Executive Assistant

Executive Assistant to the President Location: Fully Onsite Salary: Up to $85,000 Location: Northborough MA Position Overview Seeking a professional and highly organized Executive Assistant to support the President of a busy financial services office. This role will manage executive scheduling, client communications, CRM updates, office operations, and business development tracking while ensuring a high level of client service and confidentiality. Responsibilities Manage the President’s calendar, meetings, and daily priorities. Serve as a primary point of contact for clients, providing professional and responsive service. Maintain client records, documentation, and CRM data. Prepare meeting materials, correspondence, and reports. Coordinate office operations, meeting logistics, and special events. Track business development activities, prospect follow-ups, and pipeline reporting. Support marketing initiatives, client communications, and special projects. Ensure accuracy, confidentiality, and compliance with firm procedures. Qualifications 5+ years of Executive Assistant or senior administrative experience, preferably in financial services or a professional office environment. Experience with CRM systems and Microsoft Office Suite. Strong organizational, communication, and multitasking skills. Professional, polished demeanor with excellent client-facing abilities. Comfortable working with technology and managing confidential information. Additional Information Fully onsite in a collaborative four-person office. Simple IRA with 3% employer match. No group health insurance. Looking for a proactive, detail-oriented professional who thrives in a client-focused environment. #J-18808-Ljbffr The Nagler Group