McVittie Financial Advisors is looking for an office manager.
Candidates must be:
Client focused – understand and consider individual client situations when interacting with clients, responding to inquiries, setting work priorities and completing tasks.
Process oriented – follow and improve established procedures to manage the wide-ranging flow of information and materials that come into our office; be able to identify the information and required follow up.
Self-starting – take the initiative to solve problems, identify actions required and complete necessary tasks.
Organized – able to handle multiple tasks and projects simultaneously, and to manage client related materials and communications
Professional demeanor – pleasant, personable and professional in all interactions.
Excellent communicators – effective verbal and written communication skills including good spelling ability.
Computer skilled – with Microsoft Office, willing to master industry-specific software and able to provide clear answers to client questions about technology.
Compliance aware – sensitive to the regulatory and compliance requirements of the financial services industry and Massachusetts.
Industry knowledge – an understanding of the financial industry, particularly the regulatory environment, is a plus.
This is a part time position with flexible hours located in the Auburndale section of Newton near the Riverside T Station.
Please contact Elizabeth McVittie at office@mcvittiefinancial.com for more information or to submit your application and salary expectations.