Office Manager/Executive Assistant
Company: Commonwealth Financial Group
Location: Boston
Posted on: January 21, 2026
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Job Description:
Job Description Job Description 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.
Keywords: Commonwealth Financial Group, Boston , Office Manager/Executive Assistant, Administration, Clerical , Boston, Massachusetts