Administrative Assistant/Operations Manager for a Financial Advisor

Job Description

Job Description

Are you an organized, detail-oriented professional with experience in financial services? Our growing financial advisory practice in Andover, MA is looking for a reliable Administrative Assistant to join our team.

In this role, you’ll be the backbone of our operations — making sure client meetings are prepared flawlessly, paperwork is accurate and complete, and clients receive the highest level of service. If you thrive in a fast-paced environment, enjoy keeping things running smoothly, and take pride in precision, we’d love to hear from you.

What You’ll Do

• Prepare reports and materials for client meetings.
• Complete and process new account forms, transfer paperwork, and client documentation.
• Track pending business, update summaries, and follow up on outstanding items.
• Answer phones, schedule client meetings, and provide excellent client service.
• Manage mail, remote check deposits, and compliance documentation.
• Maintain CRM and Microsoft 365 systems with accuracy and attention to detail.
• Perform mail merges and manage distribution lists.
• Assist with marketing activities and financial plan data entry.
• Suggest improvements to streamline processes and office efficiency.

What We’re Looking For

• 5+ years of experience in the investment/financial services field.
• Proficiency with Microsoft Office (Microsoft 365) and CRM systems.
• Exceptional accuracy, organizational skills, and ability to follow directions.
• Comfortable handling repetitive tasks with patience and precision.
• Strong communication skills and a client-first attitude.
• Proactive, dependable, and solutions-oriented.

What We Offer

• Competitive base salary (based on experience).
• 401(k) plan.
• Full-time, on-site role in Andover, MA.
• Direct support to one to two financial advisors in a professional, team-oriented environment.

Apply Today
If you’re ready to bring your skills to a trusted financial advisory practice and become an essential part of our team, please submit your resume and a brief cover letter.

Job Type: Full-time

Benefits:

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