Executive Assistant

About the role

We have ONE opening for an Executive Assistant that can be based in one of our many office locations: Boston, MA - Charlotte, NC - Wayne, PA - Westwood, NJ. 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. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses. Job Overview: We are looking for an Executive Assistant to with 5+ years of experience providing comprehensive support to multiple executives. This dynamic position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality.

Responsibilities

• Provide sophisticated calendar management: Prioritize inquiries and requests while troubleshooting scheduling conflicts, make judgements and recommendations to ensure smooth day-to-day engagements
• Act as a liaison and provide support to members of the Executive Committee: Serve as coordinator (including arranging and handling all logistics) for meetings and other executive events and meetings
• Complete a broad variety of administrative tasks: Maintaining contact lists, making travel arrangements, completing expense reports, assisting with special projects
• Work closely with all members of the Executive Committee to keep them informed of upcoming commitments and responsibilities, following up as appropriate
• Provide event management support as requested
• Cover tasks and responsibilities for other CSS/CSA when they are out of the office.
• Multi-task, organize and complete all other projects as assigned by multiple members of the executive committee

Qualifications

• Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – supportive and authentic with mutual respect for colleagues
• Bachelor's degree, preferred
• Significant executive support experience, 5+ years, including supporting multiple executives