Job Description
Executive Assistant to the President
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Location: Fully Onsite
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Salary: Up to $85,000
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Location: Northborough MA
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Position Overview
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Seeking a professional and highly organized Executive Assistant to support the President of a busy financial services office. This role will manage executive scheduling, client communications, CRM updates, office operations, and business development tracking while ensuring a high level of client service and confidentiality.
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Responsibilities
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- Manage the President’s calendar, meetings, and daily priorities.
- Serve as a primary point of contact for clients, providing professional and responsive service.
- Maintain client records, documentation, and CRM data.
- Prepare meeting materials, correspondence, and reports.
- Coordinate office operations, meeting logistics, and special events.
- Track business development activities, prospect follow-ups, and pipeline reporting.
- Support marketing initiatives, client communications, and special projects.
- Ensure accuracy, confidentiality, and compliance with firm procedures.
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Qualifications
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- 5+ years of Executive Assistant or senior administrative experience, preferably in financial services or a professional office environment.
- Experience with CRM systems and Microsoft Office Suite.
- Strong organizational, communication, and multitasking skills.
- Professional, polished demeanor with excellent client-facing abilities.
- Comfortable working with technology and managing confidential information.
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Additional Information
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- Fully onsite in a collaborative four-person office.
- Looking for a proactive, detail-oriented professional who thrives in a client-focused environment.
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