Administrative Assistant Financial Services | Wealth Management | Full time Are you an experienced Administrative Assistant with a background in financial services, wealth management, insurance, or investments? Do you enjoy being the trusted support person who keeps everything running smoothly behind the scenes while delivering an exceptional client experience? Our client is a well-established, owner-operated financial services practice known for its collaborative culture, approachable leadership team, and genuine appreciation for its employees.

This is an prospect to join a close-knit, qualified team where your contributions will be valued and recognized every day.

What You''ll Be Doing As a key member of the team, you will support the Financial Advisor and clients through a variety of administrative, operational, and client service activities, including:



Prepare client files and meeting materials for financial planning appointments.

Complete and process insurance and mutual fund applications accurately and efficiently.

Ensure all documentation is complete, compliant, and submitted within required timelines.

Schedule appointments and manage calendars using Microsoft Bookings.

Coordinate and manage Docu

Sign documentation and client signatures.

Maintain organized electronic and paper client files.

Support client onboarding activities and ongoing service requests.

Communicate professionally with clients via phone, email, and in person.

Create and schedule social media content to support the firm''s online presence.

📌 Administrative Assistant Cambridge
🏢 Robert Half
📍 Cambridge