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Administrative Assistant & Client Relationship Manager
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Commonwealth Financial Group
Remote
$48,880 Salary, Part-Time
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Job Description
Administrative & Client Relationship Advisor Assitant Part-Time | In-Person / Hybrid - This role can be very flexible. We have offices in Boston, Hingham, and Needham, and the right candidate can combine in-person or fully remote based on location and needs. Timing (hours, days per week) also flexible given the correct skill set. This is a great opportunity for someone starting out looking to gain experience in the finance industry or for someone looking to balance family obligations or winding down their career. We're a growing financial advisory practice looking for a motivated, detail-oriented part-time assistant to join our team . This is a hands-on role spanning client services, operations, and administration — ideal for someone eager to learn, incredibly organized and responsive , and ready to contribute from day one. What You'll Do Client Services Prepare materials and agendas for client meetings (Zoom & in-person) Attend meetings, take notes, and distribute follow-up action items Draft post-meeting client communications Assist with insurance applications and routine client inquiries Help maintain client relationships through regular touchpoints Administration & Operations Maintain and update CRM and planning platforms (A360, AirTable, Trello) Manage shared calendars, drive folders, and email Assist with compliance documentation and filing Track the opportunity pipeline and support task management Marketing & Outreach Assist with maintaining an updated prospect list Help coordinate client appreciation events and outreach campaigns Support new business development meeting preparation Who We're Looking For Strong written and verbal communication skills Highly organized with close attention to detail Comfortable in a professional work environment Proficient with Microsoft Office, Google Workspace, or similar tools Experience with CRM platforms, admin, customer service, or social media is a plus Genuine interest in financial services or business development If you are a thoughtful, extremely detailed, and responsive candidate who feels this may be the right fit, please apply or email me directly at ddibiase@financialguide.com