Office Manager/Executive Assistant

We are seeking a dedicated and highly organized professional to serve as a combined Office Manager and Executive Assistant at our flagship Boston office. This full-time, in-office role will ensure the smooth day-to-day operations of the office while also providing high-level administrative support to three senior executives. The ideal candidate thrives in a fast-paced environment, demonstrates impeccable attention to detail, and excels at delivering exceptional service to both internal teams and external clients.

Key Responsibilities

Executive Assistant Support

· 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

Office Management

· 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

General Administrative Support

· 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

Qualifications and Skill sets

· Associate or bachelor’s degree

· Ability to maintain the highest level of confidentiality

· Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

· Excellent written and verbal communication skills

· Ability to multitask, problem-solve, and prioritize in a dynamic environment

· High level of professionalism, discretion, and customer service orientation

· Financial services industry experience or knowledge is a plus

Equal employment opportunity

Commonwealth Financial Group is an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Hiring Alert

Commonwealth Financial Group will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for the information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.