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Finance Advisor Support Associate - Waltham, MA

Our client, a leading financial services organization, is seeking a Finance Advisor Support Associate for a 6-month contract-to-hire opportunity. This role offers a hybrid schedule (3 days onsite) and is ideal for candidates looking to grow within the financial services industry.

Responsibilities:

Perform data entry and daily processing to support the portfolio reporting and data services team.Handle service requests, email correspondence, and occasional phone support for advisor inquiries.Assist with books and records, data feed questions, and basic reporting issues.Collaborate with internal teams to ensure accurate and timely resolution of service cases.

Qualifications:

1+ year of experience in financial services (internships accepted). FT1425221AM_1754320498 To Apply for this Job Click Here