Rubino & Liang Wealth Partners is hiring: Administrative Assistant in Newton
Rubino & Liang Wealth Partners, Newton, MA, United States, 02165
Are you a detail‑oriented, organized professional who thrives in a dynamic and collaborative environment? Our boutique wealth management firm is seeking a talented Administrative Assistant to join our team and play a vital role in supporting our operations.
About Us
We are a client-focused wealth management firm dedicated to providing personalized financial planning and investment strategies. Our team values integrity, precision, and exceptional client service, and we are passionate about helping individuals and families achieve their financial goals.
Position Overview
Full‑Time
As the Administrative Assistant, you will be the backbone of our team, ensuring smooth day‑to‑day operations and providing exceptional support to both our advisors and clients. This role is perfect for someone who excels at multitasking, has strong communication skills, strong organizational skills, and enjoys being a key contributor to a close‑knit team.
Key Responsibilities
- Client Support: Serve as the first point of contact for clients, handling inquiries with professionalism and warmth.
- Scheduling and Coordination: Manage calendars, schedule client meetings, and coordinate team events.
- Document Management: Prepare, proofread, and organize financial documents, reports, and presentations.
- Data Entry and Maintenance: Maintain client records and ensure our CRM system is up‑to‑date and accurate.
- Operational Support: Assist with client documentation and other administrative tasks as needed.
- Team Collaboration: Work closely with advisors and team members to streamline processes and enhance efficiency.
- Maintaining Office Supplies
Qualifications
- Proven experience in an administrative or office support role, with at least one year of experience in the wealth management space.
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) or Google Suite (Google Docs, Spreadsheet).
- Experience with CRM systems (e.g., Hubspot, Wealthbox, Redtail) is a plus.
- Excellent organizational and multitasking abilities.
- High level of professionalism, discretion, and confidentiality.
- Exceptional verbal and written communication skills.
- Detail‑oriented with a proactive and problem‑solving mindset.
What We Offer
- Competitive salary based on experience and qualifications
- Benefits package including medical, dental, and 401(k)
- A supportive and collaborative work environment.
- Opportunities for professional development and growth.
Hours
Monday‑Friday: 9:00 AM – 5:00 PM.
Seniority Level
Entry Level
Employment Type
Full‑time
Job Function
Administrative