Commonwealth Financial Network

  • Document Services Associate

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Document Services
  • 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 I-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 39 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:


    • Generous bonus and stock option incentive plans
    • Use of our chairman’s vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, Park City, the Bahamas, and the Dominican Republic) at no cost
    • Fully paid maternity leave (12 weeks) and spousal leave (3 weeks)
    • 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

    Are you detail-oriented? Do you like variety in your workday? Would you like to learn about every department within Commonwealth? Do you want to be part of a great team?
    Our Document Services team handles all of the paperwork Commonwealth receives and, in doing so, generates the workflow for the company. You are guaranteed variety in your workday as you rotate through the different steps of the imaging process daily. There are 16 people on the team, more than half of whom have been with Commonwealth for more than 5 years. This position will give you the opportunity to work with a terrific group of people that support each other in order to get the job done right.
    If you think you have what it takes, then let’s introduce ourselves.


    • Prepping, scanning, and indexing most of Commonwealth’s incoming mail
    • Ensuring the quality of all images
    • Assisting in the implementation of workflow changes
    • Taking on additional responsibilities as needed


    • PC-literate
    • Fast and accurate keyboarding skills
    • Process-oriented
    • Excellent communication skills
    • Open and friendly demeanor
    • Excellent, demonstrated attention to detail
    • Quick learner
    • Flexible
    • Demonstrated ability to work under pressure
    • Comfortable in a fast-paced, dynamic environment

    This is a full-time position, working 8:30 a.m. to 5:00 p.m., Monday through Friday.



    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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