Executive Personal Assistant & Operations Coordinator

Commonwealth Financial Group; Bedford (NH); Hybrid; USD 55,000 - 60,000; Full time

Benefits offered by this job

Hybrid option

Benefits package

Competitive salary

Job summary

Commonwealth Financial Group in Bedford, NH is seeking a highly organized Personal Assistant / Operations Coordinator to provide comprehensive executive support to a Senior Partner and assist with both professional and personal tasks.

The role emphasizes calendar management, travel arrangements, and maintaining organized systems across Airtable and Salesforce, with discretion and proactive problem-solving in a fast-paced environment.

Qualifications

• 2+ years experience in personal assistance, office environment, or event coordination.

Responsibilities

• Manage executive and personal calendars, appointments, and scheduling.
• Coordinate meetings, time blocking, and daily priorities.
• Handle correspondence and administrative follow-up.
• Coordinate personal assistance needs for the Senior Partner and family support.
• Book and manage travel arrangements including flights, hotels, transportation, and itineraries.
• Process birthday cards, holiday cards and seasonal correspondence.
• Assist with special projects and initiatives as assigned.
• Maintain Airtable, Salesforce CRM, Todoist, and related organizational systems.
• Prepare meeting agendas, take minutes, and distribute follow-up action items.
• Coordinate and organize digital and physical filing systems.
• Project Management and coordination.
• Support ongoing operational oversight for various personal and business initiatives.

Skills

Calendar management

Travel coordination

Executive support

Discretion & confidentiality

Microsoft Office

Google Workspace

Airtable

Salesforce CRM

Tools

Airtable

Salesforce CRM

Job description

Commonwealth Financial Group in Bedford, NH is seeking a highly organized Personal Assistant / Operations Coordinator to provide comprehensive executive support to a Senior Partner and assist with both professional and personal tasks.

The role emphasizes calendar management, travel arrangements, and maintaining organized systems across Airtable and Salesforce, with discretion and proactive problem-solving in a fast-paced environment.