Personal Assistant to Senior Partner Commonwealth Financial Group - 3.6 Bedford, NH Job Details Full-time $55,000 - $60,000 a year 5 hours ago Benefits Health insurance 401(k) Paid time off Qualifications Teamwork Confidential information handling Vendor management Executive administrative support Microsoft Office Operations Calendar management Collaborative technology platforms Organizational skills CRM system proficiency Productivity software Appointment scheduling Travel scheduling Full Job Description Al Santosuosso, CFP®, Senior Partner with Commonwealth Financial Group, leads a successful and growing financial planning practice dedicated to helping clients achieve their financial goals through exceptional service and trusted advice. As the practice continues to expand, we are seeking a highly organized, proactive, and detail-oriented Personal Assistant / Operations Coordinator to provide comprehensive support across both professional and personal responsibilities. This is a dynamic, high-impact role that works directly with a Senior Partner and serves as a key contributor to the smooth operation of the business and day-to-day priorities. The ideal candidate thrives in a fast-paced environment, anticipates needs before they arise, and enjoys creating order, efficiency, and outstanding outcomes. This position will work in office in Bedford, NH. Key Responsibilities Personal Assistance Manage executive and personal calendars, appointments, and scheduling Coordinate meetings, time blocking, and daily priorities Handle correspondence and administrative follow-up Coordinate personal assistance needs for the Senior Partner and family support Book and manage travel arrangements including flights, hotels, transportation, and itineraries Process birthday cards, holiday cards and seasonal correspondence Assist with special projects and initiatives as assigned Administrative & Operational Management Maintain Airtable, Salesforce CRM, Todoist, and related organizational systems Manage database input, reporting, and ongoing maintenance Develop and maintain synchronized digital filing and document management systems Prepare meeting agendas, take minutes, and distribute follow-up action items Coordinate and organize digital and physical filing systems Project Management and coordination Support overall team administration and operational organization Maintain effectiveness of device applications, technology tools, and integrations Support technology integration projects and organizational process improvements Support ongoing operational oversight for various personal and business initiatives Monitor and maintain property budgets and payment tracking Track vehicles, assets, properties, and inventory through Airtable and related systems Assist with property management coordination and oversight Coordinate and manage relationships with vendors, cleaners, maintenance professionals, and other service providers. Qualifications 2+ years of experience in personal assistance, office environment, or event coordination Exceptional organizational and multitasking abilities Strong written and verbal communication skills Extreme Confidentiality is a must High level of professionalism and discretion handling confidential information Proficiency in Microsoft Office, Google Workspace, Airtable, Salesforce CRM, and digital collaboration tools Ability to anticipate needs and work independently with minimal supervision Strong attention to detail and follow-through Flexible schedule and willingness to support occasional after-hours or travel-related needs Preferred Attributes Resourceful problem solver with a "can-do" attitude Calm under pressure and adaptable to changing priorities Service-minded with excellent interpersonal skills Comfortable managing both business and personal support responsibilities Capable of travel Great growth opportunities Experience supporting executives, entrepreneurs, family offices, or small leadership teams preferred Position Type Full-Time In-Person Preferred (with flexibility for Hybrid) $55,000-60,000 annual salary, plus incentives and benefits. Based on experience. Please note, this role will work for Al Santosuosso directly and is not an employee of Commonwealth Financial Group. Al Santosuosso is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Al Santosuosso will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process. If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Pay:

$55,000.00 - $60,000.00 per year

Benefits:

401(k) Health insurance Paid time off

Work Location:

In person