Executive Administrative Assistant

$63k - $83k

Express Employment Professionals Defunct

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 .

Acton, MA
2873
1740 Massachusetts Avenue
Suite C2
Boxborough, MA 01719

Apply

Vacancy posted 3 days ago

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