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6 results for Universal Banker in Auburn, MA
- Westborough, MA
- onsite
- Permanent / Full Time
- 80000.00 - 125000.00 USD / Yearly
- <p>A growing wealth management firm is looking for a Financial Advisor to support senior advisors, strengthen client relationships, and help drive business growth. This is a great opportunity for a motivated financial professional ready to advance toward a lead advisor role in a collaborative, client-focused environment. This is fully in office in their North Shore location.</p><p><br></p><p>Key Responsibilities:</p><p>Support senior advisors with client relationship management</p><p>Build relationships with prospective clients and leverage referral networks</p><p>Develop new business through networking and centers of influence</p><p>Provide personalized financial guidance across investment, retirement, estate, tax, and insurance planning</p><p>Conduct regular client reviews and stay current on market trends</p><p><br></p><p><br></p>
- 2026-03-25T13:33:41Z
- Boston, MA
- onsite
- Permanent / Full Time
- 130000.00 - 170000.00 USD / Yearly
- <p>Our client is hiring a senior finance professional to join a high-performing portfolio finance team supporting private equity, real assets, and private company investments.</p><p><br></p><p>This role owns valuation, accounting, and reporting for complex private investments and works closely with investment, legal, tax, and compliance teams across the full transaction lifecycle. You’ll also contribute to portfolio-wide initiatives, process improvements, and technology-driven enhancements in a fast-paced, sophisticated investment environment.</p>
- 2026-04-10T16:48:44Z
- Boston, MA
- onsite
- Permanent / Full Time
- 115000.00 - 150000.00 USD / Yearly
- <p>A leading investment organization is seeking a Finance professional to join its Boston team. In this role, you’ll partner with investment, legal, tax, and operations teams to support a diversified portfolio and ensure high‑quality accounting, reporting, and performance analysis.</p><p>You will take a key role in overseeing real assets investments—such as real estate, private credit, and private equity—while contributing to broader cross‑asset initiatives. This position offers the opportunity to collaborate with internal stakeholders and external partners, maintain regulatory compliance, and support the full lifecycle of portfolio investments.</p>
- 2026-04-10T16:48:44Z
- Boston, MA
- onsite
- Permanent / Full Time
- 140000.00 - 160000.00 USD / Yearly
- <p>Our client, a successful law firm, is looking for a detail-oriented and resourceful <strong>Trust Administrator </strong>to join their team in Boston, Massachusetts. In this role, you will play a key part in managing trust accounts, assisting clients with their financial needs, and ensuring the </p><p><br></p><p><strong>Location: </strong>Boston, MA</p><p><strong>Salary:</strong> $140,000 - $160,000 (depending on experience) + amazing benefits!</p><p><strong>Schedule: </strong>Hybrid<strong> </strong>(3 days in, 2 days remote)</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Carefully and consistently guard the privacy of client and firm information.</li><li>Proactively assist clients. Identify issues that need to be addressed (related to gift taxes, estate planning needs, etc.)</li><li>Serve and anticipate needs of clients. Calculate and monitor distributions from accounts. Monitor money market balances to ensure that adequate cash is available for upcoming account activity.</li><li>Effectively document and communicate client and account issues with partners and other staff.</li><li>Coordinate interaction with firm's custodian bank.</li><li>Coordinate asset transfers including stock gifts, additions to accounts and distributions from accounts.</li><li>Coordinate account opening and closing with account team (Trustee, Accounting Coordinator, Tax Specialist, etc.).</li><li>Act as a resource to others for trust administration and estate settlement.</li><li>Maintain client files including electronic files. Keep firm databases up to date.</li><li>Assist with investment tasks including investment reviews, preparing investment recommendation sheets using Excel and using Advent/Moxy to create trades.</li><li>Perform special projects and other duties as reasonably assigned.</li></ul>
- 2026-03-24T19:48:42Z
- Boston, MA
- onsite
- Permanent / Full Time
- 65000.00 - 72000.00 USD / Yearly
- <p>Treasury Analyst – Family Office Practice</p><p>The Treasury Analyst will support cash management, banking operations, and credit activities for a family office environment serving both investment entities and individual clients. This role involves monitoring cash balances, coordinating fund transfers, performing reconciliations, and maintaining strong internal controls. The ideal candidate has 2+ years of experience in accounting, finance, or operations with exposure to treasury functions, plus strong organizational and multitasking skills.</p><p><br></p><p>Key Responsibilities:</p><p>- Execute ACH transfers and wires for client and entity accounts</p><p>-Support bank and brokerage account openings and related documentation</p><p>-Maintain banking relationships and evaluate new platforms as needed</p><p>-Update and verify wire instructions and maintain internal records</p><p>-Monitor liquidity needs and manage balances across multiple platforms</p><p>-Assist with capital call and distribution memos</p><p>-Support Form 1099 preparation</p><p>-Perform daily/monthly bank and custody reconciliations</p><p>-Assist with credit facility management (draws, paydowns, documentation)</p><p>-Follow established internal controls and support audit requests</p>
- 2026-03-25T13:38:42Z
- Shrewsbury, MA
- onsite
- Permanent / Full Time
- 55000.00 - 63000.00 USD / Yearly
- <p>We are looking for a detail-oriented Medical Cash Applications Specialist to support payment posting and account reconciliation activities in Shrewsbury, Massachusetts. This position plays an important role in maintaining accurate financial records, resolving payment variances, and partnering with billing teams to keep revenue cycle operations running smoothly. The ideal candidate brings healthcare accounts receivable experience, strong analytical skills, and a solid understanding of payer documentation and reimbursement practices.</p><p><br></p><p>Responsibilities:</p><p>• Record insurance, patient, and third-party payments, denials, and adjustments in the billing platform with a high level of accuracy.</p><p>• Compare posted transactions against remittance documents, EOBs, ERAs, and related records to confirm that payment activity is complete and correct.</p><p>• Review reimbursement differences, trace the source of posting issues, and take action to correct errors or escalate unresolved items when needed.</p><p>• Enter contractual allowances and approved write-offs according to payer agreements and established reimbursement schedules.</p><p>• Investigate unidentified receipts, rejected transactions, missing payments, and other cash application exceptions by coordinating with payers, internal teams, and leadership.</p><p>• Support compliance by following healthcare billing standards, payer rules, and applicable regulatory requirements tied to payment posting activities.</p><p>• Perform routine audits of cash application work to protect data integrity and ensure account balances reflect accurate financial activity.</p><p>• Prepare summary reporting on posting accuracy, reconciliation results, and cash activity for management review.</p><p>• Work closely with billing staff to address claim or account issues that affect payment application and overall accounts receivable performance.</p><p>• Recommend workflow enhancements that improve efficiency, strengthen accuracy, and support timely completion of daily posting responsibilities.</p><p><br></p><p><strong><em><u>For immediate consideration please reach out ASAP Eric Lebow 508-205-2127 </u></em></strong></p>
- 2026-04-20T14:54:16Z