Executive Assistant

Executive Assistant to the President

Location: Northborough, MA

Schedule: Fully Onsite

Compensation: Up to $85,000 annually

A busy, client-facing professional services office is seeking a polished and highly organized Executive Assistant to provide comprehensive administrative and operational support to the President. This role is ideal for someone who enjoys being the right hand to a senior leader, keeping priorities on track, supporting clients, managing schedules, and helping a small office run smoothly

.The Executive Assistant will play a key role in ensuring excellent client service, organized day-to-day operations, and timely follow-through on administrative, client service, and business development activities

.
Key Responsibiliti

esExecutive & Administrative Suppo

• rtManage the President’s calendar, schedule appointments, and coordinate meetings with clients, prospects, and professional partner
• s.Prepare and organize meeting materials, presentations, reports, and follow-up correspondenc
• e.Screen and prioritize emails, phone calls, and other communications; respond or route as appropriat
• e.Maintain accurate client files and records within the CRM system while ensuring confidentialit
• y.Scan, upload, and maintain both physical and electronic file

s.Client Servi

• ceServe as an initial point of contact for clients, providing friendly, polished, and professional service in person and over the phon
• e.Greet clients and prospects upon arrival and ensure a welcoming office experienc
• e.Support client service follow-through by helping assign tasks, track next steps, and ensure items are completed in a timely manne
• r.Assist with client communications and documentation as neede

d.Office Operatio

• nsCoordinate logistics for client and team meetings, including room setup, technology setup, materials, and other preparatio
• n.Maintain office supplies and general office organizatio
• n.Support a busy four-person office with daily administrative and operational need
• s.Assist with planning and execution of client appreciation events, educational events, and other office activitie

s.Project, Compliance & Business Development Suppo

• rtAssist with special projects including marketing initiatives, client communications, process improvements, and reportin
• g.Ensure documentation and administrative activities are completed in accordance with internal policies and industry requirement
• s.Track business development activity, prospect follow-ups, pipeline status, and related metric
• s.Prepare regular updates and reports for the Presiden

t.Daily Check-I

• nsConduct daily check-ins with the President to review priorities, schedule changes, urgent items, and follow-up need
• s.Adjust tasks and priorities throughout the day as business needs shif

t.Qualificatio

• ns5+ years of experience as an Executive Assistant, Administrative Assistant, or similar support rol
• e.Prior experience in financial services, professional services, or another client-facing office environment preferre
• d.Strong comfort level with technology; CRM experience is highly preferre
• d.Excellent organizational, time management, and follow-up skill
• s.Strong written and verbal communication skill
• s.High attention to detail and accurac
• y.Proficiency with Microsoft Office and general office technolog
• y.Ability to handle confidential information with discretio
• n.Polished, professional, positive, and client-service focuse
• d.Comfortable working fully onsite in a busy, small-office environmen

t.Additional Detai

• lsFully onsite rol
• e.Small, professional office environmen
• t.Simple IRA with 3% employer matc
• h.No group health insurance offere