Operations Associate and Administration (on-site)

ABOUT OUR FIRM:

Boston 128, founded in 1985, is an invitation only private wealth management firm providing deeply personal attention and white glove service to individuals and families. Relationships run deep, including a tight-knit staff who enjoy collaborating while supporting clients through every stage of their financial journey.

OUR VISION STATEMENT:

To provide an unparalleled experience whereby those whom we serve consider us an extension of their family.

JOB CALLING:

This person will serve as a key member of the operations team and is responsible for supporting both new business processing and ongoing client service activities. Responsibilities include:

• Processing client account transactions including money movements, withdrawals, contributions, transfers, distributions, journals, and liquidations
• Facilitating account maintenance requests including beneficiary, address, banking, phone number, email, and name changes
• Managing the complete lifecycle of new account openings, transfers, rollovers, and insurance applications from submission through completion
• Opening custodial, advisory, retirement, and insurance accounts and ensuring all documentation is complete and accurate prior to submission
• Coordinating client signature collection and document execution utilizing electronic signature platforms
• Monitoring pending transfers, underwriting requirements, and outstanding items while proactively following through to resolution
• Coordinating estate and trust funding instructions and assisting with death claims and related service requests
• Processing Required Minimum Distributions (RMDs), systematic withdrawals, premium payments, allocation changes, and investment updates
• Maintaining accurate client information across CRM, custodial, reporting, and operational systems including Redtail and Albridge
• Preparing client review materials, reports, statements, net worth summaries, and meeting packets
• Managing documentation workflows, client correspondence, incoming contribution checks, and recordkeeping requirements
• Coordinating communications among clients, advisors, custodians, insurance carriers, vendors, and other professional partners
• Assisting with operational reporting, workflow improvements, process enhancements, and special projects designed to improve the client experience and firm efficiency
• Lead office administrations tasks

· Ordering office supplies and ensuring that the office is ready for client meetings

• Providing backup support to other operational and planning functions

BENEFITS:

• Competitive salary
• Generous PTO package
• Health Insurance
• 401(k) plan with up to 4% employer match

REQUIREMENTS:

• Bachelor's degree required
• Preferred minimum of two years of financial services, wealth management, operations, or client service experience
• Insurance or securities licensing preferred
• Strong organizational skills, priority setting, and time management
• Exceptional attention to detail and commitment to accuracy
• Excellent verbal and written communication skills
• Ability to manage multiple priorities and deadlines simultaneously
• Trustworthy with a high degree of discretion and professionalism
• Flexible, adaptable, and eager to learn
• Strong problem-solving and critical thinking abilities
• Emotionally intelligent with excellent relationship management skills
• Able to work independently while contributing positively to a collaborative team environment
• Experience with Redtail, Albridge, DocuSign, ShareFile, custodial platforms, or insurance carrier systems is preferred

We invite you to submit your resume and cover letter to Rajani Rizzo at [email protected].

Pay: $50,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Experience:

• wealth management: 2 years (Required)

License/Certification:

• Accident & Health Insurance License (Required)
• Series 6 (Required)

Ability to Commute:

• Sudbury, MA 01776 (Preferred)

Work Location: In person