Office Administrator

Cabot Wealth Management; Beverly (MA); On-site; USD 34,000 - 41,000; Part time

Job summary

Cabot Wealth Management, Inc. in Beverly, MA is seeking a warm, organized professional to be the first point of contact for clients, prospects, and vendors. This part-time role supports the advisory team with day-to-day administrative and operational tasks and reports to a Senior Advisor.

Responsibilities include greeting visitors, answering calls, handling Schwab paperwork, and assisting with tax prep and filing. Opportunities to grow as the firm expands.

Qualifications

• Front desk and client-service experience preferred.
• Strong organizational and communication skills.

Responsibilities

• Greet and welcome clients, prospects, and vendors, and guide them to the appropriate meeting space.
• Answer all incoming calls and monitor the company voicemail.
• Prepare Schwab paperwork to be sent to clients.
• Prepare overnight envelopes for custodians, clients, and prospects.
• Assist with administrative tasks related to tax preparation and filing.
• Monitor and restock office supplies and support team mailings.
• Contribute to operational projects as needs arise.

Job description

Cabot Wealth Management, Inc. | Beverly, MA | Part-time - Monday-Thursday, 9am - 3pm |

Compensation - $25 - $30 per hour

About Cabot Wealth Management

Cabot Wealth Management, Inc. is a team-based environment where everyone wears multiple hats

to keep the firm running smoothly. We take pride in making clients feel welcome and well cared for

from the moment they walk in or call. As the firm grows, so will the opportunities for the right

person to take on more.

The Role

We’re looking for a warm, polished, and organized professional to be the first point of contact for

our clients, prospects, and vendors, and to support our advisory team with day-to-day

administrative and operational work. This position reports to one of the Senior Advisors.

Responsibilities

Front office and client experience

• Greet and welcome clients, prospects, and vendors, show them to the appropriate meetingspace, and offer coffee or tea
• Keep the office tidy and presentable after visitors leave, including clearing cups and wipingdown tables
• Answer all incoming calls and monitor the company voicemail
• Learn the administrative side of maintaining our phone system

Administrative and operations support

• Prepare Schwab paperwork to be sent to clients
• Prepare overnight envelopes for custodians, clients, and prospects
• Assist with administrative tasks related to tax preparation and filing
• Assist with team mailings and other tasks as needed
• Monitor and restock office supplies
• Contribute to operational projects as needs arise
• Scanning and Filing

Responsibilities may grow over time as the firm’s needs evolve