What are the responsibilities and job description for the Administrative Assistant/Operations Manager for a Financial Advisor position at Ryan Wealth Advisors?
Are you an organized, detail-oriented professional with experience in financial services? Our growing financial advisory practice in Andover, MA is looking for a reliable Administrative Assistant to join our team.
In this role, you’ll be the backbone of our operations — making sure client meetings are prepared flawlessly, paperwork is accurate and complete, and clients receive the highest level of service. If you thrive in a fast-paced environment, enjoy keeping things running smoothly, and take pride in precision, we’d love to hear from you.
What You’ll Do
- Prepare reports and materials for client meetings.
- Complete and process new account forms, transfer paperwork, and client documentation.
- Track pending business, update summaries, and follow up on outstanding items.
- Answer phones, schedule client meetings, and provide excellent client service.
- Manage mail, remote check deposits, and compliance documentation.
- Maintain CRM and Microsoft 365 systems with accuracy and attention to detail.
- Perform mail merges and manage distribution lists.
- Assist with marketing activities and financial plan data entry.
- Suggest improvements to streamline processes and office efficiency.
What We’re Looking For
- 5 years of experience in the investment/financial services field.
- Proficiency with Microsoft Office (Microsoft 365) and CRM systems.
- Exceptional accuracy, organizational skills, and ability to follow directions.
- Comfortable handling repetitive tasks with patience and precision.
- Strong communication skills and a client-first attitude.
- Proactive, dependable, and solutions-oriented.
What We Offer
- Competitive base salary (based on experience).
- 401(k) plan.
- Full-time, on-site role in Andover, MA.
- Direct support to one to two financial advisors in a professional, team-oriented environment.
Apply Today
If you’re ready to bring your skills to a trusted financial advisory practice and become an essential part of our team, please submit your resume and a brief cover letter.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Paid time off