2 results for Sales Assistant in Boston, MA

Boston, MA
onsite
Permanent
70000 - 75000 USD / Yearly
I’m currently partnering on an exciting opportunity for an Operations Associate to join a well-established and growing investment advisory firm. This role supports a team serving high-net-worth individuals, families, and institutional clients, with strong visibility to senior leadership and meaningful exposure across operations.What You’ll Be Doing:<ul><li>Preparing and submitting client account paperwork to custodians and ensuring timely completion</li><li>Maintaining and updating client records within CRM and portfolio management systems</li><li>Handling account maintenance requests, terminations, and special servicing needs</li><li>Assisting with alternative investment documentation (subscriptions, capital calls, redemptions)</li><li>Reviewing custodian alerts and resolving inquiries within defined service standards</li><li>Collaborating with internal teams to enhance processes, policies, and operational workflows</li><li>Supporting general office and administrative functions as needed</li></ul>
2026-02-26T00:00:00Z

Andover, MA
onsite
Temporary
29 - 30 USD / Hourly
We are looking for a detail-oriented Accounting Assistant to join our team in Andover, Massachusetts. This is a long-term contract position, ideal for someone with strong skills in accounts payable, accounts receivable, and financial reconciliation. The role offers an excellent opportunity to contribute to a dynamic organization while enhancing your accounting expertise. Responsibilities: • Process and manage accounts payable and accounts receivable transactions with accuracy and efficiency. • Perform bank reconciliations to ensure financial records are up-to-date and consistent. • Utilize QuickBooks to maintain and update financial data. • Code invoices correctly and ensure compliance with company policies. • Assist with preparing financial reports and documentation as needed. • Collaborate with team members to resolve discrepancies and support financial operations. • Maintain organized and accurate records for auditing purposes. • Communicate effectively with vendors and internal teams to address payment and invoicing issues. • Support month-end and year-end closing processes. • Ensure adherence to accounting standards and company procedures.
2026-02-25T00:00:00Z