Administrative Assistant

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Administrative Assistant in Boston, MA to support the employees advisors and their clients, while also performing general administrative tasks as needed.

Responsibilities:

Oversee conference room calendars.

Screen & direct all inbound phone calls and take messages as needed; greet and accommodate guests.

Provide real-time scheduling support by booking appointments and preventing calendar conflicts; oversee the calendar for the wealth management team.

Scan, file, and document organization of all incoming documents including daily mail.

Follow processes & procedures related to client data gathering and document creation, assisting the client service team.

Manage all tasks pertaining to the office environment including tracking/ordering supplies, organizing company documents and maintaining office appearance.

Administer and prepare all out-bound mailings.

Complete and track completion of client related tasks in an accurate and timely manner ensuring properly updating system software with client and other relation information.

Initiate workflow processes and ensure that checklists are generated and completed for meetings with prospects, clients and other professionals.

Maintain polite and professional communication via phone, email, and mail.

Assist with planning and coordination of client events.

Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures.

Consistently maintain a high standard of customer service.

Preserve client confidentiality.

Additional projects and duties as needed.

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

Confident Humility – a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism

Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others

Trusted Relationships – supportive and authentic with mutual respect for colleagues

Qualifications:

High school diploma or GED required.

Able to work onsite 5 days a week.

Administrative or client service experience for a professional services organization preferred.

Proficiency with Word, Excel, and Outlook.

Excellent written and verbal communication skills.

Highly professional team player, able to work well with all levels of the firm, as well as with clients.

Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask.

Personable, warm, engaging; Client first attitude; Supports a team environment.

Strong sense of professionalism and discretion required.

Benefits:

Competitive salary commensurate with experience

Performance-based bonus

Safe Harbor 401(k) plan with discretionary profit sharing

Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life Insurance

Paid vacation

Opportunities for professional growth and continuing education

Salary range for this role is $55,000 - $88,000, non-exempt

Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role.

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.

No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com .

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.