An advisor in a large financial services firm with offices throughout New England, seeks an Administrative Assistant in the Wellesley, MA office. This will be a full-time position. The hours will fall during normal business hours. In-office hours will be flexible.

Qualifications include superior verbal and written communication skills, a professional and friendly phone presence, strong organizational skills, and an ability to learn and adapt to new software and processes quickly. Familiarity with Microsoft Office and Client Relationship Management (CRM) applications is necessary, as is experience with professional correspondence. A background in Financial Services and experience with Zoom\Teams is preferred.

The duties of this role include:

• Scheduling Client Meetings
• Preparing paperwork for Client Reviews meetings.
• Tracking, handling, and resolving client inquiries and service tasks
• CRM management system
• General administrative duties as needed
• Candidate needs to be detail oriented, a team player and able to keep up in a fast-paced environment

Qualified candidates should submit a cover letter and resume to the email address provided. Starting hourly rate of $26/hour with bonus potential is commensurate with relevant prior work experience and qualifications.

Equal Opportunity and Affirmative Action Employer

Baystate Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above, it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type: Full-time

Pay: From $26.00 per hour

Benefits:

• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Wellesley Hills, MA 02481: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Preferred)

Experience:

• Administrative: 3 years (Preferred)
• Microsoft Office: 3 years (Preferred)

Work Location: One location

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