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Client & Office Operations Leader

Job in Wellesley, Norfolk County, Massachusetts, 02482, USA
Listing for: Proctor Financial, Inc.
Full Time position
Listed on 2026-07-09
Job specializations:
  • Administrative/Clerical
  • Management
Salary/Wage Range or Industry Benchmark: 55000 - 85000 USD Yearly USD 55000.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience & Office Operations Leader

Proctor Financial, Inc. is seeking a detail-oriented Client Service & Office Manager to join our boutique wealth management team in a full-time, hybrid capacity.

You will be the primary point of contact for clients, coordinate onboarding, and ensure seamless day-to-day operations in our Sherborn, MA office. The ideal candidate blends exceptional interpersonal skills with strong operational acumen, handling administrative tasks, client scheduling, and financial transactions while contributing to

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