We are looking for a Marketing Reporting Associate to join our team in Boston, Massachusetts. In this role, you will support a global investment management platform, focusing on institutional clients and consultants. This is an excellent opportunity to collaborate across teams, manage essential marketing content, and contribute to the success of a dynamic organization.<br><br>Responsibilities:<br>• Create and deliver high-quality RFPs, DDQs, and consultant reports that meet compliance standards and client expectations.<br>• Collaborate with client and consultant relations teams to ensure marketing content aligns with organizational goals.<br>• Maintain and update accurate marketing and strategy information across various asset classes.<br>• Partner with investment and product teams to gain insights and enhance reporting materials.<br>• Provide ongoing support for consultant relations, ensuring effective communication and engagement.<br>• Utilize tools such as Loopio to streamline the proposal and reporting processes.<br>• Ensure all written materials are thorough, precise, and tailored to client needs.<br>• Contribute to the development of initiatives that improve the efficiency of reporting and proposal workflows.<br>• Stay informed about financial market trends and integrate relevant insights into reporting.<br>• Assist in identifying opportunities for career growth within the organization.
<p>Robert Half is currently seeking a service-oriented Marketing Specialist for a leading organization. This role offers the opportunity to work directly with business development and operations teams, supporting initiatives designed to secure new business and drive organizational growth. The role is 40 hours per week and hybrid on site 3 days a week!</p><p> </p><p>Key Responsibilities: </p><ul><li>Prepare and manage responses for RFPs and RFQs, ensuring proposals meet client specifications </li><li>Develop client-specific portfolio books and information packages to support outreach efforts </li><li>Maintain accurate project descriptions in internal databases </li><li>Create team and individual resumes as needed Identify and pursue opportunities for press releases and creative projects </li><li>Design and maintain marketing collateral templates Coordinate administrative, support, and production activities as required</li></ul>
<p>seeking a motivated and detail-oriented Administrative & Accounting Assistant to join our team. This role combines traditional administrative support with accounting assistant responsibilities, providing essential support to our operations, accounting, and project management teams. The ideal candidate will be proactive, organized, and comfortable handling both financial documentation and day-to-day office functions in a fast-paced construction environment.</p><p>Key Responsibilities</p><p>Administrative & Office Support</p><p>• Retrieve and distribute mail from the PO Box</p><p>• Monitor voicemail inbox; triage and forward messages to appropriate staff</p><p>• Order and maintain office and kitchen supplies (weekly or as needed)</p><p>• Coordinate and assist with office-wide mailings (FedEx, USPS, mass distributions)</p><p>• Oversee onboarding logistics for new hires, including distributing apparel, and coordinating technology setup (iPads, covers, stylus pens, etc.)</p><p>• Serve as a liaison for internal tech support; maintain equipment such as copiers, printers, and plotters</p><p>• Coordinate the ordering and proofing of company apparel and marketing materials</p><p>Accounting & Project Support</p><p>• Assist with accounts payable processes and credit card receipt reconciliation</p><p>• Gather, organize, and assemble invoices for residential billing packets</p><p>• Generate and track monthly lien waivers for residential projects</p><p>• Proofread, format, and edit AIA subcontracts for accuracy and consistency</p><p>• Track and enter new vendor packets into Sage accounting system</p><p>• Obtain, monitor, and update certificates of insurance for office and subcontractors; send monthly reports on expired policies</p><p><br></p><p><br></p><p><br></p><p><strong><em><u>For immediate consideration please call me directly Eric Lebow 508-205-2127</u></em></strong></p>
<p>Our client one of the oldest Credit Unions in the area is looking to add a new Business Development Officer to their team. As a Business Development Officer, you will play a key role in growing and retaining business banking deposit relationships and commercial lending portfolios. You’ll identify and convert new business opportunities, build strong relationships with local businesses, and serve as a trusted financial advisor—delivering solutions that help our members and strengthen our community.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Develop and implement strategic plans for business deposit growth and market expansion.</li><li>Identify, pursue, and convert new business members through networking, outreach, and partnerships.</li><li>Actively cross-sell business banking products (deposits, merchant services, treasury management, commercial loans).</li><li>Manage a pipeline of prospective clients; provide ongoing relationship management for existing members.</li><li>Collaborate with retail banking and other departments to ensure a holistic relationship banking experience.</li><li>Handle commercial lending needs, ensuring efficient processing and follow-up.</li><li>Represent the Credit Union at business events, community activities, and network with local professionals.</li><li>Maintain up-to-date expertise on business banking products, market conditions, and emerging technologies.</li><li>Track and report on individual performance and market trends, ensuring alignment with departmental goals.</li></ul>
