Baystate Financial · 7 hours ago
Office Administrator
Baystate Financial is a large financial firm with offices throughout New England, seeking an enthusiastic and talented professional for the role of Office Administrator in their West Hartford, CT office. The Office Administrator will perform general receptionist duties, provide administrative assistance, and manage office compliance responsibilities.
FinanceBankingVenture CapitalCrowdfundingFinancial Services
Responsibilities
Perform general receptionist duties
Provide general administrative assistance as directed by Firm management and/or staff
Review correspondence for FINRA compliance, processes/meters outgoing mail, UPS, FED EX
Set and confirm appointments, schedule and coordinate meetings
Run administrative reports, prepare and distribute Firm bulletins and communications
Order supplies and maintain the supply inventory
Oversee facility management projects
Support Advisors with proper instruction on how to submit business to processing units
Manage office compliance responsibilities
Qualification
Required
Financial Services experience
Excellent telephone and interpersonal skills
Strong computer skills (Microsoft Office and Windows)
Organizational and time management skills
Attention to detail
Willingness to assume additional responsibilities
Ability to be a team player
Ability to adapt and work efficiently within a variety of situations
Benefits
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Baystate Financial
Baystate Financial is a financial services company in Boston, MA.
Funding
Current Stage
Late StageRecent News
Seattle TechFlash
2025-05-17
2024-10-25
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