Executive administrative assistant jobs in Somerville, MA - 732 jobs

A mission-driven higher education institution is seeking an Executive Assistant to provide direct support to its President and Chief Operating Officer. This is a full-time role focused on supporting senior leadership through day-to-day administrative and office operations. The organization values collaboration, creativity, and purpose, and is committed to creating an inclusive and supportive educational environment. The Executive Assistant will play a key role in keeping leadership organized and operations running smoothly. Responsibilities include managing calendars and inboxes, coordinating meetings, preparing reports, and handling general administrative tasks. The ideal candidate brings strong attention to detail, sound judgment, and a confident, professional communication style. Responsibilities: Manage complex calendars and inboxes for the President and COO Coordinate meetings, schedules, and logistics Prepare reports, documents, and internal materials Support office operations and administrative processes Serve as a professional point of contact for internal and external stakeholders Qualifications: Prior experience supporting executives or senior leadership Strong organizational and time-management skills High attention to detail and accuracy Confident, professional communication style Ability to handle feedback and shifting priorities Work Environment & Benefits: Hybrid schedule: in-office Tuesday-Thursday (9:00-5:00), remote Mondays and Fridays On-site parking available; easily accessible by public transportation Benefits include medical, dental, vision, 401(k) with 5% match after one year

Title: Senior Executive Assistant Office Policy: Hybrid Schedule Salary: $110-120K + bonus The Senior Executive Assistant will play a critical role in ensuring the smooth operation of our executive office. This position requires a proactive, organized, and detail-oriented individual with exceptional communication skills and the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities: Provide executive-level administrative support to C-suite executives, including calendar management, travel arrangements, and meeting coordination. Prepare and edit correspondence, reports, presentations, and other documents as needed. Serve as a liaison between executives and internal/external stakeholders, ensuring effective communication and collaboration. Organize and prioritize incoming requests and inquiries, exercising discretion and confidentiality at all times. Coordinate logistics for meetings, conferences, and special events, including venue selection, catering, and materials preparation. Conduct research and compile data to support executive decision-making. Manage special projects and initiatives as assigned, ensuring timely completion and alignment with company goals. Maintain an organized filing system and ensure that all documentation is accurate and up to date. Qualifications: Bachelor's degree in Business Administration, Communications, or a related field. Minimum of 7+ years of experience supporting C-level executives in a fast-paced corporate environment. Proven ability to manage multiple tasks and projects simultaneously while maintaining attention to detail. Exceptional organizational and time management skills. Strong written and verbal communication skills, with the ability to interact professionally with stakeholders at all levels. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software. Ability to maintain confidentiality and exercise discretion in all aspects of the role. Positive attitude, flexibility, and a willingness to learn and adapt in a dynamic work environment.

We are partnering with A VC firm in Boston seeking a high-level, proactive Executive Assistant to provide comprehensive support to a Managing Partner. In the fast-paced world of venture capital, you will serve as the "right hand," ensuring the Partner's time is optimized for deal sourcing, board meetings, and investor relations. This isn't just about scheduling; it's about understanding the rhythm of the life sciences ecosystem. You will be the primary gatekeeper and liaison between the Partner and a network of world-class scientists, entrepreneurs, and limited partners. Key Responsibilities Strategic Calendar & Workflow Management Precision Scheduling: Manage a complex, ever-changing calendar across multiple time zones, prioritizing high-impact meetings (e.g., Investment Committees, LP meetings, and Portfolio Company Board meetings). Travel Coordination: Orchestrate end-to-end domestic and international travel, including logistics for global healthcare conferences (like J.P. Morgan Healthcare Conference) and site visits to labs or clinics. Meeting Preparation: Ensure the Partner is briefed and prepared for all engagements, coordinating with the investment team to gather pitch decks, due diligence memos, and technical reports. Gatekeeping: Professionally manage incoming inquiries from founders, co-investors, and academic institutions, exercising sound judgment on urgency and relevance. Correspondence: Draft and proofread high-stakes communications, ranging from LP updates to sensitive deal-related emails. Event Planning: Assist in organizing boutique events, such as founder dinners or scientific advisory board meetings. Expense Management: Handle complex expense reporting and reimbursement, ensuring compliance with firm policies. Confidentiality: Maintain the highest level of discretion regarding non-public information Qualifications Experience: 5+ years of experience as an EA, ideally supporting C-suite executives or Partners in Venture Capital, Private Equity, or a Life Sciences/Biotech corporate environment. Domain Knowledge: Familiarity with healthcare/biotech terminology and the "deal lifecycle" is a significant advantage. Technical Savvy: Expert proficiency in Google Workspace/Microsoft 365 and CRM tools. Soft Skills Anticipatory Thinking: You solve problems before the Partner even realizes they exist. Poise: You remain calm and effective under the pressure of tight deadlines and "fire drills." Communication: Exceptional verbal and written skills with a high degree of emotional intelligence. We are an Equal Opportunity Employer and consider qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran status, sexual orientation, or any other protected factor.

Dr. Novikov Wellness and Skin Care, located in Northborough, MA, offers top-quality dermatologic and medical care. Our practice prioritizes a patient-centered approach and fosters partnerships to extend care to nursing homes and rehabilitation facilities. We believe in a self-managing team where each person brings unique talents, contributing to a proactive and growth-oriented workplace. Why Work with Us? At Dr. Novikov Wellness and Skin Care, we don't just hire-we cast our team members. We're looking for an Executive Assistant who aligns with our entrepreneurial spirit and values self-management, responsibility, and growth. Our priorities include: 1. Clear Communication: This role requires coordinating information within and outside the team, ensuring clarity in every interaction. 2. Proactivity and Initiative: We value self-starters who actively seek solutions, manage priorities, and contribute to our mission of patient care. They come with “batteries included,” not needing constant energy boosts from their supervisor. 3. Commitment to Growth: This role offers significant opportunities for personal and professional development, ideal for candidates who can commit to at least two years, preferably five, to allow for deep contribution and advancement. 4. Entrepreneurial Attitude: We seek someone who is results-oriented and capable of managing tasks and people effectively to optimize team productivity and morale. Role Overview As our Executive Assistant, you will play a pivotal role in supporting daily operations and fostering an environment where the team can thrive. Key responsibilities include: • Communication Management: Maintain professionalism in internal and external communications, effectively coordinating schedules and meetings. • Team and Task Management: Handle administrative workflows with precision, supporting office-wide initiatives and occasionally leading projects to streamline processes. Qualifications We seek a candidate with experience who sees this role as a dynamic, long-term opportunity, with potential to grow into a Practice Manager or Chief Operating Officer position in the future: • Proven Track Record: At least two years of experience in an administrative role, ideally with management responsibilities. • Attention to Detail and Adaptability: Outstanding organizational skills and the ability to efficiently manage complex tasks. • Excellent Interpersonal Skills: Capable of fostering trust, providing clear feedback, and building strong team relationships. If you are a dedicated, proactive professional ready to grow in a role that values your strengths and supports your professional goals, join us at Dr. Novikov Wellness and Skin Care. Here, your contributions matter, and you'll work in a collaborative, success-oriented environment. On-Target Earnings: $100K Annually (Annual Base $52K + Commission). Commission depends on performance and not guaranteed.

Here at OOFOS, we live to make people feel good. We are the leading brand in a category we pioneered over 14 years ago that is vastly growing - recovery footwear. We did this by launching a proprietary foam technology that is scientifically proven to make people feel good in our footwear. This technology is OOfoam™. The Executive Assistant provides high-level administrative, operational, and project support to the executive C-Suite leadership team. This role requires a team-oriented professional who thrives in a fast-paced, growth-minded environment. The EA will also manage and execute internal events that bring our culture to life, from leadership offsites and team retreats to company-wide engagement experiences. This experienced EA is proactive, resourceful, highly organized, tech-savvy, and grounded in strong communication skills, with a passion for supporting a high-performing, people-centered organization. This is a hybrid role requiring four days per week in the office to provide in-person support to our executive team. Key Responsibilities Executive Support for the C-Suite Manage complex calendars, priorities, travel, and logistics for the C-Suite leaders with clarity, accuracy, and foresight. Prepare materials for meetings, including presentations, agendas, briefing documents, and follow-up summaries. Maintain confidentiality and handle sensitive information with intention and professionalism. Serve as a trusted representative of the leadership team, ensuring smooth communication across the organization. Evaluate and manage Co-CEO's incoming calls and requests, using strong business acumen and sound executive judgment to act as an effective gatekeeper. Proactively adopt AI technologies to optimize workflows and enhance the effectiveness of executive operations. Event & Culture Experience Management Lead planning and execution of People & Culture and company-wide events, including OOFOS all-employee meetings (quarterly and annual), sales meetings, team offsites, leadership retreats, onboarding events, and seasonal culture initiatives. Manage end-to-end event logistics-venues, vendor relationships, contracts, budget, travel, communications, branded materials, and on-site coordination and AV/tech. Partner closely with HR, Operations, Marketing, and Communications to ensure events reflect OOFOS' values and brand. C-Suite Project Support Partner with C-Suite leaders on cross-functional projects that support strategic priorities, business alignment, and organizational effectiveness. Coordinate timelines, communications, follow-ups, and project documentation to ensure alignment and clarity across leadership teams. Support preparation for strategic planning sessions, quarterly reviews, board updates, and special initiatives by gathering materials, synthesizing information, and organizing key deliverables. Serve as a central point of coordination across departments, ensuring leaders remain informed, connected, and equipped to move initiatives forward. Requirements Bachelor's degree in business, communications, or related fields. 5 - 8 years of Executive Assistant or senior administrative experience supporting C-level leaders in a growth-oriented environment. Experience supporting strategic planning, quarterly reviews, board materials, and executive initiatives. Minimum of 5 years of hands-on experience planning and executing high-visibility internal and external events on varying scale-including all-employee meetings, leadership offsites, board meetings, sales meetings, seasonal events, etc. Experience managing vendor relationships, contracts, budget, hotel/venue partnerships, and event technology and testing equipment. Strong communication, relationship-building, and interpersonal skills. High degree of discretion, judgment, and professionalism, especially when handling confidential information. Advanced proficiency in Office 365 and collaboration platforms such as Teams, Zoom, Concur, or similar tools, and strong technical confidence and comfort navigating, troubleshooting, and supporting executive technology needs in real time. Demonstrated experience using and leveraging AI tools to enhance efficiency, streamline workflows, and support executive operations. Ability to remain calm and solutions focused in a fast-changing environment. A proactive, “no job too big or small” mindset that aligns with OOFOS' collaborative culture. Four (4) days per week in the office to provide in-person support to our executive team. Leadership/Cultural Requirements People-First Mindset: Cultural fit - matches up with the OOFOS OOsoul. Approaches work with empathy, connection, and focus on supporting others. Proactive Problem Solver: Anticipates needs, identifies solutions, and stays two steps ahead. Organizational Excellence: Brings structure and clarity to complex, dynamic environments. Highly motivated, organized individual with the ability to prioritize multiple projects and deadlines. Culture Champion: Passionate about delivering thoughtful, engaging experiences. Agile & Resourceful: Comfortable navigating change, ambiguity, and rapid growth. A “team first” attitude, collaborative mindset and openness to feedback is a must. Job Type: Full Time - Exempt, Hybrid based in Braintree, MA OOFOS is an Equal Opportunity Employer. We recruit, hire, train and promote without discrimination due to age, race, color, religion, sex, sexual orientation, national origin, citizenship, disability, military leave or veteran status, genetic information, or any other status protected by applicable federal, state or local law.

Senior Administrative Assistant - Investment Team Support Schedule: Full-Time | Hybrid (2-3 days remote after onboarding) Boston investment management firm is seeking a seasoned Senior Administrative Assistant to join its team. This role provides comprehensive administrative and operational support to multiple investment teams in a fast-paced, collaborative environment. Key Responsibilities Deliver high-quality administrative and client service support to multiple investment teams Collaborate closely with administrative teammates to ensure continuity, coverage, and timely execution of work Manage and monitor multiple shared inboxes, shifting priorities as volume and coverage needs require Screen and route communications, including phone calls and meeting requests Coordinate complex calendar scheduling, meetings, conference calls, and industry events Arrange and manage domestic and international travel, including post-trip expense processing Maintain and update internal databases, contact lists, and filing systems Qualifications Bachelor's degree or equivalent experience 4+ years of experience in a high-volume administrative or executive support role

Wayne J. Griffin Electric, Inc. is a leading electrical contractor with over 1500 employees across New England and the Southeast. We believe that talented and dedicated people make us strong. With over 45 years in the industry our culture is collaborative, team-oriented and results focused. We are searching for a proactive and organized Executive Assistant with strong attention to detail to support the Company's marketing and engagement efforts. Responsibilities Include: Assist in preparing communications for distribution Assist with multiple project activities Monitor and track progress through execution Communicate project updates and escalate relevant timing issues Assist to coordinate company events and community service initiatives Ensure compliance with internal brand and business standards Assist in managing company store and branded inventory Provide general administrative support and assist with additional tasks as needed Must Haves: Prior experience with event coordination Ability to manage multiple concurrent projects Excellent communication and writing skills Strong computer and organizational skills We offer a comprehensive and highly competitive benefits package that includes health, dental, life, and long‑term disability insurance, in addition to a generous retirement plan, wellness programs, paid time off, and annual tuition reimbursement of $2,000. At our organization, continuous professional development is a core value, and ongoing education is both supported and encouraged at every level. Advance your career with an organization that invests in you! To learn more about the company, visit our website: ***************************** Be a part of our team! Please send resume with salary requirements to:************************** An Equal Opportunity Employer

Executive Admin Assistant 100% onsite 12mth initial contract, goal to convert end of 2026 We are seeking a highly organized and proactive Executive Administrative Assistant to support our clients CEO and Leadership Team. The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to manage multiple tasks efficiently. This role requires a professional who can handle sensitive information with discretion and provide seamless support to our executives. Key Responsibilities: Managing the travel coordination and expenses for the CEO. Provide comprehensive administrative support to the CEO, including managing calendars, scheduling meetings, and coordinating travel arrangements. Serve as a liaison between the CEO and internal/external stakeholders, ensuring clear and effective communication. Prepare and edit correspondence, reports, and presentations. Assist in organizing and coordinating events, meetings, and conferences. Conduct research and compile data to support decision-making processes. Manage and prioritize incoming communications, including emails and phone calls. Maintain and organize files, records, and documentation. Qualifications: Bachelor's degree in business administration, Communications, or a related field preferred. Proven experience as an executive assistant or in a similar administrative role. Excellent written and verbal communication skills. Strong organizational and time-management skills. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software. Ability to work independently and as part of a team. High level of professionalism and discretion. Strong problem-solving skills and attention to detail.

We are seeking a reliable and detail-oriented Executive Assistant to provide administrative and organizational support on a 3-month hourly contract. This role is well-suited for candidates with early-career experience who are comfortable managing day-to-day administrative tasks, supporting leadership, and maintaining accuracy in a fast-paced professional environment. Key Responsibilities Provide administrative support to executives and/or department leadership. Manage calendars, schedule meetings, and coordinate logistics as needed. Prepare, review, and organize documents, reports, and correspondence. Handle data entry, filing, and record maintenance with a high level of accuracy. Serve as a point of contact for internal teams and external stakeholders. Support general office operations and special projects as assigned. Required Qualifications Associate's or Bachelor's degree. 1-2 years of experience in an administrative or office support role. Strong organizational and time-management skills. Excellent written and verbal communication skills. Ability to multitask, prioritize work, and meet deadlines. Proficiency with standard office tools (email, calendars, document management). Preferred Qualifications Associate's or Bachelor's degree. Prior experience supporting executives or senior leadership. Location & Employment Type 3-Month Contract Hourly position Compensation & Benefits Pay Range: $17.00 - $19.00 per hour How to Apply / Next Steps Interested candidates should apply directly. Qualified applicants will be contacted to discuss the role and next steps in the hiring process.

Arthur Murray has transcended dancing since 1912. Through the years, dance has become popular not only through movies, but recently with TV show such as “Dancing with the Stars,” “So you think you can Dance,” and “America's got Talent.” Not to mention social media and Youtube. Today, our company continues to grow and modernize the art of dancing - From the Foxtrot and Waltz, Rock Swing & Hustle, the passionate Tango, and to the recent trend of Latin dances such as salsa, bachata, and merengue. The Arthur Murray Dance Studio of Cambridge is seeking charismatic individual to support the executives and studio in their day-to-day job responsibilities while demonstrating an ability to work independently and meet deadlines effectively. This is a unique role that combines back end studio operations along with "front of the house" new student management & sales, where you will help enroll new students in their foundation program and get them off to a great start in the studio. The role is two parts: New Student Associate: Front end sales to get new students enrolled on their foundation program Handle inquiry phone calls & correspondence to get new students scheduled New student information chats and enrollments to assist students development and involvement in the studio Manage team members with new student operations to ensure high quality experience Administrative Responsibilities include but are not limited to: Maintain studio schedule and accurate student records Accurate records of studio expenditures and operate within assigned budgets Communicate in timely and engaging manner with students through phone calls, email & text Create and update social media sites, advertisements, and weekly newsletters Communicate efficiently with students and clients including scheduling appointments. Oversee account receivables and maintain studio performance reports Deliver 5 star hospitality Qualifications: Written and verbal communication skills Sales skills Team Management & Organizational Ability Computer skills - MS Office, Google workplace, and Canva Potential Promotion to Office Manager role Job Type: Full Time Monday to Friday (1230pm-930pm). Occasional weekend events Pay Range: $40,000-$54,000 (depends on experience) Benefits: Employee discount Holiday/Sick Pay IRA contribution Supplemental pay types: Bonus pay Experience: Customer service: 1 year (Preferred) Work Location: One location

📍 Downtown Boston - Financial District We are a fast-growing AI language technology startup seeking a reliable and proactive Administrative Assistant to support our management team and keep our office running smoothly. This is a great opportunity for someone who is organized, resourceful, and enjoys working in a professional, dynamic environment with the flexibility of a part-time schedule. A proactive, creative, and high-energy approach will be especially valued. What You'll Do Provide office administration and executive support Manage scheduling, travel arrangements, and phone calls Assist with bookkeeping and basic accounting tasks Help coordinate events, meetings, and occasional candidate screenings Support annual tradeshows, marketing events, and special projects Any other tasks assigned to What We're Looking For Proven experience as an Admin/Executive/HR Assistant Proficiency in Microsoft Excel; tech-savvy Strong organizational, communication, and problem-solving skills Outgoing, professional, and independent, with good writing ability Second language preferred | Associate degree or higher What We Offer Modern office in Boston's Financial District Stable Monday to Thursday weekly schedule A meaningful role in a supportive, growing team

Job Title: Administrative Assistant Shift: 7:30 am - 5pm EPIC experience required Front desk and customer service experience required Administrative skills, including data entry, filing, scheduling, and record management Ability to handle multi-line phone systems; previous call center experience preferred Strong organizational skills with attention to detail Ability to multitask in a fast-paced environment

About Us We are seeking a detail-oriented Administrative Assistant to join our team at our pediatric outpatient clinic, the Kioko Center. The ideal candidate will provide support to ensure efficient operation of the office. Responsibilities Include: Opening the clinic Screen in staff and clients in the mornings and evenings Check voicemail messages and email Office Manager and/or therapist the messages Work directly with Office Manager Answer phone calls throughout the day Inform therapist and Office Manager of cancellations Help with tasks around the office as needed Create new clients in electronic system and maintain electronic files Ensure clinic is clean and disinfected Order supplies as needed through Office Manager Qualifications: Have an associate's degree Strong communication skills and phone etiquette Ability to multitask Strong organizational skills Reliable Transportation Experience: Experience working in an office setting Experience with excel, word, electronic data systems etc. A Background Criminal Investigation (BCI) by local or state police and Child Abuse Neglect Tracking System (CANTS) by DCYF are required of all potential employees.

Administrative Assistant Duration: 3 months (potential extension) Departments: Urgent Care, Adult primary care, Neurology, Urology, and many more. In This Role, You Will: Support department leadership with administrative tasks. Greet and assist patients/visitors; manage calls and inquiries. Schedule appointments, update medical records, and process co-pays. Coordinate with staff and manage physician calendars. Epic is highly desired. What You Bring: 2 years of administrative (healthcare preferred). Strong communication and multitasking skills. Professionalism and attention to detail. Proficiency in Microsoft Office and scheduling systems.

The Patient Administrative Assistant will ensure efficient operation of the healthcare facility and assist with direct patient services. Their duties and responsibilities include: Answer and direct phone calls in a polite and friendly manner Register new patients and update existing patient demographics by collecting patient detailed information Schedule and confirm patient appointments, follow-ups, and procedures Process patient billing and payments Organize and maintain patient waiting areas as well as office files and records Assist patients with forms and paperwork, explaining procedures, and answering questions Communicate with healthcare professionals and patients regarding appointments, cancellations, and rescheduling Ensure compliance with medical laws and regulations Order office supplies and maintain inventory Coordinate with insurance companies for claim management and patient insurance verification Maintain patient confidentiality, following HIPAA guidelines Qualifications A bachelor's degree is required 1-2 years of work experience as a Healthcare Administrative Assistant or similar role Knowledge of healthcare systems and medical terminologies Understanding of medical billing procedures Proficient in MS Office (MS Excel and MS Outlook, in particular) Strong organizational and multitasking skills Excellent communication and interpersonal abilities

Administrative Assistant Contract: 13 weeks Shift: 8hr Day shift Weekly hours: 40hrs (Mon to Fri) Pay: $18 to $20 per hour The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role. Requirements: EPIC experience required. Front desk, customer service, admin skillset experience required. Previous call center experience preferred. 2+ years of experience as an Administrative Assistant.

Administrative Assistant / Receptionist 📍 Lynnfield, MA (On-site) 🕒 Mon-Fri | 8:00 AM-5:00 PM 💰 $55,000-$60,000 + Benefits 📄 Full-Time We're partnering with a well-established CPA firm on the North Shore that's hiring an Administrative Assistant / Receptionist to support daily office operations and serve as the first point of contact for clients. What You'll Do Greet clients and manage front desk operations Answer phones, schedule appointments, and assist with documents Prepare correspondence and maintain files Support CPAs and tax staff during busy season What They're Looking For 3+ years of admin or receptionist experience Prior accounting firm experience a plus Strong communication and client-service skills Proficiency in Microsoft Word & Outlook Organized, detail-oriented, and professional

***This role starts as a 6 month contract and could convert FTE after*** Practice Assistants play an integral part in the operations of our community-based physician practices. Dedicated to administrative support, these Coordinators serve as the gatekeepers of our practices and ensure that teams are delivering the highest quality experience, exceeding our patients' expectations. Support responsibilities may include: · Provides Departmental support by performing receptionist and clerical duties · Scheduling patient appointments · Answering the telephone system promptly and gathering screening information; taking, relaying, and managing messages and/or providing routine information. Retrieving voicemail messages, returning calls, and forwarding messages as needed · Referral management and health insurance payor review. · Organizing and maintaining patient records, logs and other controlling systems; retrieving files as needed. Developing and maintaining systems to assure accurate, confidential, retrievable information · New patient coordination · Other special projects and administrative tasks that are assigned Qualifications Whether you are seeking to gain more experience in the healthcare industry or a proven healthcare professional seeking a new challenge, this role is the opportunity for you. We are looking for well-rounded professionals who can multi-task, prioritize, and thrive in a high-volume outpatient setting! When hiring, we look for candidates who possess not only the relevant skills and competencies, but also positive attitudes, empathy, and genuine passion for the work. · High School graduate or equivalent required · Associate's degree preferred · A minimum of two years of medical office experience preferred

Title: Administrative Assistant Schedule: Monday-Friday, 8:00 AM-4:30 PM Reports to: Three Financial Advisors Employment Type: Temp-to-Hire We are seeking a highly professional, detail-oriented Client Service Administrator to support a busy financial advisory office. This role is client-facing and service-driven, with significant interaction via phone, email, and in person. The ideal candidate is a strong administrator with excellent communication skills, advanced Excel capabilities, and the ability to manage multiple priorities in a fast-paced environment. Key Responsibilities Client Onboarding and Account Setup Prepare and process new account paperwork for brokerage, advisory, retirement, and insurance accounts Collect, verify, and maintain client identification and compliance documentation, including KYC and AML requirements Enter, update, and maintain accurate client data in CRM and portfolio management systems Coordinate with custodians to ensure timely account openings and online access setup Account Maintenance Process beneficiary changes, address and contact updates, and name changes Facilitate account transfers, including ACATs, IRA rollovers, and direct transfers Link and consolidate accounts for reporting and household views Initiate, track, and follow up on service requests with custodians Money Movement and Distributions Set up and process systematic contributions and withdrawals Execute ACH and wire transfer requests Process Required Minimum Distributions and other withdrawals, including appropriate tax withholding Investment Transactions (Under advisor instruction and within licensing requirements) Place and confirm trades, rebalances, and model changes Prepare trade confirmations and monitor execution status Insurance and Annuity Processing Submit and track applications for life, disability, long-term care, and annuity products Coordinate underwriting requirements with clients and insurance carriers Process policy changes, beneficiary updates, and policy deliveries Compliance and Recordkeeping Maintain complete and compliant client files, both digital and physical Log client communications in accordance with firm and regulatory standards Assist with delivery of required disclosures and compliance forms Support compliance initiatives by safeguarding confidential client information and adhering to data security and privacy policies Meeting Preparation and Follow-Up Prepare client review meeting materials, including performance and allocation reports Update financial planning software with current and accurate client data Send meeting confirmations, reminders, and post-meeting follow-up items Client Communication Serve as the primary point of contact for client service needs Respond promptly and professionally to account and service inquiries Provide clear updates on pending requests and required documentation Deliver exceptional customer service to build and maintain strong client relationships Additional Duties Answer phones and resolve client service issues within scope and capacity Support general administrative needs in a busy office environment Qualifications and Skills Strong administrative and organizational skills with a high level of professionalism Excellent verbal and written communication skills Advanced proficiency in Microsoft Excel, including reporting and pivot tables Comfort working directly with clients in person, over the phone, and via email Ability to manage multiple advisors and competing priorities Prior financial services or banking experience preferred but not required