Address
Form of work
SalarySummary:
Join our high performing and Forbes recognized "Best in State Wealth Management Team' as an Executive Assistant to the CEO. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals.
Benefits:
- Hybrid work environment
- Paid company incentives
- Paid time off/paid holidays
- Paid volunteer opportunities
- Company donation match
- Health, Vision & Dental Insurance
- Health Savings Account
- 401k & Company Match
- Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
- Company outings
Primary Responsibilities:
- Create and emulate a welcoming, friendly environment for both clients and team members alike.
- Assist CEO with project planning, implementation, and execution.
- Generate well-written correspondence for both internal and external communications.
- Utilize programs such as PowerPoint and other Office tools to support project management functions.
- Communicate with clients or prospects to set up visits via email or phone call.
- Manage the busy personal schedule for CEO and others as required, including travel and meeting coordination.
- Manage logistics for CEO that allow for a high level of productivity.
- Perform other allowable duties as assigned by the CEO.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Bachelor's (Preferred)
Experience:
- Financial services: 1 year (Preferred)
- Executive administrative support: 2 years (Required)
- Calendar management: 1 year (Required)
Ability to Relocate:
- Wellesley Hills, MA 02481: Relocate before starting work (Required)
Work Location: Hybrid remote in Wellesley Hills, MA 02481
