Located in Acton, MA
Pay: $63,000-$83,000 DOE
Job Full Description
We are seeking an Executive Administrative Assistant for a financial services firm in Acton, MA. This role will provide executive-level administrative support by managing calendars, coordinating meetings, preparing reports, and handling confidential communications
Responsibilities:
- Manage executive calendars, schedule meetings, and send timely reminders.
- Coordinate and distribute Zoom and Microsoft Teams links for internal and client meetings.
- Monitor and manage email inboxes, sort messages, and escalate urgent matters to the supervisor.
- Communicate professionally with clients, financial advisors, and internal staff.
- Greet visitors and clients in-office, ensuring a welcoming and professional environment.
- Utilize Wealthbox CRM, Zoom, and Microsoft Outlook efficiently.
- Take initiative to identify and implement process improvements to increase office efficiency.
- Provide general administrative support to ensure smooth operations of the executive office.
Qualifications:
- Proven experience as an Executive Assistant or in a similar administrative role.
- Strong organizational skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities and work independently.
- Proficiency with Microsoft Outlook, Zoom, and CRM systems (experience with Wealthbox is a plus).
- Professional demeanor and ability to interact with clients and advisors confidently.
- Self-starter with a proactive approach to problem-solving and process improvement.
Benefits:
- Competitive pay ($63,000-$83,000 DOE)
- Flexible scheduling options (Mon-Fri 8AM-4PM/9AM-5PM)
- Hybrid work environment after training (2 days WFH)
- Health Insurance (Medical, Dental, Vision)
- PTO & Paid Holidays
- 401K with employer-match
If interested, please send resume to jobs.actonma@expresspros.com.
Acton, MA
2873
1740 Massachusetts Avenue
Suite C2
Boxborough, MA 01719
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