The Organization

Newton Financial Group is an independent wealth management firm that helps individuals, families, and business owners make confident, informed financial decisions. They take a relationship-first approach, offering personalized guidance in investment management, retirement planning, tax strategies, and more. With a strong focus on trust and transparency, the team is committed to simplifying complex financial matters and helping clients align their money with their values and goals.

The Position

As the Executive Assistant, you’ll play a key role in ensuring clients receive an exceptional experience from start to finish. Reporting directly to the Financial Advisor, you’ll support a wide range of operational and administrative tasks from managing schedules and client paperwork to coordinating meetings and maintaining digital tools. If you’re someone who thrives in a fast-paced, detail-oriented environment and enjoys helping others feel confident and cared for, this is a great opportunity to grow within a mission-driven, client-focused firm.

Responsibilities

Client Support & Communication: Respond to client inquiries via phone, email, and in person with professionalism and care. Follow up consistently and solve problems effectively.

Scheduling & Coordination: Schedule and confirm client appointments, meetings, and calls. Ensure calendars are current and organized.

Document Management: Prepare, organize, and complete all client paperwork, both in person and via Docusign, and maintain communication about account progress.

Back-Office Administration: Track and maintain accurate records in systems such as Redtail, Salesforce (MoneyEdge), and Microsoft Office. Log updates and report requests efficiently.

Marketing & Social Media: Keep the website and social media platforms up to date with events, market commentary, and relevant firm updates.

Investment Support: Under the direction of the Financial Advisor, provide market quotations, place trade orders, and rebalance accounts.

Reporting & Correspondence: Type and design written correspondence, reports, and other materials as needed. Legible handwriting required.

Technology & Platform Use: Utilize platforms such as Wealthport, Fidelity Institutional, MoneyEdge, Redtail, Riskalyze, and Microsoft Office Suite to support client and firm needs.

Team Engagement: Actively participate in internal meetings, industry trainings, and conferences as required. Represent the firm in a professional, courteous manner.

Qualifications

• Associate’s degree (or equivalent experience)
• 6+ months in an administrative, customer service, or financial support role
• Strong verbal and written communication skills
• Excellent time management, multitasking, and organizational abilities
• Comfortable using Microsoft Office Suite, CRM tools, and financial platforms
• Professional, proactive, and eager to learn and grow
• FINRA Series 7, Series 66, and Life/Health licenses preferred, or a willingness to pursue them

Compensation & Benefits

• Salary: $50,000–$60,000 annually, depending on experience
• 10 days PTO, 5 sick days, and paid holidays
• 401(k) with 3% employer match
• Opportunities for industry travel, training, and conferences