Administrative Assistant - Wealth Management

TalentBridge; Boston (MA); On-site; USD 100,000 - 125,000; Full time

Job summary

A leading financial services company in Boston is looking for an Administrative Assistant to support their wealth management team. The role involves greeting clients, managing appointments, and handling communication, requiring excellent organizational skills and a client-first attitude. This is a full-time, contract-to-hire position offering a competitive hourly rate.

Qualifications

• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple tasks efficiently.
• Friendly and professional demeanor with a client-first attitude.

Responsibilities

• Greet and welcome clients and visitors with professionalism.
• Manage calendars, contact lists, and client appointment scheduling.
• Maintain client records through filing and data entry.

Skills

Communication

Organizational Skills

Client Service

Education

Associate or Bachelor’s degree in Business, Finance, Accounting, or related field

Tools

Microsoft Office

Job description

Job Title:Administrative Assistant
Location: Boston, MA (On-site)
Pay Rate: $18–$22 per hour
Industry: Wealth Management / Financial Services
Contract Type: Full-time, Contract to Hire

Job Overview:
We are seeking a professional and organized Administrative Assistant to join a dynamic wealth management team in Boston. As the first point of contact for clients and callers, this individual will play a key role in delivering a welcoming and polished experience while supporting financial advisors with a variety of administrative tasks. This is an excellent opportunity for someone with a customer service mindset and an interest in the financial services industry.

Key Responsibilities:

• Greet and welcome clients and visitors with professionalism and warmth

• Answer, screen, and route incoming phone calls and messages promptly

• Manage calendars, contact lists, and client appointment scheduling

• Maintain client records through filing, data entry, and document archiving (physical and digital)

• Coordinate meeting logistics and maintain organized reception and conference areas

• Order and track office supplies and ensure equipment is in working order

• Handle incoming and outgoing mail and deliveries

• Support travel arrangements and accommodations for advisors and leadership

• Assist with ad hoc projects and administrative tasks as needed

• Maintain confidentiality and uphold discretion with sensitive information

Qualifications:

• Excellent verbal and written communication skills

• Strong organizational skills with the ability to manage multiple tasks efficiently

• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)

• Friendly and professional demeanor with a client-first attitude

• Ability to work both independently and within a team in a fast-paced setting

Preferred Qualifications:

• Previous administrative experience, particularly in financial services or a financial advisor’s office

• Associate or Bachelor’s degree in Business, Finance, Accounting, or related field
  
  
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