Executive Assistant

Please Note: We have ONE opening for an Executive Assistant that can be based in one of our many office locations: Boston, MA - Charlotte, NC - Wayne, PA - Westwood, NJ

Why work at Modera Wealth?

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 fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for an Executive Assistant to with 5+ years of experience providing comprehensive support to multiple executives. This dynamic position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality.

Responsibilities:

• Provide sophisticated calendar management: Prioritize inquiries and requests while troubleshooting scheduling conflicts, make judgements and recommendations to ensure smooth day-to-day engagements
• Act as a liaison and provide support to members of the Executive Committee: Serve as coordinator (including arranging and handling all logistics) for meetings and other executive events and meetings
• Complete a broad variety of administrative tasks: Maintaining contact lists, making travel arrangements, completing expense reports, assisting with special projects
• Work closely with all members of the Executive Committee to keep them informed of upcoming commitments and responsibilities, following up as appropriate
• Provide event management support as requested
• Cover tasks and responsibilities for other CSS/CSA when they are out of the office.
• Multi-task, organize and complete all other projects as assigned by multiple members of the executive committee

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:

• Confident Humility – a quintessential team player, willing to do whatever it takes to get the 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

Qualifications:

• Bachelor’s degree, preferred
• Significant executive support experience, 5+ years, including supporting multiple executives at once
• High degree of professionalism in dealing with various groups of people, including Board Members, the Executive Committee, staff, and clients
• Ability to complete a high volume of tasks and projects with little to no guidance
• Ability to react with appropriate urgency to situations and events that require quick response or turnaround
• Ability to maintain a high level of integrity and discretion in handling conditional information

Skills and Competencies:

• Demonstrated capacity to think and work proactively and strategically in resolving challenges
• Expert proficiency with Microsoft Office
• Exceptional organizational skills and impeccable attention to detail
• Excellent written and verbal communication skills
• Team player; ability to interact effectively with multiple levels of the organization and maintain strong relationship with peers, internal clients, and external parties
• Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods
• Personable, warm, engaging; Client first attitude

Benefits:

• Competitive based salary
• Performance based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, and more
• Generous PTO and leave policies
• Opportunities for professional growth and continuing education
• Partial remote work
• Salary Range: $80,000-115,000
• Pay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role

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 www.ModeraWealth.com.

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 (www.adviserinfo.sec.gov). 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.