Summary:
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:
- Remote & hybird work available
- Health dental & vision insurance
- Health savings account
- 401k with company match
- Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
- Paid incentive programs
- Paid time off & holidays
- Paid volunteer opportunities
- Company donation match
- Company outtings
Primary Responsibilities:
- Create and emulate a welcoming, friendly environment for both clients and team members alike.
- Assist CEO with project planning, implementation, and execution.
- Guide department heads with expert advice to enhance overall team efficiency.
- Lead strategic business initiatives from genesis to fruition.
- 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.
- Lead meetings and workshops with meticulous planning and coordination.
- 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:
Education:
Experience:
- Financial services: 1 year (Preferred)
- Executive administrative support: 2 years (Required)
- Calendar management: 1 year (Required)
- Project leadership: 1 year (Preferred)
Work Location: Hybrid remote in Wellesley Hills, MA 02481