Matthew Baker’s Post

Your cover letter is your chance to show why you would excel in the role! Stand out to hiring managers with these tips.✨ #RobertHalf

Our client is a boutique Wealth Management firm, and they are looking to bring onboard a Wealth Management Operations and Compliance Associate. This position is in-office 1x week in their Needham office. This role mainly involves providing back-end support for the portfolio manager and the COO by performing tasks such as management of the firm's portfolio system, CRM, and client portal, as well as generating reports and maintaining data. The professional will also oversee the firm's document sharing system, assure data integrity, and help with compliance matters. Additionally, they will support financial advisors with tasks including client onboarding, tracking workflows, and managing schedules. They'll also process client cash requests, handle client queries, and maintain the firm's tech stack. They will have opportunities to lead projects aimed at enhancing client services and operational efficiency. The candidate should be well-versed with Excel and various tech platforms, and should be able to handle ad hoc projects to enhance firm operations. At least 3 years of experience in a similar role at an investment firm and a college degree are strongly preferred. Please email Matthew.baker@roberthalf.com for immediate consideration. Thank you!

Where can job seekers find flexible work options this year? Research for Robert Half’s Demand for Skilled Talent report offers insight. Learn more in this post.

Our client is a boutique Wealth Management firm seeking a Compliance Analyst with 2+ years of experience and Series 7 and 24 certifications. Role involves managing regulatory obligations, investigating policy violations, assisting with audits, and communicating current regulations. Other duties include approving promotional and digital content, maintaining compliance policies, and producing quarterly 13F reports. Ideal candidate embodies core values of integrity, ethics, and honesty. Role is in Boston, hybrid 3 days in office. Please reach out to Matthew.Baker@roberthalf.com for immediate consideration. Thank you.

Our client is an Investment Management firm looking to bring onboard a Manager, Client Services. This role will be positioned in their Portsmouth office (hybrid role, 3-2). This multifaceted role requires active client interaction, including duties in Client Onboarding and Direct Client Servicing, preparing Client Reports, performing Account Maintenance, and providing General office support. The ideal candidate will possess a college degree, 5+ years of asset management client service experience, communication proficiency, and familiarity with MS Office. Management experience, knowledge of Salesforce, and the ability to multitask in a fast-paced environment are also desirable. Strong work ethic, problem-solving abilities, and comfort in client-facing roles are essential. If you'd like to be considered, please email your updated resume to Matthew.Baker@roberthalf.com Thank you!

Balancing work and family life can be demanding. Our alliance partner #Fairygodboss shares 12 organizations, including #RobertHalf, that are leading the way in promoting healthy work-life balances for working parents: https://bit.ly/3VngsNP

Research from Robert Half shows more than 1 in 3 U.S. workers are burned out at a level of 7 or higher on a scale of 1-10. Trey Barnette, hiring and consulting expert with the talent solutions firm, joins FOX 5 DC to discuss why — and whether the rise of generative AI plays a role

Tech leaders are looking for AI skills. Now is the time to get that certification or update your resume with AI and machine learning skills you already possess. Read more: https://lnkd.in/eS-r7TQK #RobertHalf

In a survey from Robert Half, professionals were asked to select their burnout levels on a scale of 1-10. More than a third selected a 7 or higher. Ryan McCarty, hiring and consulting expert with Robert Half, joins FOX 19 to break down what's going on behind the numbers #burnout #workerburnout #mentalhealth #worktips