Administrative Operations Specialist

Top Job

Located in Acton, MA

Salary: $60K-$70K DOE

We are seeking an Operations Specialist for a financial services firm in Acton, MA. This is a DIRECT HIRE role. This role is integral to delivering a seamless, white-glove client experience while ensuring operational excellence behind the scenes.

 

Responsibilities:

• Manage and process client account applications, transfers, and related documentation with exceptional accuracy
• Oversee end-to-end document workflows, including electronic signature platforms such as DocuSign
• Proactively follow up with clients to obtain required documentation and ensure timely completion of account processing
• Maintain organized and compliant client records in accordance with firm and regulatory standards
• Support advisors with ongoing client service requests and operational coordination
• Safeguard sensitive financial and personal information with the highest level of discretion
• Identify and implement process improvements to enhance workflow efficiency and client experience

 

Requirements:

• 2+ years of administrative or client service experience required
• Previous financial services or professional services experience preferred
• Exceptional attention to detail and commitment to quality
• Strong written and verbal communication skills with a polished, professional presence
• Experience handling confidential client information in a regulated environment
• Proficiency with Microsoft Office and digital workflow tools;
• Ability to manage multiple priorities while maintaining composure and precision

 

This is a full time, hybrid-remote opportunity (3 Days In Office, 2 Remote). The salary range is $60K-$70K. If interested, please send resume to jobs.actonma@expresspros.com

 

Benefits:

• Competitive base salary
• Health, dental, and vision insurance
• 401(k) with company contribution
• Paid time off and paid holidays
• Professional development support
• Hybrid work flexibility within a structured schedule
• Annual bonus
• Collaborative, relationship-driven firm culture

 

Apply Now