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Description

The Administrative Assistant, at this financial planning office located in a beautiful office park on the South Shore, is the first point of contact for clients and callers, ensuring a welcoming and delightful experience. This role involves managing the front desk, providing administrative support to multiple financial advisors, and facilitating effective communication across the organization. Working remote is not an option.

Responsibilities:

- Answer, screen, and direct incoming phone calls and messages.

- Greet and welcome clients, ensuring a positive first impression.

- Order lunches daily for the office

- Manage calendar by coordinating appointments between client, advisor and other outside professional’s schedules

- Perform administrative tasks including data entry, creating forms and letters, scanning, uploading and faxing documents, and maintaining a digital filing system of said documents.

- Maintain clean and organized reception area, advisor offices, meeting spaces and supply room.

- Order and manage office supplies and ensure office equipment is in working condition

- Process incoming and outgoing mail and deliveries

- Assist with operational needs, internal communication and help execute client facing events

- Complete ad-hoc projects and tasks as requested.

Qualifications & Requirements:

- Prior administrative experience in a professional services environment is a must.

- Excellent verbal and written communication and typing skills

- Strong organizational and multitasking abilities along with an eye for details and critical thinking skills

- Proficiency with Microsoft Office and basic office equipment is a must. Power Point not needed.

- Friendly, professional demeanor and a customer-service mindset.

- Ability to work both independently and collaboratively in a fast-paced environment.

- High level of professionalism, discretion, and ethical conduct.

- Professional attire required at all times.

- Must be able to navigate a complex series of programs and systems simultaneously.

- Prior experience in a financial advisor’s practice is preferred.

- Associate or bachelor’s degree in business, accounting or finance preferred but not required with prior suitable administrative experience.

Skills

microsoft office, CRM, clientworks

Top Skills Details

microsoft office,CRM

Additional Skills & Qualifications

- Technologies: Red Tail CRM (very nice to have), Microsoft products (must have)

- Best vs Average: someone with financial planning experience, someone who comes from a small financial office like this would be beneficial

- Critical Skills:

o This person will be the first face the client will see when arriving in the office. Need to be personable, warm and welcoming, with good social skills. Need to be comfortable sitting in reception, answering phones, and engaging with the clients (offering coffee, small talk, etc.)

o Attention to detail is HUGE in this role.

o Excellent grammar and typing/writing – including paperwork, customized letter formatting, etc.

o Should be able to take feedback well and be able to pivot as necessary

o Adaptable (especially with technology)

o Eager to learn

o All candidates should be able to speak to their writing skills and their experience in a fast paced, professional environment.

Experience Level

Intermediate Level

Job Type & Location

This is a Contract to Hire position based out of Braintree, MA.

Pay and Benefits

The pay range for this position is $28.00 - $30.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Braintree,MA.

Application Deadline

This position is anticipated to close on Dec 18, 2025.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.