Executive Assistant

CW Advisor Opportunity in Financial Services

Executive Assistant

Location: Boston Seaport (On-site, Monday–Thursday, WFH Friday)
Department: Executive Office
Reports To: Chief Executive Officer (CEO)
Compensation Range: $45K - $50K

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. 

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.  To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits 

Position Overview

We are seeking a polished, proactive, and highly organized Executive Assistant & Office Manager to provide executive-level administrative support to the CEO and leadership team, while overseeing the smooth day-to-day operations of our Boston headquarters. This role is ideal for a professional who thrives in a client-centric environment and takes pride in delivering seamless support, exceptional attention to detail, and a warm, professional presence as the face of the firm.

Key Responsibilities

Executive Support

• Provide direct administrative support to the CEO and leadership team, including calendar management, meeting coordination, travel arrangements, and expense reporting.

• Prepare, proofread, and edit correspondence, presentations, and reports for internal and external audiences.

• Anticipate executive needs, exercise sound judgment, and maintain a high degree of confidentiality.

• Coordinate leadership and firmwide meetings (in person and virtual), including logistics, catering, materials, and technology setup.

• Serve as a liaison between the executive team and internal departments, clients, and partners.

Office Management

• Oversee day-to-day operations of the Boston office, ensuring a professional, welcoming, and efficient environment.

• Manage front desk and reception duties, including registering and greeting clients and visitors, handling mail and deliveries, and maintaining conference room schedules.

• Partner with IT, Facilities, and HR to support onboarding, technology setup, and space planning for new hires.

• Maintain office supplies, vendor relationships, and service contracts.

• Coordinate office events, client meetings, and HR employee engagement activities at the Boston location.

Administrative & Operational Support

• Support communications and special projects led by the CEO or leadership team.

• Track and manage key operational tasks, deadlines, and follow-ups on behalf of the executive office.

• Assist with expense management, invoice processing, and light reporting as needed.

Qualifications

• Bachelor’s degree or equivalent experience.

• 5+ years of executive administrative experience, preferably in financial services, professional services, or wealth management.

• Exceptional communication, organization, and interpersonal skills.

• High degree of professionalism, discretion, and emotional intelligence.

• Strong proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and video conferencing tools (Teams/Zoom).

• Ability to manage multiple priorities with poise and attention to detail.