Business Operations Specialist

Job DescriptionCompany DescriptionBaystate Financial has been a trusted partner in financial planning for individuals, families, and businesses for over a century, helping clients gain clarity and achieve financial independence. With a strong foundation of expertise, collaboration, and dedication to client success, the firm delivers tailored solutions in financial planning, estate strategies, and retirement services. Headquartered in Boston, Baystate Financial serves clients across New England and Florida from 17 office locations, promoting a culture of innovation and professional growth. The firm has earned recognition as a top workplace and for its corporate citizenship. With a team of passionate professionals, Baystate Financial empowers clients to navigate and secure their financial futures confidently.Baystate Financial seeks full time Business Operations Support SpecialistA team of advisors affiliated with Baystate Financial, seek a high energy administrative assistant to support a team of financial planners / investment advisors on a full-time basis. We are searching for a well-organized and professional individual to add to the team in our Falmouth, Maine office locations. Business hours are Monday through Friday, 8:30 am – 5:00 pm. After the first 6 months of work, if productivity and training goals are met there will be the opportunity for hybrid work if desired on Fridays.Qualifications include superior verbal and written communication skills as well as a professional phone presence. Applicant must possess strong time management skills with the capacity to prioritize business needs. Familiarity with business technology tools such as Microsoft Office Suite, Salesforce, as well as the ability to quickly gain working knowledge of job-specific technology tools is a priority. Solid attention to detail and innate organizational skills are required to successfully navigate a large volume of incoming information and maintaining integrity of sensitive client data.Primary responsibilities of this role include:· Prepare applications for insurance clients· Prepare account opening paperwork for securities business·Track new business applications for investment and insurance applications to completion· Manage general client service requests· Ordering client medical requirements· Liaison between Advisor and client· Maintaining up-to-date client records in CRM system· Ability to work independently and prioritize/handle multiple tasks at onceInterested candidates should submit a cover letter and resume to the email address provided. Competitive compensation provided commensurate with relevant prior work experience and qualifications. Experience in Financial Services preferred but not required. We will train the proper candidate. A college degree in preferred but no required. Benefits offered include: 401k, short- and long-term disability, and life insurance. Salary Range - $38,000 - $52,000Equal Opportunity and Affirmative Action Employer