Hybrid Executive Assistant & Practice Ops Coordinator

The Mom Project; Waltham (MA); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Professional development opportunities

Long-term growth potential

Job summary

The Mom Project is looking for a proactive Executive Assistant / Practice Operations Coordinator to support a senior financial advisor. This hybrid position involves managing scheduling, client communications, and marketing activities.

The ideal candidate will have strong organizational skills, at least 3 years of relevant experience, and proficiency in tools like Microsoft Outlook and Salesforce. This role offers significant growth opportunities within a successful financial services practice.

Qualifications

• 3+ years of experience in administrative or client service roles.
• Strong written and verbal communication skills.
• Ability to handle multiple tasks with high attention to detail.

Responsibilities

• Manage calendar and scheduling priorities for the advisor.
• Serve as first point of contact for clients and manage communications.
• Coordinate marketing initiatives and client follow-ups.

Skills

Organizational skills

Communication

Calendar management

Client service

Time management

Tools

Microsoft Outlook

Salesforce

Zoom

Calendly

Job description

The Mom Project is looking for a proactive Executive Assistant / Practice Operations Coordinator to support a senior financial advisor. This hybrid position involves managing scheduling, client communications, and marketing activities.

The ideal candidate will have strong organizational skills, at least 3 years of relevant experience, and proficiency in tools like Microsoft Outlook and Salesforce. This role offers significant growth opportunities within a successful financial services practice.