Wealth Management Admin Assistant – Client & Office Support

Modera Wealth Management; Boston (MA); On-site; USD 55,000 - 88,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

401(k) plan

Medical, Dental, Vision

Paid vacation

Professional growth

Salary range

Job summary

Modera Wealth Management in Boston, MA is seeking an Administrative Assistant to support the wealth advisors and clients while handling general office tasks. Onsite five days a week, you will manage calendars, coordinate communications, prepare documents, and maintain client confidentiality, contributing to a professional, client-first service environment.

You'll liaise with multiple teams to ensure smooth operations and support events, scheduling, and office logistics.

Qualifications

• High school diploma or GED required.
• Able to work onsite 5 days a week.
• Administrative or client service experience for a professional services organization preferred.
• Proficiency with Word, Excel, and Outlook.
• Excellent written and verbal communication skills.
• Highly professional team player, able to work well with all levels of the firm, as well as with clients.
• Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask.
• Personable, warm, engaging; Client first attitude; Supports a team environment.
• Strong sense of professionalism and discretion required.

Responsibilities

• Oversee conference room calendars.
• Screen & direct all inbound phone calls and take messages as needed; greet and accommodate guests.
• Provide real-time scheduling support by booking appointments and preventing calendar conflicts; oversee the calendar for the wealth management team.
• Scan, file, and document organization of all incoming documents including daily mail.
• Follow processes & procedures related to client data gathering and document creation, assisting the client service team.
• Manage all tasks pertaining to the office environment including tracking/ordering supplies, organizing company documents and maintaining office appearance.
• Administer and prepare all out-bound mailings.
• Complete and track completion of client related tasks in an accurate and timely manner ensuring properly updating system software with client and other relation information.
• Initiate workflow processes and ensure that checklists are generated and completed for meetings with prospects, clients and other professionals.
• Maintain polite and professional communication via phone, email, and mail.
• Assist with planning and coordination of client events.
• Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.
• Consistently maintain a high standard of customer service.
• Preserve client confidentiality.

Skills

Communication skills

Organized

Team player

Discretion

Education

High school diploma or GED

Tools

Word

Excel

Outlook

Job description

Modera Wealth Management in Boston, MA is seeking an Administrative Assistant to support the wealth advisors and clients while handling general office tasks. Onsite five days a week, you will manage calendars, coordinate communications, prepare documents, and maintain client confidentiality, contributing to a professional, client-first service environment.

You'll liaise with multiple teams to ensure smooth operations and support events, scheduling, and office logistics.