Executive Assistant at The Bulfinch Group Executive Assistant at The Bulfinch Group in Babson Park, Massachusetts Posted in about 22 hours ago.

Type:

full-time

EXECUTIVE ASSISTANT

Job Summary:

The Bulfinch Group Investments Division is seeking a highly organized and proactive Executive Assistant with a background in digital marketing to support our elite team of Financial Advisors. The successful candidate will play a crucial role in managing administrative tasks and implementing digital marketing strategies to enhance the team's online presence and client engagement.

Key Responsibilities:

1.

Executive Support:

Act as the primary point of contact for internal and external stakeholders, managing communication on behalf of the Financial Advisors. Coordinate and manage the Advisors' calendars, appointments, meetings, and travel arrangements. Prepare and organize reports, presentations, and documents for meetings and client interactions. 2.

Digital Marketing:

Help with digital marketing strategies to promote services and engage with existing and potential clients. Help manage the team's social media accounts, including content creation, scheduling posts, and monitoring engagement. 3.

Client Relationship Management:

Coordinate and follow up on client meetings, calls, and appointments to enhance client satisfaction and retention. 4.

Administrative Support:

Assist with general administrative tasks, including but not limited to managing correspondence, handling inquiries, and maintaining records. Perform data entry, document management, and other administrative duties as required to support the team.

Qualifications:

• Bachelor's degree in Marketing, Business Administration, or a related field.
• Proven experience in digital marketing, preferably within the financial services industry.
• Strong organizational and multitasking abilities with meticulous attention to detail.
• Excellent written and verbal communication skills.
• Proficiency in digital marketing tools and platforms (e.g., social media management, analytics, content creation).
• Demonstrated proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software applications.

Compensation & Benefits:

Compensation:

$50,000 - $60,000 per year

• Comprehensive health and wellness benefits package.
• Opportunities for professional growth and development within the firm.
• Collaborative and inclusive work environment with a team of industry experts.

The Bulfinch Group is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member

FINRA, SIPC. OSJ

160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Trademarks of The Guardian Life Insurance Company of America (Guardian) are used with express permission. © 2026 Guardian. 9090692.1 Exp 8/28