Administrative Assistant Client Service

Boston Wealth Management, LLC is a growing financial services firm looking to hire an individual eager to work in a fast-paced and friendly environment helping our clients achieve business and personal financial goals.

About the Role

The Client Service Associate will help facilitate office communication and activities on a day-to-day basis. This individual will assist office staff and Financial Advisors in supporting clients while complying with firm and regulatory expectations. This is an in-person position only.

Responsibilities

• Answer incoming calls in a professional manner
• Process client requests and follow up to ensure completion
• Schedule client calls and meetings
• Review and organize team schedules via RedTail calendar daily
• Process checks in a timely manner
• File documents
• Order office supplies
• Process incoming/outgoing mail
• Welcome clients at time of appointments, establish and build relationships
• Complete required paperwork to facilitate business
• Assist with various needs of office staff and Financial Advisors

Requirements

• Strong organizational skills, efficiency, and punctuality
• Comfortable in a demanding environment
• Ability to multitask
• Proficient in Microsoft Office (Word, Excel, PowerPoint)
• Experience using a CRM system (RedTail a plus)
• Familiar with a paperless office environment
• Three years of related work experience preferred
• A background in Property and Casualty Insurance a plus

Schedule

Monday - Friday

Anticipated hiring in early 2027 due to company business expansion.