Job Description

Job Description

Heritage Wealth Management is a boutique Investment firm with locations in Needham and Woburn MA. We are professional and agile and looking for a new team member to join either of our offices.

Our work environment includes:

• Modern office setting

Our firm is looking for an administrative assistant who is highly motivated, detail-oriented, and is proficient in Microsoft Office. A successful candidate will work in an office environment and collaborate with team members.

Position Overview:
Provides administrative support to deliver client service and maintain accurate client records. Complete processing for new client accounts, redemptions, beneficiary changes, and other necessary account maintenance.

Primary Responsibilities:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsive...