Executive Assistant

Executive Assistant to the President

Location: Fully Onsite
Salary: Up to $85,000

Location:

Northborough MA

Seeking a professional and highly organized Executive Assistant to support the President of a busy financial services office. This role will manage executive scheduling, client communications, CRM updates, office operations, and business development tracking while ensuring a high level of client service and confidentiality.

• Manage the President’s calendar, meetings, and daily priorities.
• Serve as a primary point of contact for clients, providing professional and responsive service.
• Maintain client records, documentation, and CRM data.
• Prepare meeting materials, correspondence, and reports.
• Coordinate office operations, meeting logistics, and special events.
• Track business development activities, prospect follow-ups, and pipeline reporting.
• Support marketing initiatives, client communications, and special projects.
• Ensure accuracy, confidentiality, and compliance with firm procedures.

• 5+ years of Executive Assistant or senior administrative experience, preferably in financial services or a professional office environment.
• Experience with CRM systems and Microsoft Office Suite.
• Strong organizational, communication, and multitasking skills.
• Professional, polished demeanor with excellent client-facing abilities.
• Comfortable working with technology and managing confidential information.

• Fully onsite in a collaborative four-person office.
• Simple IRA with 3% employer match.
• No group health insurance.
• Looking for a proactive, detail-oriented professional who thrives in a client-focused environment.