CLIENT WEALTH ADMINISTRATOR

MFA is seeking a part-time Client Wealth Administrator to join the Firm’s Wealth Management Practice and support the overall financial objectives of MFA’s customer base.

Responsibilities and Desired Skills

  • Provides general assistance and performs various administrative functions in support of the Firm’s Wealth Management Practice
  • Ability to prioritize responsibilities, participate in the setting up of new client documents and respond to inquiries, often under tight deadlines
  • Strong client service and communication skills with the ability to work independently, as well as within a team
  • A high degree of professionalism, an exceptional work ethic and the initiative to go the extra mile

Qualifications

  • Bachelor’s Degree with a minimum GPA of 3.5.
  • Two plus (2+) years’ experience working in a financial services firm

MFA Success Criteria

In addition to the above qualifications, in order to be successful at MFA, you must demonstrate that you:

  • Are malcontent, resilient and resourceful
  • Crave freedom, responsibility and opportunities to lead
  • Are a strategic thinker
  • Enjoy solving hard problems – and asking big questions to lead you there
  • Thrive on the unknown, the unfamiliar, and the unexpected
  • Are uniquely curious in the face of ambiguity or change
  • Are a lifetime learner and strive to be at the top of your game
  • Are motivated by having a measurable impact on individuals, the Firm, our customers and our community

If these qualities resonate with you and your future goals, we look forward to hearing from you!

Additional Details

  • Location: Tewksbury, Massachusetts
  • Hours: Part-time. This role is a flexible position with an average of 25 hours per week that would be perfect for a person who wants to work part-time and/or is seeking to balance this role with other responsibilities or interests. For additional detail regarding hours, please inquire within.

Apply Now

JOIN OUR TEAM

Supporting and growing the financial vitality of our customers means working as a team and empowering each other to drive transformation. Are you up to the challenge?