Custody Administrator

Beacon Hill - Job Details
< Back to Search Results

Custody Administrator

Boston, Massachusetts

|

Direct (Permanent) Full Time

|

$ 55,000 - $ 70,000 per year

Boston, Massachusetts

Direct (Permanent) Full Time

$ 55,000 - $ 70,000 per year

August 01, 2022

|

Job ID: AP1299688BOS_1659381367

August 01, 2022

Job ID: AP1299688BOS_1659381367

Job Summary

Apply Now

Custody Administrator to 70K! - Hybrid Work Model at Successful Private Wealth Management Firm!

A private wealth management firm is seeking a Custody Administrator! This is a client facing position that will be serving as the day-to-day contact for assigned custody client relationships, ranging from family and multi-family offices, independent registered investment advisors (RIAs), foundations and endowments, and direct unaffiliated custody accounts. Custody administrators contribute the successful retention of clients by providing outstanding client service! Primary responsibilities will include serving as a single point of contact for specific clients, researching and resolving client inquiries, reviewing all daily activity and transaction reports, maintaining a working knowledge of the operational group's workflow and processing activities, and documenting and updates or changes to formal procedures, workflows, databases, etc. The ideal candidate has a Bachelor's degree or equivalent work experience, with a focus in Finance or a related field preferred, two or more years of meaningful client service experience in financial services, has exceptional communication, client service, organizational, and interpersonal skills, is detail oriented and accurate, can collaborate well with other colleagues, has proficiency with Microsoft Word, Excel, PowerPoint and Outlook, and custody operations experience is a plus. This position offers a hybrid work model. Strong benefits offered!

AP1299688BOS_1659381367

Apply Now

Apply Now



About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™