Executive Administrative Assistant

Top Job

Located in Acton, MA

Salary: $63,000-$83,000 DOE

We are seeking an Executive Administrative Assistant for a financial services firm in Acton, MA. This role will provide executive-level administrative support by managing calendars, coordinating meetings, preparing reports, and handling confidential communications

 

Responsibilities:

• Manage executive calendars, schedule meetings, and send timely reminders.
• Coordinate and distribute Zoom and Microsoft Teams links for internal and client meetings.
• Monitor and manage email inboxes, sort messages, and escalate urgent matters to the supervisor.
• Communicate professionally with clients, financial advisors, and internal staff.
• Greet visitors and clients in-office, ensuring a welcoming and professional environment.
• Utilize Wealthbox CRM, Zoom, and Microsoft Outlook efficiently.
• Take initiative to identify and implement process improvements to increase office efficiency.
• Provide general administrative support to ensure smooth operations of the executive office.

Qualifications:

• Proven experience as an Executive Assistant or in a similar administrative role.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and work independently.
• Proficiency with Microsoft Outlook, Zoom, and CRM systems (experience with Wealthbox is a plus).
• Professional demeanor and ability to interact with clients and advisors confidently.
• Self-starter with a proactive approach to problem-solving and process improvement.

Benefits:

• Competitive pay ($63,000-$83,000 DOE)
• Flexible scheduling options (Mon-Fri 8AM-4PM/9AM-5PM)
• Hybrid work environment after training  (2 days WFH)
• Health Insurance (Medical, Dental, Vision)
• PTO & Paid Holidays
• 401K with employer-match

If interested, please send resume to jobs.actonma@expresspros.com.

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