Description
The Administrative Assistant is the first point of contact for clients and callers, ensuring a welcoming and delightful experience. This role involves managing the front desk, providing administrative support to multiple financial advisors, and facilitating effective communication across the organization. Working remote is not an option.
Responsibilities:
-\tAnswer, screen, and direct incoming phone calls and messages.
-\tGreet and welcome clients, ensuring a positive first impression.
-\tOrder lunches daily for the office
-\tManage calendar by coordinating appointments between client, advisor and other outside professional’s schedules
-\tPerform administrative tasks including data entry, creating forms and letters, scanning, uploading and faxing documents, and maintaining a digital filing system of said documents.
-\tMaintain clean and organized reception area, advisor offices, meeting spaces and supply room.
-\tOrder and manage office supplies and ensure office equipment is in working condition
-\tProcess incoming and outgoing mail and deliveries
-\tAssist with operational needs, internal communication and help execute client facing events
-\tComplete ad-hoc projects and tasks as requested.
Qualifications & Requirements:
-\tPrior administrative experience in a professional services environment is a must.
-\tExcellent verbal and written communication and typing skills
-\tStrong organizational and multitasking abilities along with an eye for details and critical thinking skills
-\tProficiency with Microsoft Office and basic office equipment is a must. Power Point not needed.
-\tFriendly, professional demeanor and a customer-service mindset.
-\tAbility to work both independently and collaboratively in a fast-paced environment.
-\tHigh level of professionalism, discretion, and ethical conduct.
-\tProfessional attire required at all times.
-\tMust be able to navigate a complex series of programs and systems simultaneously.
-\tPrior experience in a financial advisor’s practice is preferred.
-\tAssociate or bachelor’s degree in business, accounting or finance preferred but not required with prior suitable administrative experience.
Additional Skills & Qualifications
-\tTechnologies: Microsoft products (must have)
-\tSomeone with financial planning experience, someone who comes from a small financial office like this would be beneficial
-\tCritical Skills:
o\tThis person will be the first face the client will see when arriving in the office. Need to be personable, warm and welcoming, with good social skills. Need to be comfortable sitting in reception, answering phones, and engaging with the clients (offering coffee, small talk, etc.)
o\tAttention to detail is HUGE in this role.
o\tExcellent grammar and typing/writing – including paperwork, customized letter formatting, etc.
o\tShould be able to take feedback well and be able to pivot as necessary
o\tAdaptable (especially with technology)
o\tEager to learn
o\tAll candidates should be able to speak to their writing skills and their experience in a fast paced, professional environment.
Experience Level
Intermediate Level
Job Type & Location
This is a Contract to Hire position based out of Braintree, MA.
Pay and Benefits
The pay range for this position is $28.00 - $30.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Braintree,MA.
Application Deadline
This position is anticipated to close on Dec 11, 2025.
h4> About TEKsystems:\n\n
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
\n\nThe company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
\n\nAbout TEKsystems and TEKsystems Global Services \n\nWe’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
\n\nThe company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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