Administrative Assistant/Scheduling Coordinator Position Available In Norfolk, Massachusetts

Administrative Assistant/Scheduling Coordinator R. Miller & Associates Wellesley Hills, MA 02481 • Hybrid work

Summary:

Join our high performing and Forbes recognized “Best in State Wealth Management Team’ as an Administrative Assistant Scheduling Coordinator. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals.

Benefits:

Hybrid work environment Paid company incentives Paid time off/paid holidays Paid volunteer opportunities Company donation match Health, Vision & Dental Insurance Health Savings Account 401k & Company Match Company paid insurances: short-term disability, long-term disability, long-term care, AD&D Company outings

Primary Responsibilities:

Schedule, confirm, and reschedule visits and meetings. Ownership and involvement with the visit and meeting confirmation and rescheduling process. Look for opportunities to keep the calendar as efficient and up to date as possible. Make outbound calls to clients and/or prospective clients to schedule visits. Maintain a professional and welcoming demeanor when greeting and interacting with clients, whether in person, or over the telephone or email. Answer questions and provide readily available information to clients with support relating to their visits. Promptly respond to emails, calls, and voicemails as necessary. Utilize to-do lists, calendars, computer software or other work/time management systems. Perform other duties as assigned by the Financial Advisor(s) or other leaders.

Job Type:

Full-time Pay:

$45,000.00 – $65,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee discount Health insurance Health savings account Life insurance Paid time off Parental leave Vision insurance

Schedule:

Monday to

Friday Experience:

Administrative Assistant:

1 year (Required) Appointment scheduling: 1 year (Required) Financial services: 1 year (Preferred) Ability to

Commute:

Wellesley Hills, MA 02481 (Required)

Work Location:

Hybrid remote in Wellesley Hills, MA 02481