Modera Wealth Management
Administrative Assistant
Boston, MA
Sponsorship not specified$55k-$88kDetected 1 day ago
ExcelCommunicationAdaptability
About the role
- We are looking for a Administrative Assistant in Boston, MA to support the employees advisors and their clients, while also performing general administrative tasks as needed.
Responsibilities
- Provide real-time scheduling support by booking appointments and preventing calendar conflicts
- Scan, file, and document organization of all incoming documents including daily mail.
- Follow processes & procedures related to client data gathering and document creation, assisting the client service team.
- Manage all tasks pertaining to the office environment including tracking/ordering supplies, organizing company documents and maintaining office appearance.
- Maintain polite and professional communication via phone, email, and mail.
Requirements
- High school diploma or GED required.
- Proficiency with Word, Excel, and Outlook.
- Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask.
- Strong sense of professionalism and discretion required.
- Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style.
- Able to work onsite 5 days a week.
- Excellent written and verbal communication skills.
- Highly professional team player, able to work well with all levels of the firm, as well as with clients.
- Personable, warm, engaging; Client first attitude; Supports a team environment.
Nice to have
- Administrative or client service experience for a professional services organization preferred.
Compensation
- Competitive salary commensurate with experience
- Salary range for this role is $55,000 - $88,000, non-exempt
Benefits
- Performance-based bonus
- Safe Harbor 401(k) plan with discretionary profit sharing
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life Insurance
- Opportunities for professional growth and continuing education
- Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
- Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Company info
- Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
- Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
- Trusted Relationships - supportive and authentic with mutual respect for colleagues
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