Logo of Huzzle

Home

Matches

Explore

Manage

Administrative Assistant

image

Brighton Jones

3mo ago

  • Job
    Full-time
    Junior & Mid Level
  • People, HR & Administration
    Accounting & Tax
  • Boston
  • Quick Apply

AI generated summary

  • You need 1-3 years in admin (financial services preferred), an undergrad degree (business related), MS Office proficiency, and a self-motivated, client-focused attitude.
  • You will manage office operations, support the advisory team, maintain client data, assist with events and communications, and provide administrative support, including scheduling and document preparation.

Requirements

  • 1 - 3 years of experience in an administrative role, experience in the financial services industry is preferred.
  • Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
  • Self-motivated and takes pride in providing exceptional support to clients and the team
  • Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
  • Expected to learn other position-related systems on the job
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

Responsibilities

  • Oversee daily office operations, including managing reception duties, greeting clients, and coordinating conference room schedules.
  • Maintain a clean, organized work environment and manage office supplies, mail distribution, and deliveries.
  • Assist with event coordination and support new hire setups.
  • Provide administrative support to the advisory team by working closely with CAO to assist client onboarding, documentation, and ongoing client maintenance tasks.
  • Maintain accurate client and prospective client data in the CRM (Salesforce) and ensure records are up to date.
  • Assist with post-meeting follow-up tasks, including preparing necessary documents and coordinating next steps.
  • Handle basic financial requests such as capital calls, distributions, and asset transfers.
  • Assist with client-related projects, including special touchpoints like anniversaries, thank-you notes, and gifts.
  • Support quality control efforts by reviewing client paperwork and documentation to mitigate errors.
  • Provide versatile administrative support to senior team members, including managing calendars, scheduling meetings, and coordinating travel arrangements.
  • Prepare materials for meetings, take detailed notes, and ensure follow-up on action items.
  • Assist with internal communications and manage incoming/outgoing correspondence on behalf of senior leaders.
  • Track and communicate key metrics and follow up on team requests to ensure timely completion.

FAQs

What is the primary purpose of this Administrative Assistant position?

The primary purpose of this position is to provide administrative support to the advisory team, assist in office coordination, and enhance client service support while contributing to a positive workplace culture.

Is this position intended as a pathway to becoming a financial Advisor?

No, this position follows an administrative career path and is not intended as a pathway to become an Advisor.

What are the main responsibilities of the Office Coordination role?

The main responsibilities of the Office Coordination role include overseeing daily office operations, managing reception duties, maintaining a clean work environment, managing office supplies, and assisting with event coordination and new hire setups.

What experience is preferred for this position?

1-3 years of experience in an administrative role is preferred, with experience in the financial services industry being an added advantage.

What type of educational background is desired for applicants?

An undergraduate degree is desired, preferably in Business, Economics, Finance, or Accounting.

What software proficiency is required for this role?

Proficiency in Microsoft Office Suite products (Word, Excel, Windows) is required, and experience with Salesforce is a plus.

Will I be working in the office or remotely?

This role is an in-office, full-time, and exempt position, emphasizing a work-from-office culture with some flexibility.

What are some examples of client service support tasks?

Examples of client service support tasks include assisting with client onboarding, maintaining client data in the CRM, preparing documents for follow-up tasks, and handling basic financial requests.

How does the company support diversity and inclusion?

The company is committed to building a team comprised of diverse backgrounds, ideas, and experiences while fostering a compassionate and inclusive culture where all members feel safe and empowered.

What can candidates expect during the hiring process?

Candidates can expect a structured hiring process that includes completing a Values in Action Self-Assessment, multiple interviews, a potential writing sample or assessment, and personal reference calls.

image

Brighton Jones

We are a team that helps our clients, colleagues, and the global community live richer lives.

Finance
Industry
201-500
Employees
199
Founded Year

Mission & Purpose

Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about. For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.