Job Posting

Administrative/Operations Coordinator

  • Location: Cambridge, MA
  • Type: Permanent
  • Job #4851

Well established boutique wealth management firm seeks a motivated, hard-working, detail-oriented individual to join our four-person team.  Our ideal candidate is highly proficient in Microsoft Office, very organized, enjoys multi-tasking and working with numbers, and possesses excellent verbal and written communication skills.

Responsibilities include: creating spreadsheets, revising, editing and proofreading forms and documents, office filing, handling phones, ordering supplies, maintaining databases and performing a multitude of other administrative and operations tasks.


  • Minimum 3-5 years work experience in a demanding fast paced environment
  • College degree preferred
  • Advanced computer competency
  • Strong MS Office skills – Word, Excel, PowerPoint and Outlook
  • Strong analytical skills. Must be a doer and a thinker.
  • Prior experience in financial service industry preferred
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