Project assistant jobs in Westwood, MA - 1,101 jobs

Job Title: Administrative Assistant 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 Interview Process: 1 virtual and/or 1 onsite

The Project Specialist assists with creating project goals, monitoring progress, and scheduling meetings to provide logistical support throughout the entire project life-cycle. They ensure that a project is completed on schedule, within budget and meets the needs of the customer. The successful Project Specialist has excellent planning skills and professional communication skills. Essential Job Functions ASSISTS IN PROJECT PLANNING, EXECUTION AND DELIVERY by Collaborating with project team members regarding: Project schedules Project plans Project scope statements and work packages Formal communications Resource plans and cost estimates Risk and issues logs Status and exception reporting Maintenance of project folders and documentation FACILITATES PROJECT MEETING EFFICIENCIES by Coordinating and scheduling meetings Preparing agendas for meetings Documenting key decisions Publishing meeting minutes PROMOTES TEAMWORK by Collaborating with team members to develop project collateral Writing and disseminating work plans and project documents CONTRIBUTES TO THE FINANCIAL MANAGEMENT OF THE PROJECT by Managing components of the project under the direction of the project manager Drawing from a working knowledge of basic revenue models, profit-and-loss and cost-to-completion projections MULTI-TASKING Ensures many critical and often parallel activities are handled efficiently and effectively with appropriate prioritization and delegation as needed MAINTAINS SAFE AND HEALTHY WORK ENVIRONMENT by Following organization standards and legal regulations Job Required Knowledge, Skills and Abilities Communications - Effective interpersonal skills, writing skills, verbal skills, intercultural communications, and presentation skills Analytical - Synthesizes complex or diverse information; collects and researches data; uses intuition and experience to complement data; designs workflows and procedures Customer Centric Attitude - Conducts daily business with a strong sense of customer understanding and sensitivity to ensure the needs of the customer are accurately represented to other internal functions Teamwork - Balances team and individual responsibilities; welcomes feedback; contributes to positive team spirit; supports group commitments; puts success of the team above individual interests Customer Satisfaction - Manages difficult or emotional situations; responds promptly to needs; solicits feedback to improve project delivery; provides needed information; meets commitments Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics Adaptability - Adapts to changing work environments; manages competing demands; changes approach as needed; able to deal with frequent change, delays or unexpected events Initiative - Volunteers readily; undertakes self-development; seeks increased responsibilities; takes independent action and calculated risks; looks for and takes advantage of opportunities; asks for and offers help Judgment - Displays willingness to make decisions; uses sound and accurate judgment; supports reasoning for decisions; includes appropriate people in decision-making processes; makes timely decisions Planning/Organizing - Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans; experienced negotiator with strong conflict management skills Dependability - Follows instructions; responds to management direction; takes responsibility for actions; keeps commitments; commits to necessary hours of work to reach goals; completes tasks on time or communicates alternative plans Travel - Requires travel to customer and non-customer sites in North America and Europe ( Required Education and Experience Bachelor's degree from an accredited college or university in business management; equivalent combination of education, certifications and experience may be substituted 2 or more years' experience in a project-based work environment with experience in the planning, management and delivery of projects Must be proficient in MS Word, Excel, Project, PowerPoint, Outlook and JIRA

At GF Sprague, we believe great work starts with a great team. For over five decades, we've built a reputation across Massachusetts for quality craftsmanship, honest communication, and a customer-first approach. We specialize in roofing, siding, windows, and historic restoration, but more importantly, we specialize in taking care of people. Our culture is built on teamwork, continuous learning, and pride in the work we do every day! Position Overview: The Project Coordinator serves as the essential bridge between sales, operations, project managers, installation crews, and our customers. This role ensures smooth communication, accurate planning, and seamless execution throughout the entire project lifecycle. The ideal candidate is highly organized, proactive, and skilled at managing multiple moving parts while keeping both internal teams and customers informed. The Project Coordinator supports the success of each project by coordinating schedules, preparing documentation, tracking progress, and addressing questions or concerns with professionalism and clarity. This individual plays a critical role in maintaining workflow efficiency, supporting our field teams, and delivering an exceptional customer experience. Key Responsibilities: Coordinate communication between sales, operations, PMs, crews, and customers Schedule projects and confirm timelines with customers Prepare job files, permits, and materials before work begins Track project milestones and follow up with teams to ensure timelines stay on track Handle project changes, delays, and customer updates with professionalism Support PMs with documentation, photos, change orders, and customer communication Maintain accurate CRM and project management records Monitor post-installation follow-ups including punch lists and inspections Assist with warranty submissions and closeout documentation Required Skills & Experience: Strong organizational and multitasking abilities Excellent communication and customer service skills Ability to work collaboratively across departments Comfort with technology, CRM systems, and project tracking tools Problem-solving mindset; ability to stay calm under pressure Experience in construction, roofing, home improvement, or service industries (preferred but not required) Strong attention to detail and accuracy Personality Traits / Culture Fit: Team-oriented Reliable and consistent Comfortable juggling changing priorities Proactive and resourceful Customer-first mindset Positive attitude What Success Looks Like in This Role: Projects run smoothly with minimal communication gaps Customers feel informed and well cared for PMs and crews know where to be and what to do Files and documentation are accurate and up to date Challenges are solved quickly and communicated clearly Position Details & Compensation: Hours: Monday-Friday, 7am-3:30pm Starting pay range is $32-36/hour, varying based on experience

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

Must Have: Bachelor's degree in Business, Communications, Project Management, or related field Pharmaceutical or Med Device Experience 2-3 years of relevant experience in project coordination or administrative roles Ability to multitask, prioritize work, and perform under tight deadlines Organizational skills: adept at managing schedules, deadlines, documents, and logistical details Communication: strong verbal, written, and presentation abilities to engage with diverse stakeholders Technical proficiency: proficient in Microsoft Office (Word, Excel, Outlook), and familiarity with project management tools (e.g., MS Project, Smartsheet) Attention to detail: meticulous with project documentation, budgets, and risk tracking Problem-solving: proactive in identifying challenges and proposing solutions

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!

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

Core Medical Group is seeking a travel Skilled Nursing Facility (SNF) Physical Therapy Assistant for a travel job in Saugus, Massachusetts. Job Description & Requirements Specialty: Physical Therapy Assistant Discipline: Therapy Start Date: ASAP Duration: 13 weeks 40 hours per week Shift: 8 hours Employment Type: Travel Client in MA seeking Physical Therapy Assistant: LTC/SNF for the following shift(s): Days We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract/travel role. Contract/travel assignments are typically 13 weeks, with potential to extend. Help us continue our mission to connect people, improve lives, and give back to the community by joining the CoreMedical Group team. When you work with CoreMedical Group, we put you first and treat you like family, supporting you every step of the way. CoreMedical Group is one of the largest healthcare staffing agencies in the country, with travel and contract positions located across the United States. Our recruiters will help you find the perfect job, whether it's across the country or across the street. In addition to dedicated, personalized support from your recruiter, when you work with CoreMedical Group you'll receive: Access to an extensive benefits package, including day 1 health, dental, and vision insurance, employer paid life insurance, a health reimbursement account, and more! Weekly paychecks with competitive pay packages Matching 401(k) benefits to help you save for retirement Licensure assistance and reimbursement to set you up for success on your contract Travel reimbursement and dedicated housing support while on assignment Referral cash bonuses when you connect us with other clinicians CoreMedical Group also offers you a free, all-inclusive vacation each year as our way of saying "thank you" for your hard work. Join other healthcare professionals on the annual Club CoreMed retreat and you'll see why our contract and travel professionals come back to us year after year! Your career is too valuable to tackle on your own. Let CoreMedical Group help you with your healthcare journey! *Estimate of weekly payments is intended for informational purposes and includes hourly wages, as well as reimbursements for meal & incidental expenses, and housing expenses incurred on behalf of the Company. Any benefits (medical/dental/vision) are in addition to the weekly pay. Please speak with your Recruiter for additional details. Estimated payments are subject to change until formal offer of assignment is made and accepted. Core Medical Group Job ID #. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: PTA About Core Medical Group CoreMedical Group is one of the largest healthcare staffing agencies in the country. We have jobs nationwide in travel nursing, travel allied health, interim, locum tenens, and permanent placements! Join the staffing agency with Club CoreMed, the best perk in the industry - an all inclusive paid trip to a tropical resort! Benefits Weekly pay Holiday Pay Guaranteed Hours Continuing Education 401k retirement plan Pet insurance Company provided housing options Sick pay Wellness and fitness programs Mileage reimbursement Referral bonus Employee assistance programs Medical benefits Dental benefits Vision benefits Benefits start day 1 License and certification reimbursement Life insurance Discount program

A large well known hospital group is urgently looking to hire an Admin Assistant to join their team on site in Newton, MA! ** This is a 6+ month contract to hire on W2 offering a full benefits package ** Required Skills & Experience 2+ years of experience working in a hospital or medical setting Working with surgeons/ clinical scheduling is preferred Experience in EPIC, collecting co-payments What You Will Be Doing: 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. 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 You will receive the following benefits: Medical Insurance - Four medical plans to choose from for you and your family Dental & Orthodontia Benefits Vision Benefits Health Savings Account (HSA) Health and Dependent Care Flexible Spending Accounts Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance Hospital Indemnity Insurance 401(k) Paid Sick Time Leave Legal and Identity Protection Plans Pre-tax Commuter Benefit 529 College Saver Plan Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP's Employment Accommodation policy. Applicants need to make their needs known in advance.

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.

Prime Time Healthcare Therapy is seeking a travel Skilled Nursing Facility (SNF) Physical Therapy Assistant for a travel job in Beverly, Massachusetts. Job Description & Requirements Specialty: Physical Therapy Assistant Discipline: Therapy Start Date: Duration: 13 weeks 40 hours per week Shift: 8 hours, days Employment Type: Travel Includes estimated wage of $15 hr - $ 19 hr and non taxable travel benefits if eligible.

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 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.

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.

Job searching is a lot better with someone in your corner. Kelly Professional & Industrial is seeking an Administrative Assistant at a pharmaceutical company. Sound like something you're interested in? We'll be here every step of the way to help you through the process, because we think job searching needs an upgrade (and a sidekick). Why you should apply? $28 per hour Health, Dental, Vision, and PTO benefits. Monday-Friday Work Schedule 830am-5:30pm Access to outstanding Kelly perks via **************************************** What's a typical day as an Administrative Assistant? o Management of PGA administrative items in Astellas systems including but not limited to Concur, ECHO, LMS, SHAREPOINT, TEAMS, ARIBA, o Schedule Meetings and ensure effective overall calendar management. [Global time zone management experience required.] o Managing Calendars for a group or team. o Travel Coordination, Expense Reports, Invoice preparation and tracking, and facilitation of contract review and approval o Develop with direction Annual Budget Management and Analytic reports. o Assist with personnel On and Off boarding. (Resource Management) o Prepare Communications, Announcements & Newsletters, and Presentations. o Assist with the development and processing of Purchase Orders and Contract Management. o Microsoft Office Suite proficiency in Visio, Excel, SharePoint, Outlook & Power Point. o Virtual Meeting Management - MS Teams and ZOOM. o Strong oral communication skills, advanced writing, editing and correspondence skills. o Ability to collaboratively problem solve with other administrative assistants and functions such as accounts payable, security, building maintenance, finance, and so forth o Will require the individual to take initiative, use discretion and judgment as related to confidential matters and problems regarding project, department, or division-related work, and update the manager on status. o Interact with various levels of management on a day-to-day basis, handling very confidential documents and materials. o Roster and Distribution list management. o Vendor communication and management. If you are interested please send your resume via email to *************************

📌 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