Executive Assistant - West Hartford, United States - Baystate Financial

Baystate Financial
Baystate Financial
Verified Company
West Hartford, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Company Overview:
New England Financial Group, an office of Baystate Financial, is where innovation in financial services meets tradition.

We are a fast-growing team specializing in financial planning and wealth management for a select group of business owners and high-net-worth families.


Position Overview:


Qualifications:


  • Bachelor's degree in Business Administration, Finance, or related field preferred.
  • Proven experience in an executive assistant role or similar position, preferably in the financial services industry.
  • Excellent communication skills, both verbal and written, with the ability to interact effectively with clients and colleagues at all levels.
  • Strong organizational skills and attention to detail, with the ability to prioritize tasks and manage time efficiently.
  • Proficiency in Microsoft Office Suite and CRM software.
  • Ability to maintain confidentiality and handle sensitive information with discretion.

Responsibilities:


Administrative Support:


  • Manage the partner's calendar, schedule appointments, and coordinate meetings.
  • Handle travel arrangements, including booking flights, accommodations, and transportation.
  • Prepare and distribute correspondence, reports, and presentations as needed.
  • Assist with expense tracking, reimbursements, and budget management.

Client Service:


  • Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally.
  • Coordinate client meetings, prepare meeting materials, and ensure a seamless client experience.
  • Maintain client records and update the CRM system with relevant information.
  • Assist in preparing client reviews and presentations.

Cross Training and Development:


  • Collaborate with team members to develop and implement crosstraining programs to enhance skill sets and promote efficiency.
  • Participate in ongoing professional development opportunities to stay abreast of industry trends and best practices.
  • Act as a mentor to junior team members, providing guidance and support as needed.

Future Growth Opportunities:

This role offers ample opportunities for growth and advancement within the firm, including the potential for partnership.

As you demonstrate proficiency in your duties and contribute to the success of the team, you will have the chance to take on increased responsibilities and leadership roles.

We are committed to fostering a culture of continuous learning and development, and we will support you in reaching your full potential.


Benefits:


  • Competitive salary and performancebased bonuses.
  • Eligibility for health, dental, and vision insurance plans.
  • Eligibility for retirement savings plan with employer matching contributions.
  • Paid time off, including vacation days, holidays, and sick leave.
  • Opportunities for professional development and advancement within the firm.

How to Apply:


Pay:
$55, $70,000.00 per year


Benefits:


  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off

Schedule:

  • Monday to Friday

Experience:

Administrative Support: 1 year (preferred)


Ability to Commute:

  • West Hartford, CT required)

Ability to Relocate:

  • West Hartford, CT 06107: Relocate before starting work (required)

Work Location:
In person
More jobs from Baystate Financial
See all jobs of Baystate Financial