Executive Assistant/Client Services Associate

Beacon Hill Staffing Group, LLC; Boston (MA); Hybrid; USD 39,000 - 52,000; Full time

Job summary

Beacon Hill Staffing Group, LLC in Downtown Boston is seeking an Executive Assistant / Client Service Associate for a hybrid schedule (on-site Monday, Wednesday, and Friday; 9:00 AM–5:00 PM). The role supports a growing independent wealth management practice in Downtown Boston and involves calendar management and appointment coordination.

The ideal candidate has prior EA or client service experience, thrives in a high-touch environment with high-net-worth clients, and demonstrates strong

Qualifications

• Prior experience as an Executive Assistant, Senior Administrative Assistant, Client Service Associate, or in a related role
• Experience supporting a financial advisor, wealth management firm, or professional services organization strongly preferred
• Strong client-facing communication and relationship-building skills
• Ability to interact professionally with high-net-worth clientele
• Excellent organizational skills and strong attention to detail
• Proven ability to manage multiple priorities while maintaining accuracy
• Experience handling confidential and sensitive information
• Ability to work independently and take ownership of responsibilities
• Proficiency with Microsoft Outlook and CRM systems

Responsibilities

• Manage a high-volume executive calendar and coordinate meetings
• Schedule, confirm, and reschedule client appointments
• Serve as a primary point of contact for client communications
• Conduct phone and email outreach regarding appointments, documentation, and client follow-up
• Prepare meeting materials and complete post-meeting follow-up activities
• Process financial services documentation, including account applications, transfers, and beneficiary changes
• Track new business activity and pending transactions
• Maintain client records, CRM databases, and document management systems
• Assist clients with online account access, software navigation, and tax form requests
• Support office administration, correspondence, mailings, and shipments
• Perform financial planning data entry and administrative project work
• Help improve internal processes and organizational systems as the practice expands

Skills

Client-facing communication

Relationship-building

Attention to detail

Multitasking

Independent ownership

Strong organizational skills

Tools

Microsoft Outlook

CRM systems

Job description

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

This temporary-to-permanent Executive Assistant / Client Service Associate opportunity is with a growing independent wealth management and financial planning practice in Downtown Boston.

The position follows a hybrid schedule (Monday, Wednesday, and Friday onsite) with Monday-Friday hours from 9:00 AM to 5:00 PM.

The position is paying $32.65/hour.

The firm serves high-net-worth clients and offers a highly personalized, relationship-focused environment where employees can make a significant impact within a growing business.

Job Responsibilities

• Manage a high-volume executive calendar and coordinate meetings
• Schedule, confirm, and reschedule client appointments
• Serve as a primary point of contact for client communications
• Conduct phone and email outreach regarding appointments, documentation, and client follow-up
• Prepare meeting materials and complete post-meeting follow-up activities
• Process financial services documentation, including account applications, transfers, and beneficiary changes
• Track new business activity and pending transactions
• Maintain client records, CRM databases, and document management systems
• Assist clients with online account access, software navigation, and tax form requests
• Support office administration, correspondence, mailings, and shipments
• Perform financial planning data entry and administrative project work
• Help improve internal processes and organizational systems as the practice expands

Candidate Qualifications

• Prior experience as an Executive Assistant, Senior Administrative Assistant, Client Service Associate, or in a related role
• Experience supporting a financial advisor, wealth management firm, or professional services organization strongly preferred
• Strong client-facing communication and relationship-building skills
• Ability to interact professionally with high-net-worth clientele
• Excellent organizational skills and strong attention to detail
• Proven ability to manage multiple priorities while maintaining accuracy
• Experience handling confidential and sensitive information
• Ability to work independently and take ownership of responsibilities
• Proficiency with Microsoft Outlook and CRM systems

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information

• Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility.

Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)