About Us:

For over 25 years, MSA Financial has delivered trusted financial planning and asset management to individuals, families, and business owners across New England and beyond. With over $1B in assets under management, we are a client-focused Registered Investment Advisory firm committed to excellence and long-term relationships.

The Opportunity:

We’re looking for an experienced, detail-oriented professional to provide top-tier support to multiple financial advisors. You will be a key point of contact for clients, ensuring every interaction is seamless, accurate, and handled with care.

What You Bring:

· Prior experience in financial services

· Professionalism, confidentiality, initiative and extreme attention to detail

· Strong communication skills, desire to help clients, care for the client experience

· Tech-savvy with the ability to learn quickly

· Organized, proactive, always follow through, and ability to reassess priorities as situations arise

· Accountability and responsiveness

What You’ll Do:

· Manage day-to-day client service needs with precision and professionalism

· Open, maintain, and service investment accounts (IRAs, trusts, 401(k)s, etc.)

· Process account transactions, RMDs, beneficiary updates, and address changes

· Coordinate with advisors to schedule client meetings, prepare reports, and execute post meeting follow-up tasks

· Diligently follow up on asset transfers, ensuring new accounts are received in good order

· Resolve service issues with custodians and third-party providers

· Keep our CRM meticulously updated with detailed client notes and activities

· Support special projects as assigned, and assist in maintaining a compliant practice

This position is not a pathway to becoming a financial advisor, nor will it evolve into one. Candidates must pass background checks. We are looking for the right person to contribute to our team’s success.

A competitive salary and full array of benefits (401k, profit sharing, medical, dental, vacation) are provided. Minimum of 3 days in the office. Willing to entertain 32-40 hrs/week for the right candidate.

Job Types: Full-time, Part-time

Pay: From $32.00 per hour

Expected hours: 32 – 40 per week

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: Hybrid remote in Braintree, MA 02184

MSA Financial

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