Administrative Assistant

The Bulfinch Group - Needham, MA (30+ days ago)

Title: Executive Assistant

Hours: Full time, 40 hrs./week, Mon-Fri (We will consider 24+ hours for the right candidate.)

Location: Needham, MA

Compensation: $45-50,000 plus bonus.

Financial Services firm looking for a full time Administrative Assistant. The selected candidate will provide administrative support to a Financial Services Team with over 50 years of experience. Major duties and responsibilities include client correspondence,answering phone, greeting visitors, preparing documents and correspondence, managing calendar and emails, setting up meetings, organizing and maintaining filing system.

In addition, some time will be dedicated to driving marketing through existing social media platforms such as LinkedIn, and practice and expense management tracking and reporting. Overall, you will drive value by helping create an exceptional client service experience where our clients will view you as a central source for information and the gateway to their advisor. We are looking for an individual who takes pride in being part of a successful team and possesses a professional, positive and energetic demeanor.


3-5 years of related experience

Excellent communication skills (verbal and written)
Ability to create high quality, clear, and presentable reports.
Excellent customer service skills

Flexible multi-tasker able to meet deadlines

Works independently and manage one's time

Collaborates with others/create and sustains positive working relationships

Detail oriented, able to keep information organized and confidential

Solid PC skills and proficiency in MS Office (Outlook, Word, Excel, PowerPoint)

Comfortable learning new software and modeling tools as required

Associate Degree or higher required

Experience in insurance and/or investment services a plus but not required

Job Types: Full-time, Part-time

Salary: $45,000.00 to $55,000.00 /year


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