Summary:

Join our high performing and Forbes recognized "Best in State Wealth Management Team' as an Administrative Assistant Scheduling Coordinator. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals.

Benefits:

• Hybrid work environment
• Paid company incentives
• Paid time off/paid holidays
• Paid volunteer opportunities
• Company donation match
• Health, Vision & Dental Insurance
• Health Savings Account
• 401k & Company Match
• Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
• Company outings

Primary Responsibilities:

• Schedule, confirm, and reschedule visits and meetings.
• Ownership and involvement with the visit and meeting confirmation and rescheduling process.
• Look for opportunities to keep the calendar as efficient and up to date as possible.
• Make outbound calls to clients and/or prospective clients to schedule visits.
• Maintain a professional and welcoming demeanor when greeting and interacting with clients, whether in person, or over the telephone or email.
• Answer questions and provide readily available information to clients with support relating to their visits.
• Promptly respond to emails, calls, and voicemails as necessary.
• Utilize to-do lists, calendars, computer software or other work/time management systems.
• Perform other duties as assigned by the Financial Advisor(s) or other leaders.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Associate (Preferred)

Experience:

• Financial services: 1 year (Preferred)
• Calendar management: 1 year (Required)
• Appointment scheduling: 1 year (Required)

Ability to Relocate:

• Wellesley Hills, MA 02481: Relocate before starting work (Required)

Work Location: Hybrid remote in Wellesley Hills, MA 02481