Office Administrative Assistant

Heritage Wealth Management is a boutique Investment firm with locations in Needham and Woburn MA. We are professional and agile and looking for a new team member to join either of our offices.

Our work environment includes:

• Modern office setting

Our firm is looking for an administrative assistant who is highly motivated, detail-oriented, and is proficient in Microsoft Office. A successful candidate will work in an office environment and collaborate with team members.

Position Overview:
Provides administrative support to deliver client service and maintain accurate client records. Complete processing for new client accounts, redemptions, beneficiary changes, and other necessary account maintenance.

Primary Responsibilities:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to clients:

• Provide client service to existing and new clients in support of an assigned Financial Advisor. Work to build customer relationships and maintain a high level of customer satisfaction through one on one communications by phone, in person and by e-mail.
• Respond to incoming customer inquiries by phone and /or e-mail
• Maintain the calendar/crm for scheduling client meetings
• Correspond with clients to complete new accounts, asset transfers, and other forms
• Handle routine matters for client accounts, including processing name and address changes, account applications and bank authorizations, answering client questions via telephone and email.
• Maintain client records and update contact history as appropriate
• Provide general administrative support as needed.

Other Responsibilities:
Perform related and unrelated duties as may be required.
Requirements:

Qualifications:

• Proficiency with Microsoft Office (Word, Excel, PowerPoint).
• We are focused on finding dedicated hard working individuals.
• Excellent oral communications, organizational and analytical skills.
• Ability to prioritize tasks within defined responsibilities and work independently.
• Proficiency with Social Media (LinkedIn, facebook, twitter, etc.)

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Retirement plan

Experience:

• Office: 2 years (Required)

Work Location: In person