About us
We are a fast-paced, growing firm looking for an assistant to manage the day-to-day operations for one of our senior Financial Advisors.
Job Title: Assistant for Financial Advisor
Job Description:
We are seeking a dedicated and efficient assistant to support a Financial Advisor in their day-to-day operations. As an assistant, you will play a vital role in ensuring smooth communication, scheduling, client outreach, prospecting, and general office work. This part-time position requires approximately 20 hours per week, with the initial requirement of working in person, with the potential for a hybrid work arrangement in the future.
Responsibilities:
- Manage and organize emails, ensuring prompt and professional responses
- Reach out to clients to schedule appointments, meetings, and follow-ups
- Assist in prospecting for potential clients through research and data analysis
- Manage and improve ongoing contact points with current client base
- Perform general office tasks, including filing, data entry, and document preparation
- Collaborate with team members to support the Financial Advisor in achieving their goals
- Maintain confidentiality of client information and adhere to industry regulations
Requirements:
- Excellent communication skills, both written and verbal
- Strong organizational and time management abilities
- Proficiency in email management and scheduling tools
- Attention to detail and ability to prioritize tasks effectively
- Familiarity with financial services and terminology is a plus
- Ability to work independently and as part of a team
- Flexibility to adapt to changing work environments, including potential hybrid work arrangements in the future
If you are a self-motivated individual who thrives in a fast-paced environment, we would love to hear from you.
Pay: $20.00 per hour with additional incentive opportunities
Part-Time: 20 hours per week with the potential to increase
Flexible Schedule: Monday to Friday, variable hours, days/evening shifts
Location: Braintree, MA - potential for hybrid opportunity
Job Type: Part-time
Pay: $20.00 per hour
People with a criminal record are encouraged to apply
Work Location: Hybrid remote in Braintree, MA 02184