Wealth Advisor Admin

TEKsystems • Braintree, MA • 1d ago

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 the financial advisors, and facilities effective communication across the organization.

Responsibilities:

Greet and welcome the clients, ensuring a positive first impression.

Answer, screen, and direct incoming phone calls and messages.

Manage scheduling, contact lists, and appointment coordination.

Handle administrative tasks such as filing, photocopying, data entry, archive important documents both physically and digitally.

Maintain a clean and organized reception area.

Order and manage office supplies and equipment.

Process incoming and outgoing mail and deliveries.

Coordinate travel arrangements and accommodations.

Assist with coordinating meeting room bookings and logistics.

Complete ad-hoc projects and tasks as requested.

Uphold confidentiality of sensitive information.

Additional Skills & Qualifications

Prior experience in a financial advisor's practice.

Administrative experience.

Associate or bachelor's degree in business, accounting or finance.

Excellent verbal and written communication skills.

Strong organizational and multitasking abilities.

Proficiency and familiarity of basic office equipment and Microsoft Office.

Friendly, professional demeanor and a customer-service mindset.

Ability to work both independently and collaboratively in a fast-paced environment.

eastpriority25

Pay and Benefits

The pay range for this position is $22.00 - $22.00/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 Jun 20, 2025.

About TEKsystems and TEKsystems Global Services

We'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.

The 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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