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Job Description I’m currently partnering on an exciting opportunity for an Operations Associate to join a well-established and growing investment advisory firm. This role supports a team serving high-net-worth individuals, families, and institutional clients, with strong visibility to senior leadership and meaningful exposure across operations. What You’ll Be Doing: • Preparing and submitting client account paperwork to custodians and ensuring timely completion, • Maintaining and updating client records within CRM and portfolio management systems, • Handling account maintenance requests, terminations, and special servicing needs, • Assisting with alternative investment documentation (subscriptions, capital calls, redemptions), • Reviewing custodian alerts and resolving inquiries within defined service standards, • Collaborating with internal teams to enhance processes, policies, and operational workflows, • Supporting general office and administrative functions as needed What We’re Looking For: • Bachelor’s degree required (Finance, Business, or Economics preferred), • 1–2+ years of experience within an RIA, investment management firm, or broker/dealer preferred, • Strong attention to detail and organizational skills, • Excellent written and verbal communication abilities, • Ability to thrive in a fast-paced, team-oriented environment If you’re interested in learning more—or know someone who would be a strong fit—feel free to message me directly. All conversations will be handled confidentially.

Job DescriptionJob Title: Senior Accountant Division: Administration Department: Fiscal Reports To: Director of Finance FLSA Status: Exempt Schedule: Full-Time (35 hours/week) Salary Range: $60,000 – $75,000 (commensurate with experience) POSITION SUMMARY The Senior Accountant supports the accuracy, integrity, and timeliness of Boston Senior Home Care's general ledger and financial reporting processes. This role prepares key journal entries, reviews balance sheet reconciliations prepared by accounting staff, supports month-end and year-end close activities, and ensures financial data is complete and audit-ready within a regulated Aging Services Access Point (ASAP) environment. The role supports strong financial stewardship and provides functional accounting support across the organization. ESSENTIAL DUTIES AND RESPONSIBILITIES General Ledger & Close • Prepare and post monthly journal entries, including accruals, payroll allocations, prepaid amortization, depreciation, bank activity, and indirect cost allocations., • Review balance sheet reconciliations prepared by accounting staff for accuracy, completeness, and appropriate supporting documentation., • Monitor aging and reconciling items and ensure timely resolution., • Maintain reconciliation schedules and supporting documentation in accordance with internal control standards., • Record and reconcile all investment activity, including interest, dividends, realized and unrealized gains and losses, and investment management fees; maintain detailed investment schedules and reconcile custodian statements to the general ledger., • Prepare investment rollforwards, reconciliations, and related journal entries for financial reporting and audit purposes, submitting all supporting documentation for review and approval by the Director of Finance., • Assist in preparing internal financial statements and reports and variance reports., • Support analysis of purchased services, program expenditures, and indirect cost allocations within the ASAP structure., • Provide accurate financial data to support budgeting and forecasting processes., • Prepare audit schedules, reconciliations, and supporting documentation for annual audits and state monitoring visits., • Maintain organized, audit-ready documentation consistent with GAAP and nonprofit accounting standards., • Support preparation of Uniform Financial Report (UFR) schedules and other required state filings., • Assist in documenting internal control procedures and maintaining compliance records., • Perform data validation checks to ensure accuracy of financial transactions and coding., • Assist in maintaining standardized close documentation and reconciliation templates., • Support financial system improvements and process efficiency initiatives., • No direct supervisory responsibilities., • Demonstrate strong attention to detail and accountability., • Uphold internal control standards and documentation rigor., • Meet close, reporting, and audit deadlines., • Maintain professionalism and collaborative working relationships., • Strong understanding of GAAP and nonprofit accounting., • Advanced reconciliation and analytical skills., • Proficiency in Microsoft Excel., • Experience with ERP systems (Sage Intacct or similar preferred)., • Ability to manage deadlines in a regulated environment., • Strong written and verbal communication skills., • Bachelor's degree in Accounting or related field required., • 3–5 years of progressively responsible accounting experience., • Experience with month-end close and audit preparation required., • Experience in nonprofit, human services, healthcare, or grant-funded environments preferred. • Must be authorized to work in the United States. POSITION TYPE / EXPECTED HOURS Full‑time, Monday–Friday, 9:00 AM – 5:00 PM. TRAVEL Minimal travel required. WORKING CONDITIONS This position operates in a professional office environment using standard office equipment. Minimal travel may be required. Job Posted by ApplicantPro

Job Description Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join our planning-centric team dedicated to delivering personalized wealth advice aligned with each client's unique goals and aspirations. This role offers the opportunity to partner closely with Wealth Advisors to maintain and strengthen client relationships through active participation in the financial planning process. The Associate Wealth Advisor supports the development and implementation of comprehensive strategies across retirement, risk management, tax, estate, and investment planning. We offer a hybrid work model: 3 days per week in-office and 2 days remote, or as directed by the team leader. Primary Responsibilities * Develop, revise, and present comprehensive financial plans using planning software * Apply knowledge of tax, estate, and insurance planning concepts * Develop mastery of the firm's investment philosophy * Create holistic investment strategies tailored to each client and monitor risk tolerance over time * Develop foundational knowledge of trading and partner with the Portfolio Management team to: * Approve and execute portfolios * Implement trade recommendations * Conduct tax-loss harvesting strategies * Master the firm's technology stack, including CRM systems and custodian platforms * Collaborate with other Associate Wealth Advisors to share knowledge and best practices * Independently lead client communications and interactions * Diligently document all client communications within the CRM system * Serve as the day-to-day contact for client needs, ensuring exceptional service delivery * Conduct client billing reviews and support advisory team compliance efforts * Participate in advisory team business planning and support firm strategic initiatives * Meet with clients in person as needed; limited travel may be required Qualifications * Bachelor's degree required * Series 65 (or equivalent) within 120 days of employment * 2+ years of financial services experience * Strong interpersonal skills with a collaborative, team-oriented mindset * Working knowledge of financial industry products and financial planning concepts * Excellent analytical skills and attention to detail * Clean U4 record

Job Description SENIOR ASSOCIATE WEALTH ADVISOR Position Summary This firm is seeking a Senior Associate Wealth Advisor to join our team! The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning-centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Our firm provides team members the flexibility to work a hybrid schedule. Our hybrid model requires 3 days in the office per week, while giving team members the option to work remotely 2 days per week or as assigned by their team leader. Key Responsibilities • Create, edit, and present financial plans through planning software, • Lead the development of financial planning recommendations to clients, • Identify advanced planning opportunities and develop internal best practices, • Ability to model and resolve complex financial questions and client situations, • Serve as primary advisor for a select number of clients, • Manage individual and team prospect pipeline, including the onboarding of new clients, • Ability to develop business independently and, in a team environment, • Develops a mastery of the firm's investment philosophy, • Mastery of technology stack offered, including CRM system and custodian websites, • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed, • Ability to independently lead daily client communications and interactions, • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting,etc., • Diligent recording of client communication and information within client relationship platform, • Resource and collaboration with other Associate Wealth Advisors (AWAs), • Complete client billing reviews and ensure compliance for the advisory team, • Engage in advisory team business planning efforts and actively support the firm's strategic priorities, • Independently interact and communicate with clients through emails, calls, and client presentations, • The ability to meet with clients in person. Some travel may be required Qualifications and Experience • Bachelor's Degree, • 5+ years of financial service experience, • CFP or equivalent (ChFC or CPA + PFS) required, • Proven experience in financial analysis, modeling, and strategic planning, • Strong understanding of investment strategies, risk management, tax planning, andestate planning, • Excellent analytical skills and attention to detail, • Strong interpersonal skills: with the ability to explain complex financial concepts toclients, • Team-orientated approach, • Knowledge ofthe financial industry, financial products, and financial planning concepts, • Experience in managing prospect pipelines and onboarding new clients, • Business development skillset, • Clean U4

Job Description ASSOCIATE WEALTH ADVISOR Primary Responsibilities Financial Planning & Strategy * Develop, revise, and present comprehensive financial plans using planning software * Create and deliver advanced tax, estate, and insurance planning strategies * Identify advanced planning opportunities and contribute to internal best practices * Develop mastery of the firm's investment philosophy * Create holistic investment strategies tailored to each client * Monitor and evaluate client risk tolerance over time * Lead development and presentation of financial planning recommendations Portfolio & Investment Support * Develop foundational understanding of trading fundamentals * Partner with the Portfolio Management team to review and execute portfolios * Support trade recommendations, rebalancing, and tax-loss harvesting * Collaborate on investment implementation and oversight Client Relationship Management * Serve as day-to-day contact for client needs * Independently lead client communications and meetings * Lead a select number of client relationships * Diligently document client interactions in the CRM system * Complete billing reviews and ensure advisory compliance standards * Meet with clients in person as required (some travel may be necessary) Technology & Operations * Master the firm's technology stack, including CRM systems and custodian platforms * Ensure accurate and timely execution of operational processes * Collaborate with other Associate Wealth Advisors and advisory team members Business Development & Firm Growth * Participate in advisory team business planning initiatives * Support firm strategic priorities * Contribute to business development efforts within a team environment Qualifications * Bachelor's Degree required * Series 65 (or equivalent) obtained within 120 days of employment * 4+ years of financial services experience * CFP® preferred (or equivalent designation such as ChFC® or CPA/PFS) * Proven experience in financial analysis, modeling, and strategic planning * Strong knowledge of investment strategies, risk management, tax planning, and estate planning * Proficiency in financial planning software and CRM systems * Excellent analytical skills and attention to detail * Strong interpersonal skills with ability to explain complex financial concepts clearly * Team-oriented mindset * Clean U4 record