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Financial Services Agent jobs - Braintree, MA

Viewing 1 - 10 of 111 jobs

  • Mutual Fund Services Team Leader

    Eaton Vance Management International - Boston, MA

    calls. 9) Act as a liaison between Mutual Fund Services and BNY and the Sales Desk as needed. 10) Lead ... market and industry trends. 11) Interact with transfer agent management staff to ensure delivery of quality customer...

    4 days ago from eFinancial Careers

  • Financial Services Representative - 877547

    Jobstand - Boston, MA

    financial products and services Store, update, and retrieve financial data Provide information to clients Perform clerical duties such as sort and file deposit slips Perform data entry ? Work Conditions and Physical Capabilities:...

    16 days ago from ZipRecruiter

  • Institutional Shareholder Services Associate

    Top Tier Financial Services Consultancy - Quincy, MA

    identify discrepancies between transfer agent, company records and fund custodian records, and resolve these ... regulations, financial reporting, client relationships, and transfer agent records and output; will recognize when they...

    30+ days ago from IvyExec

  • Personal Financial Advisor : Part-Time

    Robinson Hill - Lincoln, MA

    Core Responsibilities: - Estate & Wealth Transfer Services: - Assist with and participate in planning designed ... and investment policy statements. - Philanthropic Services: - Maintain schedules summarizing charitable...

    3 days ago from ZipRecruiter

  • Finance Clerk - 477562

    Jobstand - Boston, MA

    Manage accounts payable Prepare trial balances Prepare financial statements Prepare bank reconciliations Conduct ... currency exchange / transactions Store, update and retrieve financial data Perform clerical duties (i.e. maintain filing...

    7 hours ago from ZipRecruiter

  • EXPORT AIR AGENT

    Albion Management Resources - Boston, MA

    support services for the transportation industry. We offer financial services, merger & acquisition opportunities, ... Freight Forwarding Company Seeking: AIR EXPORT AGENT Responsible for documentation and booking of all...

    30+ days ago from JobsInLogistics.com

  • Personal Financial Advisor : Full-Time

    Robinson Hill - Lincoln, MA

    Core Responsibilities: - Estate & Wealth Transfer Services: - Assist with and participate in planning designed ... and investment policy statements. - Philanthropic Services: - Maintain schedules summarizing charitable...

    3 days ago from ZipRecruiter

  • Tax Services Senior - Financial Services Office - Asset Management

    Ernst Young - Boston, MA

    to the financial services marketplace. Join Financial Services and you will work with multi-disciplinary teams ... or the financial services industry Familiarity with the financial services industry gained through direct involvement...

    23 days ago from Ernst Young

  • Seasonal Tax Senior - Tax Advisory - Personal Financial Services

    Ey - Boston, MA

    provide services in the following areas: individual financial planning for high-net-worth individuals and ... an excellent career opportunity for a Personal Financial Services Seasonal Senior within our Financial Services...

    30+ days ago from EY

  • Tax Senior - Tax Advisory - Personal Financial Services

    Ey - Boston, MA

    Location: US-MA-Boston Job Number: BOS001RU Our Personal Financial Services (PFS) professionals are supported by ... provide services in the following areas: individual financial planning for high-net-worth individuals and...

    30+ days ago from EY