Administrative Assistant

About the role

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. We are looking for an Administrative Assistant in Boston, MA to support the employees, advisors, and their clients, while also performing general administrative tasks as needed.

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

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

Benefits

• Competitive salary ($55,000 - $88,000)
• Performance-based bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life Insurance
• Paid vacation
• Opportunities for professional growth and continuing education