Administrative Assistant

Citizens • Westwood, MA • 4h ago

Description

Citizens is honored to be a high-quality provider in the investment industry. As an Administrative Assistant, you will be responsible for providing general administrative and clerical support for Citizens Wealth Management Divisional and Regional Directors. Responsibilities may include, but are not limited to: coordination of meetings, ordering of supplies and equipment, tracking of time off, and new colleague onboarding support. While some of the focus of this job is on the coordination and execution of administrative tasks, incumbents also spend substantial time performing clerical duties. Position requires excellent organizational skills, and the ability to handle multiple tasks simultaneously.

Primary responsibilities include

Supply Ordering: business signage, office supplies, stationary, technology, etc.

Calendar Management: scheduling and coordinating meetings

Presentation Support / development: creating decks for presentations, including presentations to leadership

Onboarding Support: collaborating with onboarding coordinator and management to ensure a smooth onboarding experience for new colleagues

Tech Support: requesting system and platform access

Expense Reports: assist Divisional Sales Managers (DSMs) and Regional Sales Managers (RSMs) with collecting receipts and submitting expense reports

Travel Support: book travel for DSMs and RSMs as needed

Event Coordination: assist in supporting regional and divisional meetings

Paid Time Off Tracking: record time off requests for Financial Advisors

Qualifications

1-5 years of administrative experience in financial services preferred

Strong Microsoft Office skills required

Excellent written and verbal communication skills required

Familiarity with collecting and interpreting data in order to create presentations

Strong attention to detail skills required

Ability to work both independently and as part of a team

Organizational and time management skills required

Experience completing expense reports and booking travel preferred

Education, Certifications and/or Other Professional Credentials

High school diploma or GED required

Pay Transparency

The salary range for this position is $26.00 - $30.00 per per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits

Hours & Work Schedule

Hours per Week: 40

Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

05/29/2026

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