Are you an organized, detail-oriented professional with experience in financial services? Our growing financial advisory practice in Andover, MA is looking for a reliable Administrative Assistant to join our team.
In this role, you’ll be the backbone of our operations — making sure client meetings are prepared flawlessly, paperwork is accurate and complete, and clients receive the highest level of service. If you thrive in a fast-paced environment, enjoy keeping things running smoothly, and take pride in precision, we’d love to hear from you.
What You’ll Do
Prepare reports and materials for client meetings.Complete and process new account forms, transfer paperwork, and client documentation.Track pending business, update summaries, and follow up on outstanding items.Answer phones, schedule client meetings, and provide excellent client service.Manage mail, remote check deposits, and compliance documentation.Maintain CRM and Microsoft 365 systems with accuracy and attention to detail.Perform mail merges and manage distribution lists.Assist with marketing activities and financial plan data entry.Suggest improvements to streamline processes and office efficiency.What We’re Looking For
5+ years of experience in the investment/financial services field.Proficiency with Microsoft Office (Microsoft 365) and CRM systems.Exceptional accuracy, organizational skills, and ability to follow directions.Comfortable handling repetitive tasks with patience and precision.Strong communication skills and a client-first attitude.Proactive, dependable, and solutions-oriented.What We Offer
Competitive base salary (based on experience).401(k) plan.Full-time, on-site role in Andover, MA.Direct support to one to two financial advisors in a professional, team-oriented environment.Apply Today
If you’re ready to bring your skills to a trusted financial advisory practice and become an essential part of our team, please submit your resume and a brief cover letter.
Job Type: Full-time
Benefits:
401(k)401(k) matchingPaid time off Read Less