Executive Assistant

The Bulfinch Group; Needham Heights (MA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Growth opportunities

Team environment

Job summary

The Bulfinch Group in Needham Heights, MA is seeking an Executive Assistant to support Financial Advisors. You will manage calendars, coordinate travel, prepare reports and presentations, and assist with digital marketing efforts to promote services and engage clients.

This role requires a Bachelor's degree in Marketing or related field, proven digital marketing experience, excellent communication, and strong organizational skills.

Qualifications

• Bachelor's degree in Marketing, Business Administration, or related field.
• Experience in digital marketing, preferably within the financial services industry.
• Strong organizational and multitasking abilities with meticulous attention to detail.
• Excellent written and verbal communication skills.
• Proficiency with digital marketing tools and platforms (e.g., social media management, analytics, content creation).
• Demonstrated proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software applications.

Responsibilities

• Act as the primary point of contact for internal and external stakeholders.
• Coordinate calendars, appointments, meetings, and travel arrangements for Advisors.
• Prepare reports, presentations, and documents for meetings and client interactions.
• Help with digital marketing strategies to promote services and engage with clients.
• Help manage the team's social media accounts, including content creation, scheduling posts, and monitoring engagement.
• Coordinate and follow up on client meetings, calls, and appointments to enhance client satisfaction and retention.
• Assist with general administrative tasks, including handling inquiries and maintaining records.
• Perform data entry, document management, and other administrative duties to support the team.

Skills

Digital marketing

Communication skills

Organizational skills

Multitasking

Education

Bachelor's degree in Marketing or related field

Tools

Microsoft Office Suite

Social media management tools

Analytics tools

Content creation tools

Job description

Key Responsibilities:

1. Executive Support:

• Act as the primary point of contact for internal and external stakeholders, managing communication on behalf of the Financial Advisors.
• Coordinate and manage the Advisors' calendars, appointments, meetings, and travel arrangements.
• Prepare and organize reports, presentations, and documents for meetings and client interactions.
• Help with digital marketing strategies to promote services and engage with existing and potential clients.
• Help manage the team's social media accounts, including content creation, scheduling posts, and monitoring engagement.

3. Client Relationship Management:

• Coordinate and follow up on client meetings, calls, and appointments to enhance client satisfaction and retention.

4. Administrative Support:

• Assist with general administrative tasks, including but not limited to managing correspondence, handling inquiries, and maintaining records.
• Perform data entry, document management, and other administrative duties as required to support the team.

Qualifications:

• Bachelor's degree in Marketing, Business Administration, or a related field.
• Proven experience in digital marketing, preferably within the financial services industry.
• Strong organizational and multitasking abilities with meticulous attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in digital marketing tools and platforms (e.g., social media management, analytics, content creation).
• Demonstrated proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software applications.

• Compensation: $50,000 - $60,000 per year
• Comprehensive health and wellness benefits package.
• Opportunities for professional growth and development within the firm.
• Collaborative and inclusive work environment with a team of industry experts.

The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Trademarks of The Guardian Life Insurance Company of America (Guardian) are used with express