In
  • Full Time
  • Boston

Crestwood Advisors is a fast-growing wealth management firm that is seeking a Receptionist /Office Manager to join our energetic team.  Crestwood Advisors is a registered investment advisor with offices in Boston, MA & Fairfield County, CT that provides clients with comprehensive wealth & investment management solutions.

Crestwood Advisors strives to help clients exceed their financial goals by navigating and understanding the broader aspects of their complex financial lives. We truly value our clients and believe they deserve the highest quality client service. The ideal candidate for this position enjoys providing superior service, working as part of a team, and is willing to help others as needed.

Responsibilities include but are not limited to:

  • Perform front desk tasks utilizing superior interpersonal, verbal and written skills (answering phones, coordinating travel, maintaining and monitoring calendars, emailing with clients, etc.)
  • Plan and coordinate firm and client events
  • Coordinate, update/maintain firm’s website, LinkedIn page and client email communications
  • Update prospect information in Client Relationship Management system
  • Run & distribute reporting from Client Relationship Management system
  • Manage bill payments
  • General office manager duties such as ordering supplies, maintaining a well-run office

Key attributes and skills of the successful candidate are:

  • Strong attention to detail
  • Strong interpersonal, verbal, and written communication skills
  • Proficiency in Microsoft Office programs (Outlook, Word, and Excel)
  • Ability to multi-task and redirect energies as needed
  • Proactive personality and self-starter
  • Bachelor’s degree preferred but not required

This position requires someone who can communicate clearly and efficiently and enjoys a fast-paced environment where daily tasks must be started, stopped, and restarted with perfection like detail.

We offer an attractive compensation plan including a competitive salary, the opportunity for a bonus, and a full suite of benefits, along with the chance to be part of an authentic and energetic team! The firm will also consider support for further education and/or industry designations. Our culture is one that awards personal growth opportunities from strong performance.

To apply for this job email your details to jobs@crestwoodadvisors.com

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