Part-Time Client Experience & Office Coordinator

Cabot Wealth Management, Inc.; 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. 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.