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Great Gray, LLC
Boston, MA, United States
Job Description Job Description Why Great Gray? At Great Gray Trust Company, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices
Job Source: Great Gray, LLCApogee Therapeutics
Boston, MA, United States
Role Summary We are seeking an Associate Director of FP&A. In this role, you will be an integral member of the Finance team as we build our FP&A capabilities. This position understands the business well, is highly analytical, and provides financial and strategic insights to enable the company to make well-informed decisions. This position require
Job Source: Apogee TherapeuticsSimplisafe
Boston, MA, United States
About SimpliSafe We're a high-tech home security company that's passionate about protecting the life you've built and our mission of keeping Every Home Secure. And we've created a culture here that cares just as deeply about the career you're building. Ours is a no ego culture of collaboration and innovation where those seeking their next challeng
Job Source: SimplisafeFive Star Quality Care, Inc.
Boston, MA, United States
Key Responsibilities Summary: Reporting to the Director of Operations • Financial Planning and Analysis, the Manager of Financial Planning and Analysis will support the broader organization in budget planning and financial forecasting related to historical performance, future assumptions, and business targets. This role requires both strategic an
Job Source: Five Star Quality Care, Inc.CFA Institute
Boston, MA, United States
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative cultur
Job Source: CFA InstituteSimpliSafe, Inc.
Boston, MA, United States
We’re a high-tech home security company that’s passionate about protecting the life you’ve built and our mission of keeping Every Home Secure. And we’ve created a culture here that cares just as deeply about the career you’re building. Ours is a no ego culture of collaboration and innovation where those seeking their next challenge can find big opp
Job Source: SimpliSafe, Inc.Wolters Kluwer
Boston, MA, United States
Wolters Kluwer Senior Financial Planning Analyst Boston , Massachusetts Apply Now With nearly two centuries of experience, Wolters Kluwer provides information and professional services for accounting, audit, business, compliance, finance, healthcare, legal, risk, and tax industries. Founded in 1836, we offer expert solutions backed
Job Source: Wolters KluwerWellington
Boston
**About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative
Job Source: WellingtonBoston, MA, United States
Work with advisors on select group of clients to assess needs, goals, and planning issues.
Prepare for and attend client meetings, document notes and work with advisor to complete all necessary follow-ups and document in CRM.
Coordinate the gathering of data from clients, attorneys, accountants, and other professionals in anticipation of client meetings.
Work with advisors to gather all client related data to build comprehensive financial plans by utilizing financial planning software and related tools.
Coordinate the preparation of various client related reports for both internal and external use
Manage and complete tasks/open items, actively follow-up with clients and external advisors while actively communicating with primary advisor on status
Document all client communication in CRM and assign tasks as necessary.
Work with internal Client Service Team to complete and submit external account paperwork and follow through to completion.
Organize and enter data into financial planning software or customized spreadsheets.
Research client-specific issues.
Assist with a variety of financial planning related projects.
Research financial planning topics and related issues, prepare summaries and present to the firm's advisors.
Qualifications : 3-5 years of relevant experience required
Bachelor's Degree from an accredited college or university
Proficient with Microsoft Office (Word, PowerPoint and Excel)
Team player with excellent client service focus
Strong written and communication skills
Excellent organization and time management skills
Ability to work independently and in a team-based environment
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Email Alert for Financial Planning Associate jobs in Boston, MA, United States
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