<p>CW Advisor Opportunity in Financial Services</p> <p>Executive Assistant</p> <p>Location: Boston Seaport (On-site, Monday-Thursday, WFH Friday)</p> <p>Department: Executive Office</p> <p>Reports To: Chief Executive Officer (CEO)</p> <p>Compensation Range: $45K - $50K</p> <p>Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.</p> <p>Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.? To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits</p> <p>Position Overview</p> <p>We are seeking a polished, proactive, and highly organized Executive Assistant & Office Manager to provide executive-level administrative support to the CEO and leadership team, while overseeing the smooth day-to-day operations of our Boston headquarters. This role is ideal for a professional who thrives in a client-centric environment and takes pride in delivering seamless support, exceptional attention to detail, and a warm, professional presence as the face of the firm.</p> <p>Key Responsibilities</p> <p>Executive Support</p> <ul> <li> <p>Provide direct administrative support to the CEO and leadership team, including calendar management, meeting coordination, travel arrangements, and expense reporting.</p> </li><li> <p>Prepare, proofread, and edit correspondence, presentations, and reports for internal and external audiences.</p> </li><li> <p>Anticipate executive needs, exercise sound judgment, and maintain a high degree of confidentiality.</p> </li><li> <p>Coordinate leadership and firmwide meetings (in person and virtual), including logistics, catering, materials, and technology setup.</p> </li><li> <p>Serve as a liaison between the executive team and internal departments, clients, and partners.</p> </li></ul> <p>Office Management</p> <ul> <li> <p>Oversee day-to-day operations of the Boston office, ensuring a professional, welcoming, and efficient environment.</p> </li><li> <p>Manage front desk and reception duties, including registering and greeting clients and visitors, handling mail and deliveries, and maintaining conference room schedules.</p> </li><li> <p>Partner with IT, Facilities, and HR to support onboarding, technology setup, and space planning for new hires.</p> </li><li> <p>Maintain office supplies, vendor relationships, and service contracts.</p> </li><li> <p>Coordinate office events, client meetings, and HR employee engagement activities at the Boston location.</p> </li></ul> <p>Administrative & Operational Support</p> <ul> <li> <p>Support communications and special projects led by the CEO or leadership team.</p> </li><li> <p>Track and manage key operational tasks, deadlines, and follow-ups on behalf of the executive office.</p> </li><li> <p>Assist with expense management, invoice processing, and light reporting as needed.</p> </li></ul> <p>Qualifications</p> <ul> <li> <p>Bachelor's degree or equivalent experience.</p> </li><li> <p>5+ years of executive administrative experience, preferably in financial services, professional services, or wealth management.</p> </li><li> <p>Exceptional communication, organization, and interpersonal skills.</p> </li><li> <p>High degree of professionalism, discretion, and emotional intelligence.</p> </li><li> <p>Strong proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and video conferencing tools (Teams/Zoom).</p> </li><li> <p>Ability to manage multiple priorities with poise and attention to detail.</p> </li></ul> <p>Equal Opportunity Employer</p> <p>Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.</p> <p>Eligibility</p> <p>Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.</p> <p>Unqualified Applications</p> <p>Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.</p> <p>Recruiting Agencies</p> <p>Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.</p>