI preferred)Portfolio Management System (INDATA preferred)Securities processing