Executive Assistant

Please Note: We have ONE opening for an Executive Assistant that can be based in one of our many office locations: Boston, MA - Charlotte, NC - Wayne, PA - Westwood, NJ

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 an Executive Assistant to with 5+ years of experience providing comprehensive support to multiple executives. This dynamic position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality.

Responsibilities:

• Provide sophisticated calendar management: Prioritize inquiries and requests while troubleshooting scheduling conflicts, make judgements and recommendations to ensure smooth day-to-day engagements
• Act as a liaison and provide support to members of the Executive Committee: Serve as coordinator (including arranging and handling all logistics) for meetings and other executive events and meetings
• Complete a broad variety of administrative tasks: Maintaining contact lists, making travel arrangements, completing expense reports, assisting with special projects
• Work closely with all members of the Executive Committee to keep them informed of upcoming commitments and responsibilities, following up as appropriate
• Provide event management support as requested
• Cover tasks and responsibilities for other CSS/CSA when they are out of the office.
• Multi-task, organize and complete all other projects as assigned by multiple members of the executive committee

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:

• Bachelor’s degree, preferred
• Significant executive support experience, 5+ years, including supporting multiple executives at once
• High degree of professionalism in dealing with various groups of people, including Board Members, the Executive Committee, staff, and clients
• Ability to complete a high volume of tasks and projects with little to no guidance
• Ability to react with appropriate urgency to situations and events that require quick response or turnaround
• Ability to maintain a high level of integrity and discretion in handling conditional information

Skills and Competencies:

• Demonstrated capacity to think and work proactively and strategically in resolving challenges
• Expert proficiency with Microsoft Office
• Exceptional organizational skills and impeccable attention to detail
• Excellent written and verbal communication skills
• Team player; ability to interact effectively with multiple levels of the organization and maintain strong relationship with peers, internal clients, and external parties
• Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods
• Personable, warm, engaging; Client first attitude

Benefits:

• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Partial remote work
• Salary Range: $80,000-115,000
• 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