Administrative Assistant

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Administrative Assistant in Boston, MA to support the employees advisors and their clients, while also performing general administrative tasks as needed.

Responsibilities:

• Oversee conference room calendars.
• Screen & direct all inbound phone calls and take messages as needed; greet and accommodate guests.
• Provide real-time scheduling support by booking appointments and preventing calendar conflicts; oversee the calendar for the wealth management team.
• Scan, file, and document organization of all incoming documents including daily mail.
• Follow processes & procedures related to client data gathering and document creation, assisting the client service team.
• Manage all tasks pertaining to the office environment including tracking/ordering supplies, organizing company documents and maintaining office appearance.
• Administer and prepare all out-bound mailings.
• Complete and track completion of client related tasks in an accurate and timely manner ensuring properly updating system software with client and other relation information.
• Initiate workflow processes and ensure that checklists are generated and completed for meetings with prospects, clients and other professionals.
• Maintain polite and professional communication via phone, email, and mail.
• Assist with planning and coordination of client events.
• Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.
• Consistently maintain a high standard of customer service.
• Preserve client confidentiality.

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

• Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – supportive and authentic with mutual respect for colleagues

Qualifications:

• High school diploma or GED required.
• Able to work onsite 5 days a week.
• Administrative or client service experience for a professional services organization preferred.
• Proficiency with Word, Excel, and Outlook.
• Excellent written and verbal communication skills.
• Highly professional team player, able to work well with all levels of the firm, as well as with clients.
• Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask.
• Personable, warm, engaging; Client first attitude; Supports a team environment.
• Strong sense of professionalism and discretion required.

Benefits:

• Competitive salary commensurate with experience
• Performance-based bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life Insurance
• Paid vacation
• Opportunities for professional growth and continuing education
• Salary range for this role is $55,000 - $88,000, non-exempt
• Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.