Office assistant jobs in Weymouth Town, MA - 1,638 jobs

We are looking for an accomplished office coordinator with a positive attitude, strong work ethic, and polished presence for our Woburn headquarters. This role provides significant opportunities for professional development and upward mobility, including the potential to assume supervisory responsibilities. Primary responsibilities: Commercial lease processing Database entry and maintenance Report production Executive team support Various high-level administrative functions The preferred candidate will possess: Experience supervising staff Capacity to solve problems independently and work with minimal supervision Thorough knowledge of common office administrative practices, procedures, systems, and equipment, and the ability to troubleshoot and liaise with IT personnel Experience with Constant Contact preferred, but not required Required qualifications: Minimum of 5 years' experience supporting senior management Exceptional organizational skills and attention to detail Ability to prioritize and manage multiple assignments in a busy office environment Ability to exercise discretion and maintain confidentiality Advanced computer skills, including demonstrated proficiency in Microsoft Office, and the ability to quickly learn new platforms About Cummings: Cummings Properties has a long history of giving back to the community. The large majority of its buildings are owned by Cummings Foundation, its philanthropic affiliate, with all rental profits benefiting greater Boston nonprofits. Learn more at *********************************** In addition to unlimited career advancement and growth potential, we offer a comprehensive compensation and benefits package that includes: Medical, dental, vision, life, and disability insurance Cummings Properties Employee Trust (equity compensation) Competitive compensation and opportunities for bonuses Paid holiday, vacation, sick, and personal time 401(k) retirement savings plan with generous Company match Tuition Reimbursement Charitable gift match up to $2,000 annually, plus the opportunity to direct an additional $2,000 in Company funds each year to a local nonprofit of your choice Pay range is $32-$35 per hour NOTE: Candidates must be able to work on site. This is not a remote or hybrid position. Interested applicants are encouraged to send a cover letter, resume, and compensation expectations to *******************. Cummings Properties is an Equal Opportunity Employer. In the interest of the safety and health of our employees and clients, we maintain a ZERO TOLERANCE policy in regards to prohibited drug use and alcohol or marijuana abuse. More information about the Cummings organization is available at **************** and ***************************

Job Title: Administration - Admin Services Coordinator Duration: 3 Months- Additional support, Possible for extension Shift: M-F 8am - 5pm As an Administrative Services Coordinator, you will provide administrative support to a department or manager. You'll answer, screen and forward telephone calls, greet customers and resolve customer complaints. Day-to-Day Responsibilities: Calendar Management - Schedule and coordinate meetings, appointments, and events. - Maintain accurate and up-to-date executive and team calendars. Expense Reporting - Prepare, review, and submit expense reports. - Track reimbursements and ensure compliance with company policies. Ordering & File Organization - Manage office supply orders and maintain inventory. - Organize and maintain filing systems (digital and physical). - Ensure documents are properly archived and easily accessible. General Administrative Support - Support ad hoc administrative tasks as needed. Software skills: - Basic computer functions - Knowledgeable in Microsoft (Word, Excel, PPT) - Outlook, email management Years of Experience: at least 2 years of relevant experience Education: Bachelor's degree preferred, but not required. Equivalent professional experience will be considered

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

We are partnering with an elite firm to identify a distinguished Administrative Assistant to provide cornerstone support to their senior leadership team. This position is crafted for a seasoned administrative professional who excels at being the operational anchor of a high-energy office and a trusted strategist for busy executives. The successful candidate will be a forward-thinking problem solver who maintains composure in high-pressure situations, pivots seamlessly as priorities change, and manages confidential matters with total integrity. Company Highlights: Strategic Executive Team: Work alongside tenured leaders dedicated to long-term organizational success. Agile Work Environment: A vibrant office setting that empowers staff with autonomy and varied responsibilities. Key Operational Influence: A high-visibility role positioned at the center of the firm's daily triumphs. Competitive Compensation: $50,000-$55,000 per year. Responsibilities of the Administrative Assistant: Provide high-level administrative partnership and strategic coordination for the executive office. Serve as the primary manager for intricate calendars, meeting requests, and multi-leg travel itineraries. Draft sophisticated business communications and prepare polished presentations and executive summaries. Track project progress, document key meeting outcomes, and oversee the completion of action items. Manage the workflow of digital contracts and approvals using modern electronic signature platforms. Act as the professional liaison for high-level guests, stakeholders, and external partners. Ensure optimal office functionality by overseeing facilities, inventory, and vendor partnerships. Lead the planning and execution of corporate functions, staff retreats, and executive sessions. Administer financial support tasks, including the reconciliation of expenses and reimbursement processing. Assist with targeted market research and various special projects to support firm growth. Handle occasional local logistical needs and errands to facilitate an uninterrupted executive workflow. Qualifications of the Administrative Assistant: Experience: 5+ years of dedicated professional history as an Executive Assistant or in a senior support role. Environment: Proven ability to navigate rapidly evolving, high-stakes professional landscapes. Skill Set: Outstanding organizational aptitude with the capacity to balance competing deadlines with ease. Character: A track record of absolute confidentiality, professional maturity, and sharp intuition. Logistics: Must possess a current driver's license and a reliable vehicle for local errands. Education: An Associate's or Bachelor's degree is preferred, though not mandatory. Submit your resume today for immediate consideration! Want to explore more exciting job opportunities? Click here Please Note: City Personnel offers extended interview hours from 7 am-7 pm upon request Join a Top Workplace in Rhode Island! Recognized as one of The Providence Journal's Top Workplaces, City Personnel, Inc. is your trusted local recruitment partner based in Providence, RI. For 20 years, we've been connecting top talent with leading companies right here in Rhode Island and Southern Massachusetts. At City Personnel, we don't just match talent with opportunity. We invest in your growth and well-being. When you work with us, you'll enjoy: Dedicated Career Coaching to help you with resumes, interviews, and career planning. Referral Program that rewards you for helping others find great opportunities. Temp Employee Benefits: Paid Sick, Holiday Pay, Health Insurance, Weekly Pay City Personnel isn't just a staffing agency. It's a team that values you, celebrates your wins, and helps you succeed every step of the way. Ready to take the next step in your career? Apply today and experience why we've been voted a Top Workplace in Rhode Island! Contact us today at (401) 331-2311 to find your perfect job match!

📍 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

Receptionist Role Burlington, MA Part-Time Contract Role - 30 Hours Per Week - Day Time Hours $27/hour Scope of Services Provide on-site coordination and monitoring services to support a GMP-regulated life sciences facility by maintaining controlled access, ensuring personnel safety, and protecting facility, equipment, and operations. Core Responsibilities Control and monitor facility access in accordance with approved badge levels, access permissions, and after-hours requirements. Verify identity and authorization of employees, visitors, contractors, and vendors using government-issued identification and access credentials. Manage visitor registration, badging, and escort requirements using the approved visitor management system. Monitor surveillance, alarm, and access control systems and notify management team of security or safety events. Conduct routine interior and exterior walks and inspections to identify security risks, safety hazards, or abnormal conditions. Monitor cafeteria consumable inventory and monitor conference room booking, client and internal personnel. Party coordinator for holidays and special events. Monitor and distribute incoming and outgoing mail. Communicate effectively with facility management for visitors and emergency responders as required. Responsible for supporting the facility management team with client site visits, scheduling and catering needs. Assist with recruitment activities, including coordination of interviews and communication with new hires. Coordination for new employee onboarding i.e., safety training, badge issuance, GDP Quality Training, HR related topics. GMP & Compliance Expectations Adhere strictly to site procedures, and GMP requirements. Maintain accurate, legible, and traceable records to support audits and inspections. Immediately escalate conditions that could impact personnel safety, facility security, or regulated operations. Maintain professional conduct, appearance, and confidentiality at all times. Contractor Requirements Contractor personnel shall be trained on site-specific security and safety procedures prior to assignment. Contractor shall ensure proper shift coverage, handoff, and continuity of services. Contractor personnel must comply with all facility security, safety, and confidentiality requirements. All incidents or deviations shall be promptly reported and documented.

***On-site Monday through Friday, 9am-5pm in Framingham, MA*** Receptionist $20-$23/hr depending on experience 6-8-week contract to cover a medical leave Fully onsite 9-5 M-F (35 hours) + an unpaid hour for lunch JOB DESCRIPTION In this role you will serve as the initial point of contact for all visitors entering the facility. Ensuring their needs are identified and addressed appropriately, and directing to relevant internal departments in a timely and professional manner. PRIMARY RESPONSIBILITIES Act as the first point of contact for all individuals entering the facility; assess service needs and connect each person to the appropriate internal department. Provide high-quality customer service to clients seeking in-person assistance. Collect and route client paperwork for various programs, ensuring same-day delivery to the appropriate department. Assist clients in communicating emergency situations to the appropriate internal team immediately. De-escalate conflicts and respond calmly to challenging situations as they arise. Oversee reception and designated waiting areas to ensure visitors' needs are met efficiently. Provide clear direction and guidance to visitors regarding facility policies and protocols. Engage with all clients respectfully by identifying and responding to their needs, whether within or outside the immediate scope of the role. Interact with visitors using a professional, compassionate, and trauma-informed approach. Attend and participate in team meetings as requested; communicate effectively with internal staff across departments. Maintain strict confidentiality of client, employee, and organizational information in accordance with applicable federal and state laws, as well as funder requirements. Ensure compliance with all program, departmental, organizational, and funder policies and procedures. Perform other related duties as assigned. KNOWLEDGE AND SKILL REQUIREMENTS High School Diploma or equivalent required Working knowledge of Microsoft Word, Excel, and Windows One to three years of clerical or administrative experience Basic reading, writing, and arithmetic skills Demonstrated experience adhering to confidentiality requirements Strong customer service, interpersonal, and verbal communication skills Experience utilizing de-escalation techniques and trauma-informed practices Bilingual proficiency in Spanish and/or Portuguese preferred

Build the Backbone of a High-Growth Organization At City Wide Facility Solutions - Boston, we help commercial properties across Central and Eastern Massachusetts simplify facility management through a single point of accountability. As a leader in the managed services space, we connect clients with top-tier vendors and ensure seamless execution across janitorial, maintenance, and specialty services. We're looking for a detail-oriented, highly organized Administrative Coordinator who thrives behind the scenes-keeping processes tight, documentation accurate, and operations running smoothly. This role is critical to ensuring strong internal workflows, compliance, and exceptional service delivery. What You'll Do: Support Core Operational Processes Prepare Client NJS and supply quotes for the Operations team Issue NJS confirmations to Independent Contractors Assist with administrative coordination across multiple operational workflows Insurance & Compliance Management Ensure all active Independent Contractors have current Certificates of Insurance (COIs) on file Coordinate with City Wide's insurance agent to obtain accurate COIs for new clients Maintain and update all insurance documentation within the City Wide system New Client Onboarding & Starts Lead administrative aspects of new client onboarding, including welcome communications, CRM setup, and key inventory Support Vendor Sourcing & Compliance by scheduling Independent Contractor walkthroughs Prepare and issue Contracts for Services to Independent Contractors for new accounts Ongoing Client & Data Management Maintain accurate, up-to-date client and contractor data in the CRM Organize and manage operational documents within SharePoint Assist with updates to existing client agreements, scopes of service, and insurance as needed Why Join City Wide: Stable, full-time role with consistent hours Comprehensive benefits package: medical, dental, vision, life, FSA & HRA 401(k) with company match Generous paid time off, including holidays and volunteer time Exposure to multiple areas of business operations with room to grow Collaborative, fast-paced environment where your organization skills make a real impact What You Bring: Strong organizational skills with the ability to prioritize and manage multiple tasks Excellent attention to detail and commitment to accuracy Clear, professional written and verbal communication skills Ability to meet deadlines in a fast-moving environment Comfort working with CRMs, document management systems, and administrative workflows Professional demeanor and ability to work with a wide range of personalities Valid driver's license and willingness to visit client sites as needed If you enjoy process, precision, and keeping operations running efficiently, this is an opportunity to play a key role in a growing organization where your work directly supports client satisfaction and internal success. Join City Wide Facility Solutions - Boston and help power the operations behind our growth

* The Front Office Assistant serves as the first point of contact for patients and visitors and plays a key role in ensuring smooth daily operations of a small healthcare practice. This individual supports scheduling, registration, patient communication, insurance-related clerical processes, and general administrative functions while maintaining a welcoming and professional front desk environment. The ideal candidate is organized, detail-oriented, discreet, and comfortable balancing customer service responsibilities with administrative accuracy. Key Responsibilities Welcome patients and visitors, provide clear directions, and ensure a positive first impression of the practice. Verify and update patient information in the clinic's practice management system. Maintain a calm, respectful, and professional demeanor in all patient interactions. Uphold patient dignity and confidentiality at all times in compliance with HIPAA standards. Coordinate appointment scheduling, confirmations, cancellations, and rescheduling according to clinic procedures. Enter and maintain accurate patient registration and demographic information. Conduct reminder outreach prior to scheduled appointments and assist with follow-up scheduling as needed. Respond to patient needs promptly while ensuring appointment workflows remain accurate and efficient. Answer incoming calls, screen inquiries, and route messages appropriately with attention to detail. Assist patients with general questions related to appointments, documentation, and next steps. Contact patients when services/items are ready for pickup, when applicable. Assist with insurance verification and documentation review to ensure accuracy against payer guidelines. Support billing-related clerical tasks including basic invoice preparation and insurance follow-up on outstanding balances. Respond to routine billing questions and escalate complex concerns to the appropriate team member. Collect copayments and other fees following practice procedures. Post payments accurately, support daily reconciliation, and assist with balancing the register. Prepare deposits, track petty cash activity, and support regular bank deposits as directed. Maintain patient charts and ensure forms are current, organized, and appropriately filed. Support the upkeep of front desk forms and administrative documents to ensure current versions are used consistently. Open, sort, and distribute incoming mail. Prepare shipments and process outgoing packages as needed. Order and maintain front office supplies, forms, and other essential materials required for daily operations. Assist with general administrative tasks and provide support to clinical staff as needed. Ensure the front office and reception area are clean, organized, and ready for the start of each day. Support routine maintenance tasks such as tidying the waiting area, restocking materials, and managing trash/recycling removal per office procedure. Assist with practice outreach and marketing initiatives, such as distributing materials or supporting community-facing tasks as assigned. Qualifications & Skills Bachelors degree preferred; additional coursework in healthcare administration or business is a plus. Prior experience in a medical or healthcare front office environment strongly is a plus. Must keep up to date with COVID vaccines and boosters and flu vaccines. Strong interpersonal communication skills with the ability to interact professionally with diverse patients. Excellent organizational ability and attention to detail, especially when handling scheduling and data entry. Comfortable working with practice management systems and basic office software. Ability to handle sensitive information with discretion and maintain strict confidentiality. Dependable, punctual, and able to manage multiple competing priorities in a fast-paced setting. *Quoted hourly range does not guarantee the final hourly offer. Offers will be determined by variables such as years of experience, education level, etc. by the client.** **This job posting is being posted on a clients behalf by an agency. For confidentiality reasons, this is not the original/exact job description. Specific details will be provided to candidates that are invited to interview with the client.**

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.

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

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.

We are seeking a friendly, professional Front Desk / Administrative Assistant to serve as the first point of contact for clients, visitors, and employees. This role supports daily office operations, provides administrative assistance, and helps create a welcoming, well-organized workplace. Qualifications Minimum 2 years of experience in receptionist role. Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and Concur. Strong organizational, communication, and time-management skills Professional, customer-focused demeanor with a positive attitude Ability to thrive in a fast-paced, collaborative environment

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

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.

Wayne J. Griffin Electric, Inc. is a leading electrical contractor with over 1500 employees across New England and the Southeast. We believe our strength comes from the talented, dedicated people who choose to be part of our team, and our commitment to supporting each employee's growth and well‑being. We are looking for a full-time Administrative Assistant who will work as part of a dynamic team that provides critical support to our Project Management efforts. This role has high visibility to top leadership and potential for growth within the organization. Responsibilities Include: Support the Project Management team in preparing, finalizing and submitting all written correspondence Navigate town websites to submit construction permits withing the New England Area Collaborate with Project Management and accounting teams to accurately complete proposal requests Maintaining and updating shared database and templates Assist with front desk support and other miscellaneous tasks to support internal departments. Must Haves: Exceptional written communication skills Strong attention to detail Proficiency in Microsoft Office applications and strong typing skills, experience in Adobe or Bluebeam a plus Ability to stay organized, multitask, and adapt to changing priorities in a fast-paced environment Excellent follow-up skills and attention to deadlines 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! With over 45 years in the industry our culture is collaborative, team-orientated and results focused. We strive to help our employees to grow and achieve their career desires, through training, education, and mentorship. Visit us at our website: ***************************** to learn more. Take the next step in your career and let us learn about you! Apply now: ************************** An Equal Opportunity Employer

***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

📌 Administrative Support 🌱 Entry-Level | Finance Industry Exposure 🏢 Onsite: 100% Onsite (5 days/week) 📅 Contract: 6 months 💰 Pay: $17/hour 👥 Openings: 4 This is an entry-level administrative role supporting document processing for a finance-related team. Ideal for candidates looking to gain hands-on experience in a professional office environment. 📂 Responsibilities Review and organize documents Verify basic information on paperwork (names, numbers, signatures, etc.) Assemble and prepare documents for mailing Scan documents using internal systems Assist with general administrative and documentation tasks ✅ Requirements High School Diploma required Some experience working with documents, paperwork, or administrative tasks Basic computer skills Attention to detail and willingness to learn Ability to work onsite full-time 🌟 Nice to Have (Not Required) Previous office, admin, or clerical experience Interest in gaining exposure to the finance industry

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