Executive Assistant & Operations Coordinator

Commonwealth Financial Group; Needham (MA); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Commonwealth Financial Group in Needham, MA, is seeking an Executive Assistant & Operations Coordinator to support the Chief Planning and Growth Officer. The role is hybrid with a mix of office and remote days.

You will manage inboxes, calendars, and briefing materials, while coordinating team activities and recruiting efforts for advisors. Flexible scheduling and collaboration across teams are emphasized.

Qualifications

• Experience in executive support, operations coordination, or a similar role.
• Financial services or professional services experience is helpful.
• Strong organization, writing, and judgment.
• Proficiency with Outlook, Excel, PowerPoint, and Teams.
• Experience with CRM or workflow tools is helpful.

Responsibilities

• Coordinate meetings, materials, and handoffs across teams. Confirm who owns each next step and follow up through completion.
• Maintain team scorecards, track activities and outcomes, and gather inputs for leadership reporting and forecasts. Flag stalled work, upcoming deadlines, and decisions that need attention.
• Create checklists and templates for recurring work, and coordinate logistics for advisor training, events, and special projects.
• Manage the Chief Planning and Growth Officer’s inbox and calendar. Triage messages, draft responses as appropriate, resolve scheduling conflicts, and coordinate occasional personal appointments and commitments.

Skills

Executive support

Operations coordination

Project administration

Strong organization

Writing

Judgment

Tools

Outlook

Excel

PowerPoint

Teams

CRM tools

Job description

Reports toChief Planning and Growth Officer

Annual base salary$65,000 to $95,000, depending on relevant experience

The Opportunity

COMMONWEALTH FINANCIAL GROUP

Executive Assistant & Operations Coordinator

LocationNeedham, MA|Flexible hybrid schedule

Reports toChief Planning and Growth Officer

Annual base salary$65,000 to $95,000, depending on relevant experience

The Opportunity

Work alongside Commonwealth Financial Group’s Chief Planning and Growth Officer and help turn the firm’s priorities into action. In the same week, you might prepare a leadership briefing, bring Wealth Strategy and Financial Planning together around an advisor opportunity, and keep an experienced advisor’s recruiting conversation moving. From day one, you’ll manage the executive’s inbox and calendar and help teams deliver on their commitments.

You’ll split your time between our Needham office and home, with flexibility around which days you’re in the office.

What You’ll Do

Team Coordination and Operations

• Coordinate meetings, materials, and handoffs across teams. Confirm who owns each next step and follow up through completion.
• Maintain team scorecards, track activities and outcomes, and gather inputs for leadership reporting and forecasts. Flag stalled work, upcoming deadlines, and decisions that need attention.
• Create checklists and templates for recurring work, and coordinate logistics for advisor training, events, and special projects.

Executive Support

• Manage the Chief Planning and Growth Officer’s inbox and calendar. Triage messages, draft responses as appropriate, resolve scheduling conflicts, and coordinate occasional personal appointments and commitments.
• Prepare agendas and briefing materials, capture decisions, and track follow-up. Handle sensitive information with discretion.

Experienced Advisor Recruiting

• Keep the recruiting pipeline current, including prospects, stages, meetings, deadlines, and next steps. Coordinate materials and follow-up, and work with internal teams on transitions and onboarding.

What You’ll Bring

• Experience in executive support, operations coordination, project administration, or a similar role. Financial services or professional services experience is helpful.
• Strong organization, writing, and judgment. You’re comfortable clarifying ownership, following up tactfully, and balancing shifting priorities.
• Proficiency with Outlook, Excel, PowerPoint, and Teams. Experience with CRM or workflow tools is helpful.

How We Work

At CFG, we work to Elevate Human Potential, Own the Outcome, Advance the Craft, Practice Courageous Candor, and Lead with Gratitude.