Executive Assistant

3 weeks ago


Andover, United States SNI Companies Full time
Job Description
Executive Assistant - Financial Advisor/ Wealth Management Firm
We are seeking a dedicated Executive Assistant to join our dynamic team at a rapidly expanding Financial Planning and Employee Benefits firm. The successful candidate will play a pivotal role in managing crucial operations and providing exceptional support to our clients. Key responsibilities include:
  1. Crafting compelling presentations using PowerPoint, Excel, and Word for client meetings.
  2. Handling the completion of financial and employee benefit planning documents, including data verification, entry, and proofreading.
  3. Offering prompt and knowledgeable assistance to clients regarding their employee benefit inquiries and issues.
  4. Managing business invoices by ensuring accuracy of transaction information and completing necessary documentation.
  5. Maintaining comprehensive records of client relationships, including budget, commission, and revenue data.
  6. Engaging with clients and prospects via phone and email communications.
  7. Organizing and overseeing the filing and maintenance of client data and files.
  8. Staying abreast of industry trends and developments in financial, retirement, and employee benefit planning through ongoing educational opportunities.
  9. Proactively contributing to the enhancement of the business department and firm reputation by effectively addressing client needs and requests.
Skills/Qualifications:
  • Minimum of 3-5 years of experience in a senior administrative capacity.
  • Background in financial services or related industry preferred.
  • Proficiency in Microsoft Office suite.
If you are a detail-oriented professional with excellent organizational skills and a passion for client service, we encourage you to apply for this exciting opportunity. Join us in making a meaningful impact on our clients' financial futures.

  • Andover, United States The Davis Companies Full time

    The Executive Assistant provides high-level administrative support to senior executives by handling information requests, performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. We are looking for someone who is highly organized, detail-oriented, and possess excellent...


  • Andover, United States The Davis Companies Full time

    The Executive Assistant provides high-level administrative support to senior executives by handling information requests, performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. We are looking for someone who is highly organized, detail-oriented, and possess excellent...


  • Andover, United States Raytheon Full time

    **Date Posted**: 2024-05-23 **Country**: United States of America **Location**: MA101: Andover MA 350 Lowell St Essex 350 Lowell Street Essex, Andover, MA, 01810 USA **Position Role Type**: Hybrid At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression....


  • Andover, Massachusetts, United States Shawsheen Coating & Converting Inc. Full time

    Shawsheen Coating & Converting Inc. seeks an industrious and self-motivated Custodian & Maintenance Assistant to join our team in Andover, Massachusetts. The Custodian & Maintenance Assistant will be instrumental in ensuring the cleanliness and maintenance of the facility, including grounds and fixtures, in addition to contributing to a safe working...


  • Andover, United States MEERA Enterprises Full time

    ** RETAIL SALES ASSISTANT** * Location * Date February 11, 2016 * Job Type Full Time Description **Responsibilities:** Plans and coordinates with team members in terms of the distribution and execution of duly approved sales and marketing strategies, within the assigned retail stores in order to achieve annual sales goals, profitability and maintain...


  • Andover, United States Andover Public Schools Full time

    DescriptionWorking under the direction and in collaboration with the Executive Director of Special Services provides leadership, administrative support, and supervision to the Districts out-of-district placements, as well as to other daily operational functions of the Special Services Department.ResponsibilitiesEstablish and communicate Districts philosophy...


  • Andover, United States NEEDS Center Full time

    Job DescriptionJob DescriptionSalary: The Information Technology Support Staff (ITSS) is responsible for assisting NEEDS Center users with technical issues or questions relating to computer hardware, mobile devices and software. Their duties include handling support tickets, taking phone calls or communicating with users through messaging platforms, helping...


  • Andover, United States Raytheon Full time

    **Date Posted**: 2024-04-22 **Country**: United States of America **Location**: MA101: Andover MA 350 Lowell St Essex 350 Lowell Street Essex, Andover, MA, 01810 USA **Position Role Type**: Onsite **About us**: At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and...

  • RN Supervisor

    1 month ago


    Andover, United States Network Human Services Full time

    Job DescriptionJob Description$5,000 SIGN ON BONUSSCOPE OF RESPONSIBILITYThe Nursing Supervisor is responsible for overseeing the health and wellbeing of the clients, as well as assisting in developing medical policies/procedures, in-service training, and supervision of personnel in regards to medical issues and medication administration under the oversight...


  • Andover, United States Town of Andover Full time

    Job DescriptionJob DescriptionDescriptionUnder the direct supervision of the Executive Director of Special Services or his/her designee and in collaboration with building principals, assist in providing high quality programming and delivery of service for elementary and middle school students with diverse special needs.Responsibilities1. Manage and supervise...


  • Andover, United States Turck Inc. Full time

    **Regional Sales Manager - Minneapolis, MN** November 8, 2021 **Regional Sales Manager** Minneapolis, MN, US **QUALIFICATIONS:** The job requires a 4-year degree and seven years of related experience or equivalent. Must have knowledge of electrical controls and the automation market. Must be able to work with a variety of people. Demonstrates proficiency in...

  • Police Officer

    1 month ago


    Andover, United States Andover Police Department Full time

    There is a modified selection process for certified applicants. **Responsibilities**: - Enforce laws and ordinances to maintain public safety and order - Patrol assigned areas to deter crime and provide a visible presence - Respond to emergency calls and provide assistance as needed - Conduct investigations, gather evidence, and make arrests when...

  • Sales Associate

    7 days ago


    Andover, United States Rockys Ace Hardware Full time

    Position Summary: This sales associate position is responsible for maintaining helpful customer service, processing sales quickly, accurately and efficiently and performing cash register operations. The sales associate position is responsible for the operations of our store and plays a key role in providing Amazing customer service by engaging the customer...


  • Andover, United States livingHR Full time

    Company Description Our client is an exciting technology company looking for a TA Coordinator to join their Human Resources team! Salary: $65k annualJob Description As a Talent Attraction Coordinator, you will play a vital role in supporting and improving our company's talent attraction efforts. Responsibilities will involve providing essential coordination...

  • Hardware Engineer

    1 month ago


    Andover, United States Engtal Full time

    My client is the world’s leading manufacturer of commercial plumbing systems and has been in operation since 1906. We are at the forefront of the green building movement and provide sustainable restroom solutions. We manufacture water-efficient products including flush valves, electronic faucets, soap dispensing and sink systems along with vitreous china...

  • Hardware Engineer

    1 month ago


    Andover, United States Engtal Full time

    My client is the world’s leading manufacturer of commercial plumbing systems and has been in operation since 1906. We are at the forefront of the green building movement and provide sustainable restroom solutions. We manufacture water-efficient products including flush valves, electronic faucets, soap dispensing and sink systems along with vitreous china...


  • Andover, United States Andover Court Full time

    If you are looking to join a dynamic team and are passionate about serving seniors, then we have the right opportunity for you! Andover Court Assisted Living is seeking PRN Certified Nursing Assistants to work 1st, 2nd or 3rd shifts. We offer competitive wages and excellent benefits and a shift differential to work 2nd and 3rd shift. Purpose The CERTIFIED...

  • Patrol Officer

    4 weeks ago


    Andover, United States Town of Andover, NH Full time

    Job DescriptionJob DescriptionThe Town of Andover is seeking candidates for the position of a full-time Police Officer. Andover is the quintessential small town with a population of approximately 2,500 people and is located in Merrimack County. The Town offers a competitive benefits package. The salary range is depending on qualifications and experience. The...

  • Buyer

    3 weeks ago


    Andover, United States Dynamic Sealing Technologies, Inc. (DSTI) Full time

    Job DescriptionJob DescriptionDynamic Sealing Technologies, Inc. (DSTI) of Andover, MN is looking to hire a full-time Buyer. As a Buyer at DSTI you are primarily responsible for procuring critical raw materials, hardware, seals, bearings, electrical components and outside services to support sales quoting as well as manufacturing operations.Typical Buyer...


  • Andover, United States AZ Corporation Full time

    POSITION SUMMARY:The Electrical Project Manager will report directly to the Electrical Operations Manager as well as Senior Leadership. The position encompasses a variety of responsibilities relating to project management, strategic planning, and client customer service.POSITION RESPONSIBILITIES:Electrical Project ManagerProject Management for various...