What are the responsibilities and job description for the Administrative Assistant position at Northeast Planning Associates?
We are a prestigious investment firm in Middlesex County, Massachusetts, seeking a high-quality, energetic individual to work with a successful Financial Advisor to ensure smooth operations.
Principle Responsibilities:
- Work with a Financial Advisor team to prepare for client meetings and general administrative tasks
- Follow up on action steps resulting from prospect and client meetings (e.g., complete paperwork for investment and insurance products); provide ongoing support and service as appropriate
- Handle advisor needs proactively
- Maintain all contact records
Required Knowledge/Skills/Competencies:
- An amazing attitude and extraordinary client service skills
- Strong communication and interpersonal skills
- High attention to detail
- Excellent organizational and time management skills
- Demonstrated ability to work in fast-paced environment
- A self-starter who can work independently as well as in group settings
- Ability to handle multiple tasks and operate under tight deadlines
Benefits:
- Paid time off
- Retirement plan
- Work Location: Hybrid remote in Waltham, MA 02453
Pay: $25-$35 per hour
Salary : $25 - $35