Abrar Admin

NextPhase Search

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 REMOTE, Massachusetts based role- must live in the MA area! Administrative Assistant/ Client Service, Wealth Management, Remote (occasional meetings and errands between Framingham and Quincy). Benefits begin day one!
 
 
 
 
 
 
 
 About the Company:
 
 stable and very well-established wealth management firm. This such a lovely group of people-they have almost no turnover! The people they have hired from us have raved about how warm and welcoming everyone is and how much they learned in a short period of time because of the effort folks make to educate on the nuances of the business. Firm working hours are 9-5, and culture represents great work/life balance!
 
 
 
 
 
 
 What you'll do
 
 : join as the 4th person on a boutique team within the larger organization in direct support of a top producer at the firm who works remote in conjunction with an Advisor Assistant/ Sr. Client Service Specialist who&rsquo;s been in the role a few years and whose role has grown over time. In this newly created role, you&rsquo;ll take direction and workload from both this top producing Advisor and the current Assistant- and function as a backup point of contact and liaison between the Advisor their clients. In this role you will help with some first line administrative support including assisting with investment related paperwork and check processing. Manage bookkeeping tasks utilizing QuickBooks and various spreadsheets. Support Advisers and Staff with setup and ongoing IT and phone issues. Act as backup for the office based administrative staff including remote reception coverage as needed (they can forward the main line phones as needed- though this will be rare). Provide scanning and clerical support. In supporting the Advisor Assistant/ Sr. Client Service Associate, you may assist with any of the following: triage phone requests from clients, execute financial transactions, complete forms and documents for advisors, assist with the administration needs of onboarding of new clients. Alert clients regarding upcoming payments, shepherd client signatures on documents and coordinate their portfolio review meetings with the Advisors including scheduling the client appointments. Manage paperwork including creating and saving to electronic document library. Light administrative support including managing schedules and calendars for the Advisor.
 
 
 
 
 
 
 About you:
 
 you have strong writing, organizational and multi-tasking skills along with great attention to detail and a friendly persona! One or more years of post-college experience as an administrative assistant or a client service or hospitality is ideal for this position, but they are flexible for the right person with less or more experience. You're looking for a long-term work "home" and will be happy to primarily work remote -you live in reasonable proximity to the Framingham to Quincy area for occasional in person meetings or shepherding signatures as needed and picking up documents from either location to bring to the other location as needed. This is a particularly strong practice within a very established firm and there's potential to grow as you become established. Ideally, you have proficiency with Office 365 and the ability to learn proprietary software packages.
 
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Administrative Assistant

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Administrative Assistant