Executive Assistant

Modera Wealth Management•Boston, MA

15h•$80,000 - $115,000•Hybrid

About The Position

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. We are looking for an Executive Assistant to with 5+ years of experience providing comprehensive support to multiple executives. This dynamic position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality.

Requirements

Significant executive support experience, 5+ years, including supporting multiple executives at once
High degree of professionalism in dealing with various groups of people, including Board Members, the Executive Committee, staff, and clients
Ability to complete a high volume of tasks and projects with little to no guidance
Ability to react with appropriate urgency to situations and events that require quick response or turnaround
Ability to maintain a high level of integrity and discretion in handling conditional information
Demonstrated capacity to think and work proactively and strategically in resolving challenges
Expert proficiency with Microsoft Office
Exceptional organizational skills and impeccable attention to detail
Excellent written and verbal communication skills
Team player; ability to interact effectively with multiple levels of the organization and maintain strong relationship with peers, internal clients, and external parties
Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods
Personable, warm, engaging; Client first attitude

Nice To Haves

Bachelor’s degree, preferred

Responsibilities

Provide sophisticated calendar management: Prioritize inquiries and requests while troubleshooting scheduling conflicts, make judgements and recommendations to ensure smooth day-to-day engagements
Act as a liaison and provide support to members of the Executive Committee: Serve as coordinator (including arranging and handling all logistics) for meetings and other executive events and meetings
Complete a broad variety of administrative tasks: Maintaining contact lists, making travel arrangements, completing expense reports, assisting with special projects
Work closely with all members of the Executive Committee to keep them informed of upcoming commitments and responsibilities, following up as appropriate
Provide event management support as requested
Cover tasks and responsibilities for other CSS/CSA when they are out of the office.
Multi-task, organize and complete all other projects as assigned by multiple members of the executive committee