McVittie Financial Advisors Newton

Newton “Mom Hours” Job!

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.

McVittie Financial Advisors Newton

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 for more information or to submit your application and salary expectations.


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