Strategic Exec Assistant & Growth Ops Lead

Commonwealth Financial Group; Needham (MA); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Commonwealth Financial Group in Needham, MA, is seeking an Executive Assistant & Operations Coordinator to support the Chief Planning and Growth Officer. The role is hybrid with a mix of office and remote days.

You will manage inboxes, calendars, and briefing materials, while coordinating team activities and recruiting efforts for advisors. Flexible scheduling and collaboration across teams are emphasized.

Qualifications

• Experience in executive support, operations coordination, or a similar role.
• Financial services or professional services experience is helpful.
• Strong organization, writing, and judgment.
• Proficiency with Outlook, Excel, PowerPoint, and Teams.
• Experience with CRM or workflow tools is helpful.

Responsibilities

• Coordinate meetings, materials, and handoffs across teams. Confirm who owns each next step and follow up through completion.
• Maintain team scorecards, track activities and outcomes, and gather inputs for leadership reporting and forecasts. Flag stalled work, upcoming deadlines, and decisions that need attention.
• Create checklists and templates for recurring work, and coordinate logistics for advisor training, events, and special projects.
• Manage the Chief Planning and Growth Officer’s inbox and calendar. Triage messages, draft responses as appropriate, resolve scheduling conflicts, and coordinate occasional personal appointments and commitments.

Skills

Executive support

Operations coordination

Project administration

Strong organization

Writing

Judgment

Tools

Outlook

Excel

PowerPoint

Teams

CRM tools

Job description

Commonwealth Financial Group in Needham, MA, is seeking an Executive Assistant & Operations Coordinator to support the Chief Planning and Growth Officer. The role is hybrid with a mix of office and remote days.

You will manage inboxes, calendars, and briefing materials, while coordinating team activities and recruiting efforts for advisors. Flexible scheduling and collaboration across teams are emphasized.