Summary:

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

Benefits:

• Remote & hybird work available
• Health dental & vision insurance
• Health savings account
• 401k with company match
• Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
• Paid incentive programs
• Paid time off & holidays
• Paid volunteer opportunities
• Company donation match
• Company outtings

Primary Responsibilities:

• Create and emulate a welcoming, friendly environment for both clients and team members alike.
• Assist CEO with project planning, implementation, and execution.
• Guide department heads with expert advice to enhance overall team efficiency.
• Lead strategic business initiatives from genesis to fruition.
• Generate well-written correspondence for both internal and external communications.
• Utilize programs such as PowerPoint and other Office tools to support project management functions.
• Communicate with clients or prospects to set up visits via email or phone call.
• Manage the busy personal schedule for CEO and others as required, including travel and meeting coordination.
• Manage logistics for CEO that allow for a high level of productivity.
• Lead meetings and workshops with meticulous planning and coordination.
• Perform other allowable duties as assigned by the CEO.

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:

• Bachelor's (Required)

Experience:

• Financial services: 1 year (Preferred)
• Executive administrative support: 2 years (Required)
• Calendar management: 1 year (Required)
• Project leadership: 1 year (Preferred)

Ability to Relocate:

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

Work Location: Hybrid remote in Wellesley Hills, MA 02481