Baystate Financial · 11 hours ago
Annuity New Business Coordinator - Financial Services Firm
United States
Full-time
Remote
New Grad, Entry Level
$55K/yr - $65K/yrBaystate Financial is a Financial Services Firm seeking a professional and detail-oriented Annuity New Business Coordinator to support their team. This full-time position plays a key role in client service, operations, administrative workflow, and the development of new business for a critical relationship.
BankingCrowdfundingFinancial ServicesVenture Capital
Responsibilities
Communicate professionally with both clients and Financial Advisors via phone and email
Prepare and format client presentations and documentation
Submit and track new business opportunities
Maintain and update the Client Relationship Management (CRM) system
Provide general administrative support to the team
Develop understanding of the products and solutions implemented
Qualification
Required
Exceptional verbal and written communication skills
Professional and friendly phone presence
Strong attention to detail and accuracy
Ability to learn new software and processes quickly
Solid organizational skills with the ability to prioritize tasks and meet deadlines
Proficiency in Microsoft Office Suite and CRM applications
Prior financial services experience required, with a foundation in annuities
Benefits
401(k)
Dental insurance
Disability insurance
Health insurance
Paid time off
Vision insurance
Work from home
Company
Baystate Financial
Baystate Financial is a financial services company in Boston, MA.
Founded in 1901
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brad Simonds
Chief Supervisory Officer
Bryan Morrell
Partner
Recent News
Seattle TechFlash
2025-05-17
2024-10-25
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