Executive Assistant/Client Services Associate

This temporary-to-permanent Executive Assistant / Client Service Associate opportunity is with a growing independent wealth management and financial planning practice in Downtown Boston. The position follows a hybrid schedule (Monday, Wednesday, and Friday onsite) with Monday-Friday hours from 9:00 AM to 5:00 PM. The position is paying $32.65/hour. The firm serves high-net-worth clients and offers a highly personalized, relationship-focused environment where employees can make a significant impact within a growing business.Job ResponsibilitiesManage a high-volume executive calendar and coordinate meetingsSchedule, confirm, and reschedule client appointmentsServe as a primary point of contact for client communicationsConduct phone and email outreach regarding appointments, documentation, and client follow-upPrepare meeting materials and complete post-meeting follow-up activitiesProcess financial services documentation, including account applications, transfers, and beneficiary changesTrack new business activity and pending transactionsMaintain client records, CRM databases, and document management systemsAssist clients with online account access, software navigation, and tax form requestsSupport office administration, correspondence, mailings, and shipmentsPerform financial planning data entry and administrative project workHelp improve internal processes and organizational systems as the practice expandsCandidate QualificationsPrior experience as an Executive Assistant, Senior Administrative Assistant, Client Service Associate, or in a related roleExperience supporting a financial advisor, wealth management firm, or professional services organization strongly preferredStrong client-facing communication and relationship-building skillsAbility to interact professionally with high-net-worth clienteleExcellent organizational skills and strong attention to detailProven ability to manage multiple priorities while maintaining accuracyExperience handling confidential and sensitive informationAbility to work independently and take ownership of responsibilitiesProficiency with Microsoft Outlook and CRM systemsQualified and interested candidates are encouraged to apply today for immediate consideration. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)