Administrative Assistant Client Service

Boston Wealth Management, LLC is a growing financial services firm looking to hire an individual eager to work in a fast-paced and friendly environment helping our clients achieve business and personal financial goals. Position Summary The Client Service Associate will help to facilitate office communication and activities on a day-to-day basis. This individual will assist office staff and Financial Advisors in supporting clients while complying with firm and regulatory expectations. This is an in-person position only, Monday - Friday. Responsibilities & Qualifications Responsibilities: Answer incoming calls in a professional manner Process client requests and follow up to ensure completion Schedule client calls and meetings Review and organize team schedules via RedTail calendar daily Process checks in a timely manner File documents Order office supplies Process incoming/outgoing mail Welcome clients at time of appointments, establish and build relationships Complete required paperwork to facilitate business Assist with various needs of office staff and Financial Advisors Qualifications: Strong organizational skills, efficiency, and punctuality a must Comfortable in a demanding environment Ability to multitask is necessary Proficient in Microsoft Office (Word, Excel, PowerPoint) Experience using a CRM system (Redtail a plus) Familiar with a paperless office environment Three years of related work experience preferred A background in Property and Casualty Insurance a plus. Anticipated hiring in early 2027 due to company business expansion.