Commonwealth Financial Network

Business Transitions Administrator

Job Locations US-MA-Waltham
Job ID
W-2018-022b
# of Openings
1
Category
Practice Management
Type
Part-Time

Overview

Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been helping our field force of independent financial professionals help investors pursue their financial goals. We do that by providing them with the technology, research, resources, and support that allow them to keep their focus on what’s most important: investors and their financial objectives.

 

With that said, we are not your typical financial services firm. For starters, we’re a fast-growing company, and we think and have fun like a start-up. Conveniently located on the commuter rail near the intersection of Route 95 and the Mass Pike, we’re accessible from anywhere—and away from the congestion of a downtown commute.

 

Commonwealth recognizes that our people are our greatest asset by investing in training and professional development. As a result, Commonwealth has been recognized 38 times (and counting) as one of the Best Places to Work by top publications in the region (Boston Globe, Boston Business Journal, San Diego Business Journal, San Diego Union-Tribune), as well as in the IT industry (Computerworld). With high marks in areas such as work environment, work/life balance, job satisfaction, and opportunities for advancement, Commonwealth is a place where you can thrive.

 

Discover what it’s like to be psyched to come to work every day! We offer you:

 

  • A generous bonus plan
  • Stock options and use of vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, Park City, the Bahamas, and the Dominican Republic)
  • A more relaxed, “dress for your day” dress code
  • A free on-site fitness center
  • Ample opportunity to volunteer with and support local charities
  • A VTO (volunteer time off) day to use toward a cause that’s important to you
  • Tuition reimbursement
  • Free breakfast on Fridays
  • A competitive benefits package—and much more

About the Opportunity

Our 16-person Practice Management team—business consultants to our field force of nearly 1,800 independent financial advisors—is looking for part-time administrative help within the Business Transitions group. If your organizational skills and attention to detail are top notch, you have a couple of years of office experience, and you’re at ease and on top of things in a client-facing role, then let’s introduce ourselves. This position will report to the business transitions operations specialist.

Responsibilities

  • E-mailing and scheduling appointments with advisors
  • Ensuring the proper handling of documents for historical/recordkeeping purposes
  • Helping to maintain data in multiple systems 
  • Coordinating schedules for our dedicated task force team
  • Aiding in follow-up with advisors, staff, and the task force
  • Conducting check-ins with advisors to obtain their feedback
  • Assisting with special projects as needed

Qualifications

  • 2–5 years of office experience
  • Associate’s or bachelor’s degree desired
  • An understanding of the financial services industry and/or training and learning development is a plus
  • Strong verbal and written communication skills
  • Excellent listening, client service, and follow-up skills
  • Comfortable working in a fast-paced, dynamic environment
  • Demonstrated ability to build relationships
  • Strong organizational skills and attention to detail
  • Ability to have fun at work while being the best employee you can be
     

Please note: This is a part-time position, working 15–20 hours per week. The days and times you would work are negotiable.

 

Summary

Have we piqued your curiosity? Can you see yourself thriving in this career opportunity, as well as our Anything but Common® workplace culture? If so—and if your background and experience align with our needs—please do submit your application right away.

 

Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

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