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Commonwealth Financial Group · 1 day ago

Office Manager / Executive Assistant

Boston, MA

Full-time

Onsite

Mid Level

$55K/yr - $65K/yr

Commonwealth Financial Group is seeking a dedicated and highly organized professional to serve as a combined Office Manager and Executive Assistant at their flagship Boston office. The role involves ensuring the smooth day-to-day operations of the office while providing high-level administrative support to three senior executives.

Financial ServicesRisk ManagementWealth Management

Growth Opportunities

Responsibilities

Provide administrative and operational support to three senior executives

Manage calendars, proactively schedule meetings, and coordinate logistics

Handle email correspondence and draft communications on behalf of the executives

Prepare reports and meeting summaries with key takeaways and action items

Assist with executive travel planning, event logistics, and project follow-up

Maintain confidentiality and professionalism in all communications

Create a welcoming, safe, and professional office environment

Greet and assist guests, clients, and employees in a warm and engaging manner

Oversee mail and package management and check processing following FINRA guidelines

Manage conference rooms, reservable spaces, and office event setups (food, A/V, etc.)

Liaise with building management and external vendors

Maintain office supplies, kitchen inventory, and workspace cleanliness

Support onboarding logistics for new staff, advisors, and team members

Ensure compliance with labor law postings and other regulatory requirements

Maintain electronic filing systems and databases

Copy, scan, and distribute documents as needed

Prepare internal and external correspondence

Support miscellaneous administrative and special projects across departments

Qualification

Microsoft Office SuiteMultitaskingWritten communicationVerbal communicationFinancial services knowledgeCustomer service orientationProfessionalismConfidentialityProblem-solving