Guardian Financial Services · 1 day ago
Administrative Assistant
Greater Boston
Full-time
Onsite
New Grad, Entry Level
$25/hr - $30/hrGuardian Financial Services is a boutique wealth management firm serving professionals and retirees. The Administrative Assistant role is central to delivering a high-touch client experience and involves supporting client service, account administration, and day-to-day operations.
Financial Services
Responsibilities
Open new client accounts and ensure all paperwork is completed accurately
Transfer funds into and out of client accounts (ACATs, contributions, distributions, internal transfers)
Onboard new clients and coordinate all setup steps from start to finish
Prepare and process account forms and service requests
Maintain accurate client records in the firm’s CRM and document systems
Schedule client meetings and prepare materials in advance
Track outstanding items and follow up through resolution
Communicate professionally with clients, custodians, and vendors
Support compliance-related administrative tasks as required
Qualification
Required
Proactive, detail-oriented, and takes ownership of their work from start to finish
Reliability, follow-through, and pride in doing things right
Independently process routine account openings and service requests
Maintain clean, complete, and well-organized client records
Anticipate upcoming tasks and follow-ups without being prompted
Hungry to learn and eager to grow professionally
Strong work ethic and dependable follow-through
Highly organized with excellent attention to detail
Clear, professional communicator (written and verbal)
Comfortable working independently and using judgment
Tech-competent (email, calendars, PDFs, CRM systems, basic spreadsheets)
Trustworthy and discreet with sensitive financial information
Preferred
Prior experience in financial services, banking, insurance, or legal administration
Familiarity with account paperwork or compliance-driven environments
Interest in pursuing FINRA licensing over time
Benefits
Health insurance
401(k) plan
Two (2) weeks paid time off
Paid training and professional development
Company
Guardian Financial Services
We help those approaching retirement or have already retired and seek clarity, confidence, and a trusted partner to help achieve the lifestyle they envision.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase