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MWLM-Administrative Assistant-Newton, MA

Newton, Massachusetts

Job Description:

The Administrative Assistant – MWLM is a key support partner to a team of financial advisors with primary responsibilities of assisting with all administrative functions related to client service including answering client calls and routing to appropriate team members, receiving clients when they enter the office, and coordinating logistics for events and meetings (for both clients and internal team). Performs administrative duties which include managing travel and expenses for team members, ordering office supplies and materials, taking notes during important meetings, and creating documents for internal team and client use. Performs other miscellaneous administrative tasks; e.g. logistics of an office move. May manage a number of different and often competing priorities, projects, or activities at one time. Communicates with team members to gather or convey relevant information. May be involved in high-level client contact and exposure to sensitive information, and must use considerable tact, diplomacy and judgment.

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

37.5

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Administrative Assistant – MWLM is a key support partner to a team of financial advisors with primary responsibilities of assisting with all administrative functions related to client service including answering client calls and routing to appropriate team members, receiving clients when they enter the office, and coordinating logistics for events and meetings (for both clients and internal team). Performs administrative duties which include managing travel and expenses for team members, ordering office supplies and materials, taking notes during important meetings, and creating documents for internal team and client use. Performs other miscellaneous administrative tasks; e.g. logistics of an office move. May manage a number of different and often competing priorities, projects, or activities at one time. Communicates with team members to gather or convey relevant information. May be involved in high-level client contact and exposure to sensitive information, and must use considerable tact, diplomacy and judgment.

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

Learn more about this role

Full time

JR-21052412

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Karla Benton

Referral Bonus:

0

Street Address

Primary Location:
2221 Washington St, MA, Newton, 02462