Position Overview
Description We are looking for an experienced Administrative Assistant to support a financial planning advisor in Massachusetts. This contract opportunity has the potential to become permanent and is ideal for someone who brings strong written communication, sound judgment, and a detail-oriented approach to daily office support. The role combines front-office coordination, clerical administration, and detail-focused assistance in a client-facing services environment.
Responsibilities:
β’ Provide day-to-day administrative support to a financial planning advisor, helping keep office operations organized and efficient.
β’ Manage a light appointment schedule by coordinating meetings, updating calendars, and confirming availability as needed.
β’ Handle weekly incoming and outgoing mail, ensuring documents are sorted, distributed, and routed accurately.
β’ Answer inbound calls and respond to email correspondence in a courteous and attentive manner.
β’ Perform data entry an...