Wealth Management Administrative Assistant

Company Description Great Oak Capital Partners, LLC is a registered investment advisor providing investment advisory and related services to clients across the United States. We emphasize true fiduciary advice rather than product sales, focusing exclusively on clients’ goals and best interests. Applicants can learn more about the firm and its services by visiting Role Description The Wealth Management Administrative Assistant is a full-time, on-site role based in Easton, MA. This position supports advisors by managing client onboarding, maintaining up-to-date client records, and preparing documentation for meetings and reviews. Daily responsibilities include scheduling appointments, handling phone and email inquiries, coordinating account openings and transfers, and assisting with preparation of reports and presentations. The role also involves monitoring deadlines, organizing compliance-related paperwork, and ensuring accurate data entry into CRM and portfolio systems. The Administrative Assistant collaborates closely with the advisory team to deliver responsive client service and smooth operational support for wealth management activities. Qualifications Foundational knowledge in Finance and Investments, with the ability to support day-to-day wealth management operations. Understanding of Financial Planning concepts to assist in organizing client information, plans, and related documentation. Basic familiarity with Investment Management, including account types, portfolio reports, and advisory workflows. Strong organizational skills, attention to detail, and ability to manage multiple tasks and priorities in a fast-paced environment. Excellent written and verbal communication skills, with a client-focused and professional demeanor. Proficiency with office productivity tools (e.g., Excel, Word, PowerPoint) and CRM or financial planning software. Ability to work collaboratively with advisors and staff, maintain confidentiality, and adhere to fiduciary and compliance standards. Minimum of 3 years experience working with a wealth management firm or in the investment industry. Compensation/Role Details Salaried position ranging from $50k - $80k 401k...Company contributes 22.65% to 401k regardless of participants contribution once you qualify for all three plans: 401k, Profit Sharing, & Cash Balance Plan Hours are Mon-Fri from 8:30am - 3pm We are a fast growing firm. This role provides a great life balance while being well compensated. We're looking for someone that can help build our back office and grow with us over the next twenty years. #J-18808-Ljbffr Great Oak Capital Partners, LLC