Administrative Assistant

About Modera Wealth Management: Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership. We are seeking individuals who embody Modera's core values: Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others Trusted Relationships – Supportive and authentic with mutual respect for colleagues In addition, the ideal candidate: Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging. Is extremely organized with excellent attention to detail. Is capable of prioritizing and managing multiple tasks concurrently. Thrives in an environment focused on creative problem solving. Is an engaging and charismatic communicator. Has a passion for excellent service. Is a self-starter. Job responsibilities include but are not limited to: Oversee conference room calendars. Screen & direct all inbound phone calls and take messages as needed; greet and accommodate guests. Provide real-time scheduling support by booking appointments and preventing calendar conflicts; oversee the calendar for the wealth management team. Scan, file, and document organization of all incoming documents including daily mail. Follow processes & procedures related to client data gathering and document creation, assisting the client service team. Manage all tasks pertaining to the office environment including tracking/ordering supplies, organizing company documents and maintaining office appearance. Administer and prepare all out-bound mailings. Complete and track completion of client related tasks in an accurate and timely manner ensuring properly updating system software with client and other relation information. Initiate workflow processes and ensuring that checklists are generated and completed for meetings. This includes start-ups, annual reviews, initial meetings, termination, etc. Maintain polite and professional communication via phone, email, and mail. Assist Chief Compliance Officer with all compliance-related testing. Assist with planning and coordination of client events. Multi-task, organize and complete all other projects as assigned by management, prioritize projects, client needs and office procedures. Consistently maintain a high standard of customer service. Preserve client confidentiality. Qualifications for this position: Minimum associate degree. Minimum of 3+ years of experience in a registered investment advisory firm or financial services field. Proficiency with Word, Excel, and Outlook. Excellent written and verbal communication skills. Highly professional team player, able to work well with all levels of the firm, as well as with clients. Must be organized, meticulous, dependable, adaptable, detailed and service-oriented and able to multitask. Personable, warm, engaging; Client first attitude; Supports a team environment. Strong sense of professionalism and discretion required. Occasional travel may be required What we offer: Competitive salary commensurate with experience Performance-based bonus Safe Harbor 401(k) plan Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance Paid vacation Opportunities for professional growth and continuing education Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process. No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site ( A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.