Century Bank is the leading independent bank in Massachusetts. Founded 35 years ago, Century
serves individuals, businesses, and institutions at 23 branches in the Greater Boston area. Our
mission is to offer our customers the highest level of personalized service while providing
superior products and competitive pricing.
This is an exciting time to be working at Century. With more than $1.6 billion in assets,
Century is profitable, well capitalized, intends to remain independent and on an expansion
path. Our continued growth presents many employment opportunities, and we are committed to
attract and retain a quality workforce.
Currently we are looking for a Broker's Assistant to join Century Financial Services.
Duties:
Assist in managing brokers office
Answer client phone calls and handle operational issues
Update client files with required forms on a regular basis
Process client business keeping adequate detailed records of all pending
items
Contact mutual fund companies and Commonwealth Financial to ensure
client business is properly processed in a timely manner
Prepare client portfolio reviews as needed
Develop marketing letters to be sent to current and potential clients
Market to existing and potential client using phones and mail
Oversee department referral program and implement new ideas to simulate
department recognition throughout the bank
Work closely with representatives to generate weekly and monthly status
reports as requested
The qualified candidate must interact well with many contacts, perform all work exactly,
interact competently over the phone, and proactively relate client concerns to the
representative. This candidate will possess an excellent attention to detail, ability to
multitask in a fast paced office, and ability to problem solve. Series 6 or 7 preferred; will
sponsor qualified candidate once critical job components are mastered. Financial service
background is a definite plus.
For more information on Century Bank, please visit our website at www.century-bank.com
Email: careers@century-bank.com |