Location: Worcester, MA

Employment Type: Full-Time, Onsite with Remote Flexibility

Bartlett Wealth Management (BWM), part of the Libre Advisor Network, seeks a dedicated Investment Administrative Assistant to support the BWM President/Investment Advisor with client account management, correspondence, and administrative duties. The successful candidate will serve as a first point of contact for clients and assist with managing their accounts and inquiries. This position offers a dynamic, fast-paced small work environment and requires a strong focus on customer service, organization, and communication.

Client Support & Communication:

Serve as the primary point of contact for clients, handling inquiries via phone, email, and written correspondence. Assist with client account management, ensuring smooth communication and follow-up.

Scheduling & Time Management: 

Coordinate the Advisor’s calendar, scheduling client meetings, business meetings, and staff meetings. Prepare necessary documents for meetings and client follow-up.

Client Service & Problem Resolution:

Address and resolve client service issues, such as problems with statements or transactions. Provide timely solutions and escalate matters when necessary to ensure client satisfaction.

Quality Control & Compliance: 

Review and ensure all paperwork, policies, and procedures comply with financial and compliance standards.

Administrative Duties: 

Perform light office management tasks including ordering office supplies, reconfirming appointments, and coordinating business lunches.Assist with general administrative functions to support the Advisor’s needs.

Team Collaboration: 

Serve as a liaison with other Advisors and staff in Connecticut, Vermont, Rhode Island, and New Hampshire. Participate in ad-hoc projects as needed.

Education: Bachelor’s Degree is strongly preferred.

Experience: 

Approximately 2-4 years of professional experience in financial services, investment management, or a similar industry. Securities and insurance licenses are preferred or the willingness to obtain them within the first year. Strong working knowledge of financial products and services is important.

Skills & Competencies: 

Strong organizational skills with the ability to handle multiple tasks and prioritize effectively. Must be self-motivated, resourceful, and dedicated to providing exceptional service. Proficiency in Microsoft Word, Excel, and PowerPoint; ability to learn new software programs. Familiarity with social media platforms (e.g., LinkedIn, Instagram) is a plus.

• Approximately 15-20% travel may be required periodically.
• You must be able to pass an FBI background check and the Massachusetts Criminal Offender Record Information (CORI)

Join a team that values customer service, professionalism, and work-life balance. At Bartlett Wealth Management, part of Libre Advisor Network, we offer a collaborative work environment where each team member plays an integral role in the success of all of our clients. If you are looking for a rewarding career with opportunities for growth and flexibility, we would love to hear from you.

To be considered for this role, please email your resume to careers@libreadvisor.com and we will contact you.

Please ensure you include the job title in the subject line, e.g., "Resume for Investment Administrative Assistant Role."