Banking and Financial Services Jobs in Medway, MA

Company Description

The Speech Improvement Company, established in 1964, has provided expert coaching and workshops to executives and leadership teams around the world. Specializing in communication and presentation skills, we empower clients to influence effectively, leverage persuasion techniques, and maximize their message's impact with optimal delivery and visual aids. Backed by a team of highly trained Executive Communication Coaches, the The Speech Improvement Company is dedicated to helping thousands of clients master communication and leadership strategies. The Speech Improvement Company continues to set the standard for high-level communication excellence.

Role Description

We are seeking a highly organized, proactive, and detail-oriented Office Manager to join our growing team. This role is ideal for someone who thrives in a fast-paced environment, enjoys wearing multiple hats, and takes pride in keeping operations running smoothly behind the scenes.

You will play a critical role in supporting leadership, managing administrative systems, overseeing Executive Assistants (EAs), coordinating billing processes, and helping onboard and support new coaches. If you are resourceful, collaborative, and energized by structure and problem-solving, we’d love to meet you.

This is a full-time, in-person position. Hours are 8:30am - 5:30pm Monday - Friday at our Framingham, MA office. Salary: $50,000 - $60,000.

Executive & Administrative Support:

·      Manage highly active calendars and scheduling across multiple coaches

·      Schedule clients, confirm meetings, and maintain accurate data entry

·      Monitor multiple coach email accounts and respond with professionalism and discretion

·      Provide EA backup and coverage 

·      Edit and proofread documents for accuracy and clarity

·      Prioritize new and existing tasks effectively in a dynamic environment

·      Support special projects and company-wide initiatives

Operations & Team Management:

·      Serve as Coach Liaison and primary point of contact for Executive Assistants

·      Lead weekly EA meetings and support daily problem-solving needs

·      Guide, empower, and manage the EA team

·      Hire and coordinate training and onboarding for new Executive Assistants as needed

·      Support and onboard new coaches

·      Assist with tasks as needed to support the team and leadership

Billing & Financial Coordination:

·      Partner with CFO on invoicing processes

·      Create and send invoices as client agreements are signed

·      Track per-session payments and maintain invoicing spreadsheets in SharePoint

·      Monitor the company finance email account daily

·      Participate in billing meetings and occasionally lead them to ensure accuracy

·      Ensure billing details are captured for all billable appointments

Qualifications

·      Bachelor’s or Associate’s degree preferred

·      2–3 years of administrative, operations, or executive support experience

·      Experience managing teams or overseeing support staff is a plus

·      Comfortable using Apple computers

·      Proficient in Microsoft Office, Excel, and Adobe Acrobat, & Zoom

·      Ability to quickly learn new software and web-based systems

·      Experience with SharePoint, invoicing systems, and WordPress preferred

·      Comfortable with video conferencing platforms

Skills & Attributes

·      Exceptional organizational and time management skills

·      Strong interpersonal and customer service skills

·      Clear, professional written and verbal communication

·      Ability to multitask and adapt in a fast-paced environment

·      Proactive thinker who anticipates needs

·      High level of discretion and professionalism

·      Ability to remain calm and effective in high-pressure situations

·      Team-oriented mindset with a willingness to contribute ideas and improvements

Why Join Us?

At The Speech Improvement Company, Inc., you’ll be part of a collaborative, mission-driven team committed to excellence and growth. This role offers the opportunity to take ownership, develop leadership skills, and make a meaningful impact on daily operations and long-term success.

REMOTE, Massachusetts based role- must live in the MA area! Administrative Assistant/ Client Service, Wealth Management, Remote (occasional meetings and errands between Framingham and Quincy). Benefits begin day one!

About the Company: stable and very well-established wealth management firm. This such a lovely group of people-they have almost no turnover! The people they have hired from us have raved about how warm and welcoming everyone is and how much they learned in a short period of time because of the effort folks make to educate on the nuances of the business. Firm working hours are 9-5, and culture represents great work/life balance!

What you'll do: join as the 4th person on a boutique team within the larger organization in direct support of a top producer at the firm who works remote in conjunction with an Advisor Assistant/ Sr. Client Service Specialist who’s been in the role a few years and whose role has grown over time. In this newly created role, you’ll take direction and workload from both this top producing Advisor and the current Assistant- and function as a backup point of contact and liaison between the Advisor their clients. In this role you will help with some first line administrative support including assisting with investment related paperwork and check processing. Manage bookkeeping tasks utilizing QuickBooks and various spreadsheets. Support Advisers and Staff with setup and ongoing IT and phone issues. Act as backup for the office based administrative staff including remote reception coverage as needed (they can forward the main line phones as needed- though this will be rare). Provide scanning and clerical support. In supporting the Advisor Assistant/ Sr. Client Service Associate, you may assist with any of the following: triage phone requests from clients, execute financial transactions, complete forms and documents for advisors, assist with the administration needs of onboarding of new clients. Alert clients regarding upcoming payments, shepherd client signatures on documents and coordinate their portfolio review meetings with the Advisors including scheduling the client appointments. Manage paperwork including creating and saving to electronic document library. Light administrative support including managing schedules and calendars for the Advisor.

About you: you have strong writing, organizational and multi-tasking skills along with great attention to detail and a friendly persona! One or more years of post-college experience as an administrative assistant or a client service or hospitality is ideal for this position, but they are flexible for the right person with less or more experience. You're looking for a long-term work "home" and will be happy to primarily work remote -you live in reasonable proximity to the Framingham to Quincy area for occasional in person meetings or shepherding signatures as needed and picking up documents from either location to bring to the other location as needed. This is a particularly strong practice within a very established firm and there's potential to grow as you become established. Ideally, you have proficiency with Office 365 and the ability to learn proprietary software packages.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.