Job description

At Baystate Financial we exist to help people achieve their financial goals in life. We take the responsibility very seriously, but we don’t take ourselves too seriously. We are currently looking for talented Administrative Assistant to join our team. Must be an excellent communicator, adaptable, flexible, willing, and able to handle change and work quickly.

To be successful in this job – you must be:

• Excellent communicator both verbal and written
• Detail orientated
• Willing to ask questions and learn new skills, products, and programs

We believe in:

• Discipline
• Hard work
• Integrity
• Teamwork
• Passion
• Enthusiasm
• Personal development
• Continual growth
• Fun
• A positive attitude

We are looking for individuals who exemplify the following qualities:

• Dependable
• Self-motivated
• Critical thinking
• Passionate about helping other people succeed
• Extremely detail oriented
• Excited about being part of a dynamic team

Daily Tasks (SAMPLE):

• Communication with clients
• Preparing client presentations
• Submission and tracking of new business cases
• Email management
• Client database maintenance
• General administrative support

Skills Required:

• Microsoft Office Word, Excel, PowerPoint, Outlook
• CRM Experience
• Communication with high net worth clients
• A professional and friendly phone presence
• Superior verbal and written communication skills
• Typing proficiency
• Excellent with editing/grammar/spelling

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Boston, MA 02210: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Administrative: 3 years (Preferred)

Work Location: In person

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