Financial Document Specialist

We've partnered with a Financial Services Firm in Boston, MA who is looking for an entry level finance candidate to join their team. Responsibilities include: Support account-related activities, including reconciliations, special projects, and other tasks as assigned. Track and update internal records to reflect changes in approval status related to market registrations and account onboarding. Prepare and assemble documentation packages for submission to external parties and local markets, including scanning, copying, and electronic transmission. Draft and produce transmittal letters and shipping documentation for outgoing materials. Organize, maintain, and update team documentation files to ensure accuracy and accessibility. Manage and maintain standardized registration and documentation kits on internal platforms or shared systems. Requirements: Must Have a Bachelor's Degree in Accounting, Finance, Economics or Business. Prior finance/accounting internship experience is preferred. De...