Secretary

Vertex National Partners; Boston (MA); Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

Vertex National Partners in Boston, MA is seeking a full-time Secretary to support executives and the office. You will manage calendars, handle calls and correspondence, prepare meeting materials, arrange travel, and maintain supplies in a fast-paced, collaborative environment.

The role emphasizes organization, proficiency in Microsoft Office, and strong communication. The salary range is $32,000 to $42,061 per year with a comprehensive benefits package. 1-2 years of admin experience preferred.

Qualifications

• High school diploma or equivalent.
• 1-2 years of experience in an administrative or secretarial role.
• Proficient in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Excellent organizational and time-management skills.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented and accurate.

Responsabilités

• Manage the office calendar and schedule appointments for executives.
• Handle incoming and outgoing calls, emails, and mail.
• Prepare and distribute meeting materials, including agendas, presentations, and minutes.
• Assist with travel arrangements for executives, including booking flights, hotels, and transportation.
• Maintain office supplies inventory and order replacements as needed.
• Support the executive team with administrative tasks, such as preparing expense reports and managing office budgets.
• Provide general administrative support to the firm.

Connaissances

Organizational skills

Time management

Strong communication

Interpersonal skills

Formation

High school diploma or equivalent

Outils

Microsoft Office Suite

Description du poste

Vertex National Partners, a financial advisory firm in Boston, MA, seeks a Secretary for a FULL_TIME position. The salary range is $32,000 - $42,061, and the application deadline is November 23, 2026.

As Secretary, you'll manage office operations, coordinate schedules, and handle client communications. You'll also assist with document preparation and maintain office supplies.

You'll work in a dynamic team environment at our Boston office, collaborating with financial advisors and support staff to provide comprehensive financial planning services to our clients. This involves working closely with financial advisors to develop and implement financial strategies, as well as supporting them with administrative tasks and client communications. You'll also work with support staff to ensure smooth operations and provide excellent customer service to our clients. The team environment is fast-paced and requires strong communication and collaboration skills to meet the needs of our clients and achieve our business goals.

The salary range for this position is between $32,000 and $42,061 per year. In addition to the base salary, employees are offered a comprehensive benefits package which includes health insurance, a retirement plan, and possibly other perks such as paid time off and professional development opportunities. These benefits are designed to support the overall well-being and career growth of the employees.

You should have strong organizational skills, proficiency in Microsoft Office, and excellent communication abilities. Experience in a financial or administrative role is preferred.

Duties:

• Manage the office calendar and schedule appointments for executives.
• Handle incoming and outgoing calls, emails, and mail.
• Prepare and distribute meeting materials, including agendas, presentations, and minutes.
• Assist with travel arrangements for executives, including booking flights, hotels, and transportation.
• Maintain office supplies inventory and order replacements as needed.
• Support the executive team with administrative tasks, such as preparing expense reports and managing office budgets.
• Provide general administrative support to the firm.

Requirements:

• High school diploma or equivalent.
• 1-2 years of experience in an administrative or secretarial role.
• Proficient in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Excellent organizational and time-management skills.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented and accurate.