Sensible Financial (http://www.sensiblefinancial.com/) is a prestigious fee-only Financial Planning firm located in Waltham, Massachusetts, in the Boston area. We are acknowledged thought leaders in identifying, developing, and applying sound planning and investing methodologies. We leverage these approaches to create personal financial strategies for each of our clients. Many of our clients are busy two-income families who rely on us to help them manage their finances for efficiency and effectiveness.
Since 2002, we have consciously fostered a firm culture dedicated to the highest level of professionalism, mutual respect, and client care. We strive to cultivate a mutually supportive, collegial atmosphere. Our competitive compensation plan, generous benefits package, and supplemental compensation program serve to reinforce this team approach. Our staff structure and training program allows our senior staff to receive the support that they need, provides our junior staff with exceptional professional growth opportunities, and supports our clients with personalized interactions at the highest level in the industry.
We look forward to speaking with you if you would like to join this kind of firm.
We seek to hire a part-time (20-25 hours per week, flexible schedule) Executive Assistant/Operations Associate. This professional would support Sensible Financial’s Founder and perform client service and investment operations activities.
Primary responsibilities include:
- Executive Assistant
- Coordinate meeting scheduling (manage Calendly and schedule using CRM)
- Sort, screen and distribute incoming and outgoing mail and email; may highlight information of interest or curate reading material.
- Screen phone calls and email and bubble up when necessary
- Book and manage travel arrangements
- Complete expense reports
- Help to keep executive on schedule
- Accommodate working style
- Act as gatekeeper
- Follow-up consistently
- Accept accountability
- Reception
- Greet guests
- Office Management
- Firm spirit continuity
- Schedule Holiday Party
- Coordinate plants and Holiday flowers
- Order Holiday cards and prepare for mailing
- Order Holiday cookies
- Order office supplies
- Firm spirit continuity
- Client Service
- Institutional knowledge and responsiveness required
- Prepare client agreements
- Open new accounts at multiple custodians
- Process tasks related to changes in clients’ accounts
- Money movement at custodians such as Fidelity and TD Ameritrade
- Upload documents to ShareFile (client vault) and DocuSign (electronic signature)
- Assemble and distribute digital client reports
- Institutional knowledge and responsiveness required
Requirements:
- High School Diploma required and associate degree preferred.
- 5 plus years’ experience in an administrative role.
- Strong interpersonal skills
- Advanced knowledge of online calendars and scheduling tools
- Exceptional oral and written executive correspondence and communication skills sufficient to compose and deliver clear and concise responses
- Extensive knowledge in the use of Microsoft Office and standard computer applications
- Ability to learn new technologies quickly
- Skill to adapt to a rapidly changing work environment while maintaining flexibility and versatility
- Excellent organizational skills with an ability to think proactively and prioritize
- Ability to be discreet and maintain confidentiality within the office
- Knowledge of broker/dealer paperwork and procedures
- Industry regulations require a background check
No phone calls, please. Please send your resume and cover letter to cpearson@insourceservices.com
Sensible Financial’s policy is to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Sensible Financial will provide reasonable accommodations for qualified individuals with disabilities.