Company Description Windrose Advisors is a boutique wealth management firm founded in 2009. The Firm advises on approximately $4.1 billion of client capital invested across all asset classes. Our investment philosophy is rooted in deep experience across several market cycles and includes relationships with some of the world’s most sophisticated institutions. Windrose Advisors is a dynamic, growing firm focused on creating the perfect wealth management engine for ultra-high net worth families, foundations and endowments. Windrose Advisors encourages continuous learning and development, offering opportunities to grow within the organization.

Role Description The Administrative

Assistant / Office Manager is a full-time, hybrid role based in Waltham, MA, with flexibility for work from home on Mondays and Fridays. This position supports daily office operations, including managing calendars, coordinating meetings, handling incoming calls, and greeting visitors. Responsibilities

include organizing documents, maintaining office supplies, processing mail, and assisting with billing and expense reports. The role also involves assisting the client service team with client investment applications and documentation, as well as preparing correspondence and presentations while supporting senior

leaders with executive administrative tasks, and helping coordinate internal events and client meetings. The individual in this role ensures the office runs smoothly, maintains professional standards, and provides responsive administrative support to the team.

Qualifications

Strong Administrative Assistance and Clerical Skills to manage scheduling, records, document preparation, and general office support.
Professional Phone Etiquette and Communication skills for interacting with clients, vendors, and internal team members.
Experience with Executive Administrative Assistance, including calendar management, travel coordination, and meeting logistics for senior leaders.
Proficiency with common office software (e.g., Microsoft Office and Co-Pilot) and comfort with learning new tools and systems.
Excellent organizational skills, attention to detail, and the ability to prioritize multiple tasks in a fast-paced environment.
Demonstrated reliability, discretion, and ability to handle confidential information appropriately.
The right candidate will be flexible, reliable, professional, proactive and able to prioritize in an ever-changing environment.
A team player with a positive attitude able to work independently in a professional, team-oriented environment
Excellent written and oral communication with the ability to solve problems and mitigate/manage obstacles presented
Prior experience in an office management or administrative support role preferred; associate or bachelor’s degree in a related field is beneficial.

Windrose Advisors

Latest Jobs

Office Manager / Administrative Assistant