22 jobs found in Wellesley, MA

Washington Trust Advisors is seeking a highly motivated Wealth Associate to join our team in Wellesley, Massachusetts . This role is a critical part of our relationship management team, providing administrative and analytical support for wealth administration and investment management to assist two Wealth Advisors in our Registered Investment Advisor (RIA) division. If you have 3–5 years of experience in wealth management administrative services and are eager to grow your career in client relationship management and wealth planning, this is an excellent opportunity. You will work closely with clients and advisors, gaining exposure to all facets of wealth management. This is a foundational position for someone who values accuracy, organization, and client service and may be a good fit if you have some experience in financial services or are experienced wealth administrator. You’ll gain hands-on experience in wealth administration while building relationships with clients...

We are seeking experienced  Mortgage Originators in MA to join our lending team based in Wellesley, MA.  Washington Trust offers our mortgage professionals a comprehensive product menu, an expansive portfolio lending program and rapid turn-around from a great Operations team, which truly differentiates us from the competition.   We are looking for independent, dynamic, and energetic sales-oriented professionals. Mortgage Loan Originators need proficient mortgage industry knowledge in order to originate loans and develop realtor and business contacts.  This position is focused on outside sales and may be located in MA, NH, RI or CT.   Additional requirements include: Outside sales mortgage origination experience with a proven record of developing networks, attracting new clients, and sales delivery.  In-depth knowledge of the mortgage industry, products, lending practices and guidelines Ability to grow through referral networks to a minimum...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

Starting Rate: $22.00   Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).    Major Responsibilities: Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized. Account Representative Duties: Works toward achieving specific individual sales and service goals through the following activities:  Opens deposit accounts Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.) Closes loans for customers for applicable...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

Starting Rate: $22.00   Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).    Major Responsibilities: Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized. Account Representative Duties: Works toward achieving specific individual sales and service goals through the following activities:  Opens deposit accounts Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.) Closes loans for customers for applicable...

 Starting Rate: $24.50  Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. The Operations Associate maintains primary responsibility for all operational elements of a small to mid-sized office.  Operational responsibilities include, but are not limited to, cash vault and ATM management, managing negotiable instruments, adhering to compliance and security requirements, routine cash drawer audits, executing on quality control processes around new account opening, and other such branch activities.  Fully skilled in both sales and transactional capacities, incumbents also directly service retail branch customers as needed. Responsibilities: Maintains primary responsibility for all operational elements of a small to mid-sized banking office by: Managing the branch cash...

Site: Mass General Brigham Incorporated   Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.     Job Summary Responsible for counseling patients or parties responsible for payment. Also educates patients on their responsibilities and potential options, ensuring accuracy, while compassionately explaining to the patients their financial obligations during the financial counseling session. In addition, must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications. Essential Functions...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

Job Summary: The Research Portfolio Manager (RPM) is responsible for managing a portfolio of sponsored and non-sponsored funds for a group of Principal Investigators (PIs) at the Harvard John A. Paulson School of Engineering and Applied Sciences (SEAS). The position reports to an Assistant Director for Research Administration and Finance. The RPM is a member of a faculty support team that provides the best possible customer service to the PI and lab members in support of their research activities. They use independent judgment and problem-solving skills to ensure compliance with sponsor and donor regulations, School and University policies, and Area procedures. This is a high-volume, fast-paced, and dynamic environment. Job-Specific Responsibilities: Provides life-cycle grant support. Pre-award responsibilities include providing direct support to faculty and administrators with proposal preparation, developing budgets, budget justifications, supporting documentation,...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.   Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.   Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.   At Bank of America, you can build a successful career with opportunities to learn, grow, and make an...

Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities • Assists, educates, and trains clients on conducting simple transactions through self-service technologies • Leverages available...

Starting Rate: $22.00   Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).    Major Responsibilities: Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized. Account Representative Duties: Works toward achieving specific individual sales and service goals through the following activities:  Opens deposit accounts Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.) Closes loans for customers for applicable...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job...

Starting Rate: $22.00 Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.  Service Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line).    Major Responsibilities: Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized. Account Representative Duties: Works toward achieving specific individual sales and service goals through the following activities:  Opens deposit accounts Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.) Closes loans for customers for applicable...

Job Summary: Independently perform complex financial administration including budget development, financial analysis, and consultation. Provide recommendations for the use of financial resources. The Department of Stem Cell and Regenerative Biology (HSCRB) is seeking an Accounting and Business Operations (ABO) Manager to support and lead in critical department financial and business operations. In addition to advanced skills and knowledge of financial and business policies, best practices, and platforms, the ideal ABO Manager will have a strong commitment to service leadership, to team and community building, and to providing best possible customer service. Working with ABO team members, other HSCRB staff, and administrative peers across campus, the ABO Manager is key to achieving department goal of improving human health. The ABO Manger position is an excellent opportunity for someone looking grow their technical and leadership skills, mentor a team to success, and support...

Job Summary: Oversee comprehensive pre post-award grant administration. Provide consultation and recommendations for the use of financial resources to faculty and staff.   Job-Specific Responsibilities: Oversees and manages the emerging research security program for HGSE, serving as the school’s Research Security Administrator with the lead role in directing, collaborating, and connecting across multiple offices and roles to ensure HGSE executes and remains in compliance with Harvard’s Research Security policy and procedures. Will consult with and maintain a dotted-line relationship with the University Research Compliance Officer for activities related to this role. Oversees and coordinates all activities of the HGSE Export Controls (EC) program and serving as the school’s Export Control Officer, including communicating school-level information about EC and coordinating or conducting Visual Compliance checks as required on international partners school-wide. Supports...

Reporting to the Executive Dean and in close partnership with the Dean and other senior leaders, the Chief Financial Officer (CFO) leads the financial management and strategic financial planning efforts of Harvard Kennedy School (HKS) in support of its teaching, learning, and research mission.  The CFO has direct responsibility for the overall financial management of HKS including accountability for the School’s $280 million operating budget, fiscal policies and procedures, efficiency and effectiveness of financial systems, and fiscal compliance and control. Further, the CFO leads the School’s risk assessment and management program, in partnership with the University’s Risk Management and Audit Services department.  The CFO is also directly responsible for the development and maintenance of financial models, and, in collaboration with partner offices, the development and implementation of financial strategies in support of all facets of strategic planning for HKS, including...

The Office of Financial Services (OFS) at the Harvard Kennedy School (HKS) seeks a talented Senior Financial Analyst to join our team. This position is part of a 12-person finance team and reports to the Director of Financial Planning and Analysis. HKS’s Office of Financial Services supports and facilitates decision-making at the highest levels in key areas of financial management and strategic planning. This position will conduct objective analysis of the financial performance of certain departments and centers within HKS and will develop an in-depth understanding of the financial structure. We seek candidates with strong financial acumen and analytical and technical skills, who can collaborate with a wide variety of stakeholders with varying levels of financial knowledge.   Duties and Responsibilities include, but are not limited to:  Conduct complex financial analysis and update financial models and projections. Analyze and project budgets and financial activity for multiple...

Reporting to the Director of Financial Planning & Analysis, this position is responsible for advanced analytical reporting, and financial operations for a portfolio of Units within the Office of the President & Provost Finance & Admin (OPP) operations. Working as a collaborative and constructive partner, this position provides guidance for monitoring, and compliance, including the analysis and review of financial performance and year- end results. The Assistant Director of Financial Administration and Operations supports the OPP Finance & Admin office mission most effectively by working closely with Unit administrators, consolidating, and summarizing data, producing financial reports, presenting recommendations, and assisting with organization-wide analysis, and training development. Core Duties Financial Operations – Perform central accounting functions including capital project oversight, payroll approvals, space management, procurement, reimbursements, or...