Investment Operations Coordinator
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About The Position
The Investment Operations Coordinator plays a crucial role in supporting multiple advisors at The Peters Group, located in Needham, MA. This full-time position focuses on managing client relationships, facilitating effective communication between clients and advisors, and handling various operational tasks such as client onboarding and asset movements. The coordinator will also assist in developing personalized financial strategies and implementing employer-sponsored retirement plans for small to mid-size businesses. The role requires a strong commitment to client satisfaction and teamwork, with an initial on-site training period followed by a hybrid work schedule.
