Administrative Assistant

Job Description

Job Description

We are looking for an experienced Administrative Assistant to support a financial planning advisor in Massachusetts. This contract opportunity has the potential to become permanent and is ideal for someone who brings strong written communication, sound judgment, and a detail-oriented approach to daily office support. The role combines front-office coordination, clerical administration, and detail-focused assistance in a client-facing services environment.

Responsibilities:
• Provide day-to-day administrative support to a financial planning advisor, helping keep office operations organized and efficient.
• Manage a light appointment schedule by coordinating meetings, updating calendars, and confirming availability as needed.
• Handle weekly incoming and outgoing mail, ensuring documents are sorted, distributed, and routed accurately.
• Answer inbound calls and respond to email correspondence in a courteous and attentive manner.
• Perform data entry and general office administration with close attention to accuracy and confidentiality.
• Welcome visitors and assist with receptionist-style duties to create a welcoming experience for clients and guests.
• Use strong problem-solving skills to address routine administrative issues and escalate more complex matters when appropriate.
• Support onsite office coverage during the initial training period, with the possibility of a limited hybrid schedule afterward.• Strong command of written and spoken English, including clear grammar and detail-focused communication.
• Prior experience in administrative support, office coordination, reception, or a similar business support role.
• Comfortable answering phones, managing correspondence, and handling a variety of clerical tasks throughout the day.
• Accurate data entry skills and the ability to maintain organized records and documentation.
• Demonstrated ability to manage time effectively and stay on top of multiple priorities in a structured office setting.
• Solid problem-solving ability and sound judgment when handling day-to-day office needs.
• Detail-focused demeanor and confidence working in a client-facing environment.
• Exposure to financial documents or an ability to work with financial statement information is helpful.