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Job Description Role Description The Registered Client Associate is a forward facing member of the Moors & Cabot team with a mission to competitively deliver the highest quality service to clients in order to help them achieve their financial goals. This role is an integral part of the client/financial professional relationship as well as a valuable partner in the success of the branch. This position exemplifies Moors & Cabot’s core values of Integrity, Service is Personal, One Team, Communication and Initiative by communicating with clients, providing a personalized experience, and problem solving. By facilitating these interactions and being an active, collaborative, and engaged employee, this role provides room for growth, career development, and advancement opportunities. This in-office full-time role reports to the Branch Manager with additional feedback gathered from the assigned Financial Professionals (FPs). Working hours are Monday - Friday 8:30 AM to 5:00 PM EST. Role Responsibilities Client/Financial Professional Team Duties (70%) * Directly communicate with clients to service their account requests or concerns via phone, email, or other mediums * Plan and arrange client meetings * Document and execute money moves - trades, deposits, ACH, wires, withdrawals, rollovers, etc. * Complete data entry for MoneyguidePro plans and assist with Riskalyze questionnaire completion * Assist with new account openings and maintain contact with new clients to verify account information, beneficiary designation, address changes, etc. * Assist with new financial professional transition when assigned * Service advisory accounts, as applicable * Maintain working relationships with other business functions to ensure seamless business practices and troubleshoot problems when they arise * Compliance, Operations, IT, Strategic Initiatives, Training Center, etc. * Research client portfolios as assigned and as experience is gained remain knowledgeable about financial markets * Determining client needs through service to initiate opportunities for Financial Professionals * Maintain open communication with assigned FPs to discuss financial opportunities and develop client financial plans as directed * Collaborate with Marketing to assist with financial professional marketing strategies and initiatives * Contribute to Client Associate RingCentral chat to share knowledge with others * Assist with other branch coverage when needed * Adhere to and keep up to date on Compliance and firm policies and participate in firm sponsored training * Ensure and maintain good standing with all FINRA/SEC rules and regulations including licensure and continuing education requirements, if applicable Office Administrative (20%) * Maintain and organize client files including documentation of client interactions within Redtail CRM * Utilize DocuSign and DocuPace for form signature, distribution, and documentation * If the branch does not have a designated mail clerk, collect, distribute, and send branch mail * Contribute to the upkeep and image of the branch brand * Greet clients, stock kitchens, maintain cleanliness, etc. * May be asked to help facilitate firm wide initiatives or events at local branch * Provide administrative support to assigned Financial Professional(s) and Branch Manager as needed * Other duties as assigned Other (10%) * Take initiative in career growth by enrolling in Google Classroom courses and provided development opportunities * Compile monthly reports for assigned client/financial professional teams * Submit monthly expense reports to provide accurate P&L data * Be an active culture carrier within teams and contribute to a positive team morale Key Measurements * Ability to integrate into Financial Professional(s)’ business and build rapport with clients * Accomplishment of annual organizational, team and personal goals as communicated by management * Revenue growth for the Financial Professional(s)’ business as well as overall growth for the firm * Activity volume measured from communications, workflow items, adoption of new tools and professional development courses Minimum Requirements * 3-7 years of relevant experience * Associate Degree in Business, Finance, or related field * Series 7 and 66 (63/65) licensed * Confident in using Microsoft Office Suite and Google Suite * Competent using Concur, RBC, AOS, RedOak, Wealthbox * Comfortable taking initiative and being part of a team * Ability to sit for long periods of time and lift at least 10 pounds * Competent in the following Knowledge, Skills, and Abilities: * Customer Service * Math * Clerical Work * Reading, Writing, and Oral Expression * Active Listening * Critical Thinking * Social Perceptiveness * Coordination * Time Management * Deductive and Inductive Reasoning * Empathy * Selective Attention * Time Sharing * Memorization * Initiative * Persuasion * Negotiation Preferred Requirements * Bachelor’s Degree in Business, Finance, or related field Compensation and Benefits * Salary commensurate with experience * Total Rewards Benefits Package: * Medical, Dental & Vision * Short Term Disability, Long Term Disability, Life Insurance, and optional Supplemental Life insurance for employee, spouse, and dependents * 401k plans with yearly match * Flexible spending accounts * Identity Theft Protection insurance * Critical Illness and Accident insurance plans * PTO: vacation, personal days, sick time, and volunteerism day to encourage community involvement About Us Since its founding in 1890, Moors & Cabot and its people have defined the meaning of financial services. The firm has participated in the retail sale of stocks and bonds to individuals and the institutional sale of stocks and bonds to most of Boston's money management firms. In addition to specializing in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools such as cash management accounts, retirement planning, mutual funds, annuities and other insurance products. Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We utilize the Department of Homeland Security’s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS.

Job Description We are hiring a fast and accurate Data Entry Clerk to input, update, and maintain data across internal systems. The ideal candidate is detail-oriented, comfortable with repetitive tasks, and committed to data accuracy. Key Responsibilities: • Enter and update data into spreadsheets, databases, and CRMs, • Verify and cross-reference data for accuracy and completeness, • Perform regular audits to ensure data integrity, • File and organize physical and digital documents, • High school diploma or equivalent, • 1–2 years of data entry or administrative experience, • Excellent typing speed and accuracy, • Familiarity with Excel, Google Sheets, or database platforms, • Attention to detail and commitment to deadlines

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Data Entry Clerk - Remote Work From Home Focus Group Panelist - Full Time / Part Time Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Phone Interviews. With most of our paid focus group studies, you have the option to participate online or in-person. This is a great way to earn additional income from the comfort of your home. We need participants on the following topics: • Child Related (individuals with children 18 yrs or younger), • Cell Phones (Apple, Android, or Windows...Prepaid or Contract), • Entertainment (TV shows, movies, and video games), • Food (If you buy fast food, casual dining, or upscale dining), • Sports (Casual viewers and die-hard fans), • Electronics (Tell us which devices you prefer and why), • Pets (Animal lovers needed! Dogs, cats, and other pets), • Automobiles (Do you own, make payments, or lease your vehicle?), • Show up at least 10 minutes prior to discussion start time., • Participate by completing written and oral instructions., • Complete written survey provided for each panel., • MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date., • Must have either a smart phone with working camera or webcam on desktop/laptop., • Must have access to a reliable internet connection, • Desire to fully participate in one or several of the above topics, • Ability to read, understand, and follow oral and written instructions., • Data Entry Clerk experience is not necessary but helpful, • Flexibility to take part in discussions online or in-person., • No commute needed if you choose to work from home., • No minimum hours. You can do this part-time or full-time, • Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products., • You get to review and use new products or services before they are launched to the public., • High school diploma or it’s equivalent, • $75-$150 (per 1 hour session) If you are a data entry clerk, admin assistant, receptionist, warehouse or factory worker, driver, medical assistant, nurse, call centre employee or anyone who is looking for a flexible part time remote work from home job, this is a great position to supplement your income.

Data Entry Clerk - Remote Work From Home Focus Group Panelist - Full Time / Part Time Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Phone Interviews. With most of our paid focus group studies, you have the option to participate online or in-person. This is a great way to earn additional income from the comfort of your home. We need participants on the following topics: • Child Related (individuals with children 18 yrs or younger), • Cell Phones (Apple, Android, or Windows...Prepaid or Contract), • Entertainment (TV shows, movies, and video games), • Food (If you buy fast food, casual dining, or upscale dining), • Sports (Casual viewers and die-hard fans), • Electronics (Tell us which devices you prefer and why), • Pets (Animal lovers needed! Dogs, cats, and other pets), • Automobiles (Do you own, make payments, or lease your vehicle?), • Show up at least 10 minutes prior to discussion start time., • Participate by completing written and oral instructions., • Complete written survey provided for each panel., • MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date., • Must have either a smart phone with working camera or webcam on desktop/laptop., • Must have access to a reliable internet connection, • Desire to fully participate in one or several of the above topics, • Ability to read, understand, and follow oral and written instructions., • Data Entry Clerk experience is not necessary but helpful, • Flexibility to take part in discussions online or in-person., • No commute needed if you choose to work from home., • No minimum hours. You can do this part-time or full-time, • Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products., • You get to review and use new products or services before they are launched to the public., • High school diploma or it’s equivalent, • $75-$150 (per 1 hour session) If you are a data entry clerk, admin assistant, receptionist, warehouse or factory worker, driver, medical assistant, nurse, call centre employee or anyone who is looking for a flexible part time remote work from home job, this is a great position to supplement your income.

Data Entry Clerk - Remote Work From Home Focus Group Panelist - Full Time / Part Time Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Phone Interviews. With most of our paid focus group studies, you have the option to participate online or in-person. This is a great way to earn additional income from the comfort of your home. We need participants on the following topics: • Child Related (individuals with children 18 yrs or younger), • Cell Phones (Apple, Android, or Windows...Prepaid or Contract), • Entertainment (TV shows, movies, and video games), • Food (If you buy fast food, casual dining, or upscale dining), • Sports (Casual viewers and die-hard fans), • Electronics (Tell us which devices you prefer and why), • Pets (Animal lovers needed! Dogs, cats, and other pets), • Automobiles (Do you own, make payments, or lease your vehicle?), • Show up at least 10 minutes prior to discussion start time., • Participate by completing written and oral instructions., • Complete written survey provided for each panel., • MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date., • Must have either a smart phone with working camera or webcam on desktop/laptop., • Must have access to a reliable internet connection, • Desire to fully participate in one or several of the above topics, • Ability to read, understand, and follow oral and written instructions., • Data Entry Clerk experience is not necessary but helpful, • Flexibility to take part in discussions online or in-person., • No commute needed if you choose to work from home., • No minimum hours. You can do this part-time or full-time, • Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products., • You get to review and use new products or services before they are launched to the public., • High school diploma or it’s equivalent, • $75-$150 (per 1 hour session) If you are a data entry clerk, admin assistant, receptionist, warehouse or factory worker, driver, medical assistant, nurse, call centre employee or anyone who is looking for a flexible part time remote work from home job, this is a great position to supplement your income.

Administrative Assistant - Remote Work From Home Focus Group Panelist - Full Time / Part Time Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Phone Interviews. With most of our paid focus group studies, you have the option to participate online or in-person. This is a great way to earn additional income from the comfort of your home. We need participants on the following topics: • Child Related (individuals with children 18 yrs or younger), • Cell Phones (Apple, Android, or Windows...Prepaid or Contract), • Entertainment (TV shows, movies, and video games), • Food (If you buy fast food, casual dining, or upscale dining), • Sports (Casual viewers and die-hard fans), • Electronics (Tell us which devices you prefer and why), • Pets (Animal lovers needed! Dogs, cats, and other pets), • Automobiles (Do you own, make payments, or lease your vehicle?), • Show up at least 10 minutes prior to discussion start time., • Participate by completing written and oral instructions., • Complete written survey provided for each panel., • MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date., • Must have either a smart phone with working camera or webcam on desktop/laptop., • Must have access to a reliable internet connection, • Desire to fully participate in one or several of the above topics, • Ability to read, understand, and follow oral and written instructions., • Administrative Assistant experience is not necessary but helpful, • Flexibility to take part in discussions online or in-person., • No commute needed if you choose to work from home., • No minimum hours. You can do this part-time or full-time, • Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products., • You get to review and use new products or services before they are launched to the public., • $75-$150 (per 1 hour session) If you are a data entry clerk, administrative assistant, receptionist, warehouse or factory worker, driver, medical assistant, nurse, call centre employee or anyone who is looking for a flexible part time remote work from home job, this is a great position to supplement your income.

Call Center Representative Agent - Remote Work From Home Focus Group Panelist - Full Time / Part Time Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Phone Interviews. With most of our paid focus group studies, you have the option to participate online or in-person. This is a great way to earn additional income from the comfort of your home. We need participants on the following topics: • Child Related (individuals with children 18 yrs or younger), • Cell Phones (Apple, Android, or Windows...Prepaid or Contract), • Entertainment (TV shows, movies, and video games), • Food (If you buy fast food, casual dining, or upscale dining), • Sports (Casual viewers and die-hard fans), • Electronics (Tell us which devices you prefer and why), • Pets (Animal lovers needed! Dogs, cats, and other pets), • Automobiles (Do you own, make payments, or lease your vehicle?), • Show up at least 10 minutes prior to discussion start time., • Participate by completing written and oral instructions., • Complete written survey provided for each panel., • MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date., • Must have either a smart phone with working camera or webcam on desktop/laptop., • Must have access to a reliable internet connection, • Desire to fully participate in one or several of the above topics, • Ability to read, understand, and follow oral and written instructions., • Call Center Representative Agent experience is not necessary but helpful, • Flexibility to take part in discussions online or in-person., • No commute needed if you choose to work from home., • No minimum hours. You can do this part-time or full-time, • Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products., • You get to review and use new products or services before they are launched to the public., • $75-$150 (per 1 hour session) If you are a data entry clerk, administrative assistant, receptionist, warehouse or factory worker, driver, medical assistant, nurse, call center representative, call center agent or anyone who is looking for a flexible part time remote work from home job, this is a great position to supplement your income.

Data Entry Clerk - Remote Work From Home Focus Group Panelist - Full Time / Part Time Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Phone Interviews. With most of our paid focus group studies, you have the option to participate online or in-person. This is a great way to earn additional income from the comfort of your home. We need participants on the following topics: • Child Related (individuals with children 18 yrs or younger), • Cell Phones (Apple, Android, or Windows...Prepaid or Contract), • Entertainment (TV shows, movies, and video games), • Food (If you buy fast food, casual dining, or upscale dining), • Sports (Casual viewers and die-hard fans), • Electronics (Tell us which devices you prefer and why), • Pets (Animal lovers needed! Dogs, cats, and other pets), • Automobiles (Do you own, make payments, or lease your vehicle?), • Show up at least 10 minutes prior to discussion start time., • Participate by completing written and oral instructions., • Complete written survey provided for each panel., • MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date., • Must have either a smart phone with working camera or webcam on desktop/laptop., • Must have access to a reliable internet connection, • Desire to fully participate in one or several of the above topics, • Ability to read, understand, and follow oral and written instructions., • Data Entry Clerk experience is not necessary but helpful, • Flexibility to take part in discussions online or in-person., • No commute needed if you choose to work from home., • No minimum hours. You can do this part-time or full-time, • Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products., • You get to review and use new products or services before they are launched to the public., • High school diploma or it’s equivalent, • $75-$150 (per 1 hour session) If you are a data entry clerk, admin assistant, receptionist, warehouse or factory worker, driver, medical assistant, nurse, call centre employee or anyone who is looking for a flexible part time remote work from home job, this is a great position to supplement your income.

Data Entry Clerk - Remote Work From Home Focus Group Panelist - Full Time / Part Time Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Phone Interviews. With most of our paid focus group studies, you have the option to participate online or in-person. This is a great way to earn additional income from the comfort of your home. We need participants on the following topics: • Child Related (individuals with children 18 yrs or younger), • Cell Phones (Apple, Android, or Windows...Prepaid or Contract), • Entertainment (TV shows, movies, and video games), • Food (If you buy fast food, casual dining, or upscale dining), • Sports (Casual viewers and die-hard fans), • Electronics (Tell us which devices you prefer and why), • Pets (Animal lovers needed! Dogs, cats, and other pets), • Automobiles (Do you own, make payments, or lease your vehicle?), • Show up at least 10 minutes prior to discussion start time., • Participate by completing written and oral instructions., • Complete written survey provided for each panel., • MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date., • Must have either a smart phone with working camera or webcam on desktop/laptop., • Must have access to a reliable internet connection, • Desire to fully participate in one or several of the above topics, • Ability to read, understand, and follow oral and written instructions., • Data Entry Clerk experience is not necessary but helpful, • Flexibility to take part in discussions online or in-person., • No commute needed if you choose to work from home., • No minimum hours. You can do this part-time or full-time, • Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products., • You get to review and use new products or services before they are launched to the public., • High school diploma or it’s equivalent, • $75-$150 (per 1 hour session) If you are a data entry clerk, admin assistant, receptionist, warehouse or factory worker, driver, medical assistant, nurse, call centre employee or anyone who is looking for a flexible part time remote work from home job, this is a great position to supplement your income.

Job Description As a temporary HR Support Clerk, you will play a crucial role in supporting the HR staff with various tasks and projects. Overview As a temporary HR Support Clerk, you will play a crucial role in supporting the HR staff with various tasks and projects. You will have the opportunity to gain valuable hands-on experience in the field of human resources while assisting the HR team in delivering efficient and effective HR services to employees. You will be exposed to a range of HR activities, allowing you to develop a broad skill set and understanding of HR practices. Key Responsibilities: Maintain employee files and databases, ensuring accuracy and confidentiality. Assist in data entry and updating HR systems with employee information. Support the HR staff in various administrative tasks such as filing, scanning, and organizing documents. Support HR projects related to process improvement, policy development, or HR system implementation. Conduct research on HR best practices, industry trends, and compliance requirements. Assist in data collection and analysis for HR metrics and reports. Assist with other projects or tasks as needed. Qualifications and Skills: Currently pursuing a degree in Human Resources, Business Administration, or a related field. Proven experience working in an office environment. Strong organizational skills with the ability to prioritize tasks and meet deadlines. Excellent attention to detail and accuracy in data entry and documentation. Proficiency in MS Office applications, including Word, Excel, and PowerPoint. Strong written and verbal communication skills. Ability to maintain confidentiality and handle sensitive information appropriately. Knowledge of HR practices, laws, and regulations is a plus. Adaptability and willingness to take on diverse HR tasks and projects.

Job Description Aerotek is seeking to hire a detail-oriented Parts Clerk for a Ground Support Equipment Mechanical shop at Boston Logan International Airport. This individual will oversee customer invoicing activities and assist with system administrative tasks. This role requires the coordination of receiving activities, ensuring inventory accuracy, and supporting end-of-month reporting processes. Responsibilities: • Full-cycle customer daily invoicing activities, including local parts sales and service invoicing., • Assist with local system administrative activities, such as employee and asset data entry., • Coordinate receiving activities by storing and stocking materials in their proper locations while ensuring system accuracy., • Ensure inventory accuracy by conducting frequent cycle counts and material aging assessments., • Complete daily data entries in customer secondary software. Support local and organizational leadership with end-of-month activities, including inventory reports, productivity, and invoicing summaries., • Assist leadership with customer follow-up regarding aging accounts receivable as required., • 3+ years of relevant inventory experience required., • Proficiency in Microsoft Office Suite, SAP, and Salesforce. The pay range for this position is $20.00 - $25.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program, • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Chelsea,MA. Application Deadline This position is anticipated to close on Oct 15, 2025. About Aerotek: We know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled trades workers with 14,000+ employers each year, helping our workers navigate an evolving labor market and find jobs that meets their goals, skills and interests. Since 1983, we have provided a variety of career opportunities across North American industry – from short-term assignments at Fortune 500 companies where you can build your skills, to long-term opportunities where you can play a vital role solving for companies’ construction, manufacturing and maintenance challenges. Our 1,500+ experienced recruiters across 250+ offices work relentlessly to put our workforce in a position to thrive. Let us rise to meet your challenges and put our people-are everything spirit to the test as your career continues to grow. Aerotek offers weekly pay, employee benefits including medical, dental & vision, life insurance, health advocacy and employee assistance programs, a 401(k) plan, and employee discounts. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. Company DescriptionWe know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled trades workers with 14,000+ employers each year, helping our workers navigate an evolving labor market and find jobs that meet their goals, skills, and interests. Since 1983, we have provided a variety of career opportunities across North American industry – from short-term assignments at Fortune 500 companies where you can build your skills, to long-term opportunities where you can play a vital role in solving companies’ construction, manufacturing, and maintenance challenges. Our 1,500+ experienced recruiters across 250+ offices work relentlessly to put our workforce in a position to thrive. Let us rise to meet your challenges and put our people-are-everything spirit to the test as your career continues to grow.We know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled trades workers with 14,000+ employers each year, helping our workers navigate an evolving labor market and find jobs that meet their goals, skills, and interests. Since 1983, we have provided a variety of career opportunities across North American industry – from short-term assignments at Fortune 500 companies where you can build your skills, to long-term opportunities where you can play a vital role in solving companies’ construction, manufacturing, and maintenance challenges. Our 1,500+ experienced recruiters across 250+ offices work relentlessly to put our workforce in a position to thrive. Let us rise to meet your challenges and put our people-are-everything spirit to the test as your career continues to grow.