Senior Administrative Assistant

Administative Assistant (Burlington)

Rosemary Farina Consulting

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compensation: 65K and depends on experience level

employment type: full-time

experience level: senior level

job title: Administrative Assistant

Administrative Assistant

A boutique-style, well-established financial services company is seeking a Senior-level Administrative Assistant to support both the CEO and the President.

This role is a good fit for an experienced, dependable, and loyal professional who excels in traditional, high-stakes environments. People love working here and tend to stay long-term; we value dedicated individuals who can set up new systems to streamline business operations while maintaining the highest level of discretion for High Net Worth clients.

Key Responsibilities

- Executive Support: Assist the CEO and President with both personal and business needs, including managing expenses and schedules.
- Operations: Record retention for assests under management for individual accounts. Charge fees associated with accounts and accompanying documents for retention and client mailings.
- Client Relations: Maintain cordial and productive relationships with clients; provide excellent phone manners and customer service. Interact with the firm's clearing house—ability to screen calls very well.
- Administrative Responsibilities: Compose and edit highly confidential documents and share phone-answering duties as needed. Prepare documents for client visit. Handling all new accounts and changing existing ones via their system, maintaining mailing lists.

Qualifications

- Experience: Relevant experience in administrative management supporting senior leadership in a small organization.
- Education: A bachelor’s degree is a plus.
- Technical Skills: Highly proficient in Microsoft Office and experienced in setting up office systems.
- Professionalism: Demonstrated professional maturity, attention to detail, and the ability to anticipate needs readily.

Compensation: 65K, and depending on experience level.
Employment Type: Full-time

All qualified candidates, please email your CV and put "Administrative Assistant" in the subject line.

Principals only. Recruiters, please don't contact this job poster.