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This temporary-to-permanent Executive Assistant / Client Service Associate opportunity is with a growing independent wealth management and financial planning practice in Downtown Boston. The position follows a hybrid schedule (Monday, Wednesday, and Friday onsite) with Monday-Friday hours from 9:00 AM to 5:00 PM. The position is paying $32.65/hour. The firm serves high-net-worth clients and offers a highly personalized, relationship-focused environment where employees can make a significant impact within a growing business.
Job Responsibilities
- Manage a high-volume executive calendar and coordinate meetings
- Schedule, confirm, and reschedule client appointments
- Serve as a primary point of contact for client communications
- Conduct phone and email outreach regarding appointments, documentation, and client follow-up
- Prepare meeting materials and complete post-meeting follow-up activities
- Process financial services documentation, including account applications, transfers, and beneficiary changes
- Track new business activity and pending transactions
- Maintain client records, CRM databases, and document management systems
- Assist clients with online account access, software navigation, and tax form requests
- Support office administration, correspondence, mailings, and shipments
- Perform financial planning data entry and administrative project work
- Help improve internal processes and organizational systems as the practice expands
Candidate Qualifications
- Prior experience as an Executive Assistant, Senior Administrative Assistant, Client Service Associate, or in a related role
- Experience supporting a financial advisor, wealth management firm, or professional services organization strongly preferred
- Strong client-facing communication and relationship-building skills
- Ability to interact professionally with high-net-worth clientele
- Excellent organizational skills and strong attention to detail
- Proven ability to manage multiple priorities while maintaining accuracy
- Experience handling confidential and sensitive information
- Ability to work independently and take ownership of responsibilities
- Proficiency with Microsoft Outlook and CRM systems
Qualified and interested candidates are encouraged to apply today for immediate consideration.
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