Company Overview: New England Financial Group is where innovation in financial services meets tradition. We are a fast growing team specializing in financial planning and wealth management primarily for a select group of business owners and high-net-worth families.
Position Overview:
We are seeking a highly organized and adaptable Executive Assistant to provide comprehensive support to one of our partners. This role will involve a diverse range of responsibilities, including cross-training, client service, onboarding, and more. The ideal candidate will be proactive, detail-oriented, and capable of multitasking in a fast-paced environment.
Qualifications: • Bachelor's degree in Business Administration, Finance, or related field preferred. • Proven experience in an executive assistant role or similar position, preferably in the financial services industry. • Excellent communication skills, both verbal and written, with the ability to interact effectively with clients and colleagues at all levels. • Strong organizational skills and attention to detail, with the ability to prioritize tasks and manage time efficiently. • Proficiency in Microsoft Office Suite and CRM software. • Ability to maintain confidentiality and handle sensitive information with discretion.
Responsibilities:
Administrative Support: • Manage the partner's calendar, schedule appointments, and coordinate meetings. • Handle travel arrangements, including booking flights, accommodations, and transportation. • Prepare and distribute correspondence, reports, and presentations as needed. • Assist with expense tracking, reimbursements, and budget management.
Client Service: • Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally. • Coordinate client meetings, prepare meeting materials, and ensure a seamless client experience. • Maintain client records and update the CRM system with relevant information. • Assist in preparing client reviews and presentations.
Cross Training and Development: • Collaborate with team members to develop and implement cross-training programs to enhance skill sets and promote efficiency. • Participate in ongoing professional development opportunities to stay abreast of industry trends and best practices. • Act as a mentor to junior team members, providing guidance and support as needed.
Future Growth Opportunities:
This role offers ample opportunities for growth and advancement within the firm, including the potential for partnership. As you demonstrate proficiency in your duties and contribute to the success of the team, you will have the chance to take on increased responsibilities and leadership roles. We are committed to fostering a culture of continuous learning and development, and we will support you in reaching your full potential.
Benefits: • Competitive salary and performance-based bonuses. • Eligibility for health, dental, and vision insurance plans. • Eligibility for retirement savings plan with employer matching contributions. • Paid time off, including vacation days, holidays, and sick leave. • Opportunities for professional development and advancement within the firm.
How to Apply:
If you are interested in joining our team as an Executive Assistant, please submit your resume and a cover letter outlining your qualifications and why you would be a good fit for the role. We look forward to hearing from you!