Over the past 30+ years, I've built a client-focused financial planning practice by earning trust, creating long-term relationships, and helping professional women and their families feel confident and supported as they navigate important financial decisions.

As the practice continues to grow, we are looking for a full time Administrative Assistant to join our team in our Burlington office. This is a hands-on role where you'll play an integral part in delivering an exceptional client experience by providing dedicated, high-quality administrative support and helping ensure our practice runs smoothly.This position would be suitable for someone looking to make a lateral move at a small, well-established firm.

We're looking for someone who is committed to accuracy, has exceptional attention to detail, and genuinely enjoys helping others. You'll become a trusted resource for our clients and team, taking pride in delivering outstanding service and supporting the day-to-day operations of our well-established, growing practice.

What you need:
3+ years of administrative experience, preferably in financial services, wealth management, insurance, or another professional office
Exceptional organizational and time management skills
Robust written and verbal communication skills




High level of professionalism, discretion, and attention to detail
Excellent client service and relationship-building skills
Proficiency with Microsoft Office (Outlook, Word, Excel) and the ability to learn new software quickly

Nice to have:
Previous experience in the investment or wealth management industry
Experience with CRM software and financial planning software
Experience scheduling meetings, managing calendars, and coordinating client communications
Experience supporting compliance, document preparation, and client onboarding
Knowledge of financial services administration and regulatory requirements
Mutual Funds licensed, or working on it

What we offer:
Full-time, permanent position based in our Burlington office
Competitive salary and advantages
A supportive, collaborative, and growing team
A workplace that values work-life balance and recognizes the importance of both personal and qualified well-being

If you're an experienced administrative qualified with a positive attitude, strong initiative, a desire to learn, and a passion for exceptional client service, we'd love to hear from you!

📌 Administrative Assistant Burlington
🏢 ExcelPlan Financial/Investia Financial Services
📍 Burlington