Boston Hill Advisors is an independent, fee-only Wealth Management business located in North Andover. We presently manage over $1 billion in assets for individuals, families, charities and small businesses. We specialize in financial planning, wealth management, and investment solutions and have been in business for 16 years.
What You’ll Do
You will support two financial advisors and provide financial planning and client service support.
Support and Administration (approximately 20% of time)
Review client meeting notes, assign tasks to CRM software, and follow up.
Monitor and complete tasks, manage client open items, and follow up with the internal team, clients, attorneys, and accountants.
Complete and submit external account paperwork.
Help coordinate events and seminars.
Office administration and support.
Financial Planning and Client Meeting Preparation (approximately 80% of time)
Organize and enter data into the financial planning system or customized spreadsheets (can maintain complex spreadsheets).
Proof data to ensure accuracy.
Update and print financial plans, help in performance investment analysis, and customize spreadsheets for client review meetings.
Coordinate the gathering of data from clients, attorneys, accountants and other professionals.
Coordinate the preparation of client reviews.
Assist in meeting logistics.
Back up client service and provide office support as needed.
What You’ll Bring
Bachelor's Degree or equivalent experience
Proficiency with Microsoft Outlook, PowerPoint, Excel, and Word
Morningstar Advisor experience
What We Offer
Coverage on the first day of employment for Medical, Dental, and Vision insurance
Paid Parental Leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
15 days of PTO
401k Matching Plan
HSA Employer Contributions
Pet Insurance
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Capital Markets, Financial Services, and Investment Management
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