Personal Assistant to Senior Partner

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

Al Santosuosso, CFP®, Senior Partner with Commonwealth Financial Group, leads a successful and growing financial planning practice dedicated to helping clients achieve their financial goals through exceptional service and trusted advice. As the practice continues to expand, we are seeking a highly organized, proactive, and detail-oriented Personal Assistant / Operations Coordinator to provide comprehensive support across both professional and personal responsibilities.

This is a dynamic, high-impact role that works directly with a Senior Partner and serves as a key contributor to the smooth operation of the business and day-to-day priorities. The ideal candidate thrives in a fast-paced environment, anticipates needs before they arise, and enjoys creating order, efficiency, and outstanding outcomes.

This position will work in office in Bedford, NH.

Key Responsibilities

Personal Assistance

• 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

Administrative & Operational Management

• Maintain Airtable, Salesforce CRM, Todoist, and related organizational systems
• Manage database input, reporting, and ongoing maintenance
• Develop and maintain synchronized digital filing and document management 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 overall team administration and operational organization
• Maintain effectiveness of device applications, technology tools, and integrations
• Support technology integration projects and organizational process improvements
• Support ongoing operational oversight for various personal and business initiatives
• Monitor and maintain property budgets and payment tracking
• Track vehicles, assets, properties, and inventory through Airtable and related systems
• Assist with property management coordination and oversight
• Coordinate and manage relationships with vendors, cleaners, maintenance professionals, and other service providers.

Qualifications

• 2+ years of experience in personal assistance, office environment, or event coordination
• Exceptional organizational and multitasking abilities
• Strong written and verbal communication skills
• Extreme Confidentiality is a must
• High level of professionalism and discretion handling confidential information
• Proficiency in Microsoft Office, Google Workspace, Airtable, Salesforce CRM, and digital collaboration tools
• Ability to anticipate needs and work independently with minimal supervision
• Strong attention to detail and follow-through
• Flexible schedule and willingness to support occasional after-hours or travel-related needs

Preferred Attributes

• Resourceful problem solver with a “can-do” attitude
• Calm under pressure and adaptable to changing priorities
• Service-minded with excellent interpersonal skills
• Comfortable managing both business and personal support responsibilities
• Capable of travel
• Experience supporting executives, entrepreneurs, family offices, or small leadership teams preferred

Position Type

• Full-Time
• In-Person Preferred (with flexibility for Hybrid)
• $55,000-60,000 annual salary, plus incentives and benefits. Based on experience.

Please note, this role will work for Al Santosuosso directly and is not an employee of Commonwealth Financial Group.

Al Santosuosso is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.