Civic Financial: Firm Overview
Civic Financial is a full-service, multi-generational financial planning firm serving high and ultra-high net worth families. We are a rapidly growing firm, offering tremendous career growth potential and opportunity for positive community impact. Our CEO has twice been named to the Forbes list of top financial security professionals in the country, and we continue to receive national recognition for our planning work.
We have four core values as a firm that we look for in growing our team: a Civic mindset, a growth mindset, hard work, and taking ownership of one’s work.
Role Description: Executive Assistant
We have an opening for a candidate to join our operations team as the executive assistant to the two founding partners of the firm. The successful candidate will be exceptionally organized and proactive.
He/she will take ownership of administrative duties, create systems for written and verbal correspondence, serve as a point person for overall efficiency of the firm, and act as an extension of advisors for certain client facing opportunities.
Job Duties:
Requirements:
Job Type: Full-time
Pay: $80,000.00 – $200,000.00 per year
Benefits:
Schedule:
Work Location: Hybrid remote in Boston, MA 02116
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