Executive Assistant Jobs

Job Title: Executive Assistant

Location: Lawrence / Andover, MA area

Compensation: $115-130K annual salary range plus discretionary bonus and benefits

Scope of Role / Responsibilities

This will be a mix of Executive level administration (booking travel, setting up meetings) in addition to following up on leads from Sales to garner interest of the lead and then set them up with an Advisor.

• Assist in managing the firm’s CRM (Salesforce); ensure meeting notes are updated, prospect tasks are properly tracked, and prospect information changes are reflected
• Participate in internal projects and technology initiatives as needed; make proactive recommendations for improvement
• Act as the primary liaison between the President and the rest of the staff on all matters related to new business activity as well as existing client follow-up
• Manage the President’s calendar and travel schedule, including the handling of travel-related logistics
• Manage all aspects of the prospect pipeline, including tracking and updating activity for senior management, and holding the rest of the advisor team accountable for their activity
• Handle all follow-up communication with prospective clients on behalf of the President
• Support the President in all business development efforts and relationship management for strategic accounts

Qualifications

· Targeting a Bachelor’s degree

· Minimum 2 years of professional experience, including within the investment industry or a high-net-worth wealth management firm

· Excellent communication and interpersonal skills

· Proficiency in Microsoft Office Suite with the ability to manipulate data and create reports

· Experience working with CRM software, LinkedIn and other social media

· Strong attention to detail and prioritization skills

· Self-motivated and entrepreneurial attitude.

· Ability to travel between offices