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Commonwealth Financial Network Executive Assistant, Commonwealth Cares Foundation, Part-Time in Waltham, Massachusetts

Are you passionate about supporting your community? Are you looking for a sense of purpose in your next opportunity? We are looking for an administrative professional who is eager to help our foundation make an impact in our communities.

Commonwealth Cares is a 501(c)(3) charitable organization established by Commonwealth Financial Network® to serve the communities where its employees and affiliated advisors work, live, and visit. We are committed to providing contributions of time, talent, and financial support to a wide range of philanthropic efforts aimed at relieving human suffering, promoting social and economic growth, and sustaining and protecting our planet’s resources.

As an executive assistant, you will attend board meetings, administer grants, and support home office employees with giving back efforts. You will use your attention to detail and organizational skills as you track donations, spending, and charitable impact.

Key responsibilities

  • Receiving and managing grant requests from Commonwealth financial advisors, employees, and Commonwealth Cares board members, as well as writing checks, sending grant letters, and processing grants

  • Tracking, logging, and depositing incoming funds, outgoing grants, and expenses with direction from the treasurer of Commonwealth Cares

  • Coordinating and attending board of directors meetings and documenting meeting minutes

  • Analyzing foundation impact by tracking supported charities, advisor employee efforts, and reoccurring donations

  • Providing data to the Commonwealth Cares executive director to support strategic decision-making by the board of directors

  • Collaborating with home office employees to facilitate giving back events

  • Writing, editing, and sending communications related to Commonwealth’s giving back efforts and assisting in managing the internal communications strategy and schedule

  • Ordering Commonwealth Cares program supplies and submitting and monitoring the executive director’s expense reports within Commonwealth

  • Supporting the Commonwealth Cares executive director on ad hoc projects and communicating any issues or problems that arise

Core strengths

  • Highly organized, adaptable, and detail-oriented

  • Bookkeeping skills and experience

  • Flexible with a strong work ethic

  • Able to thrive in a fast-paced environment

  • Self-driven and willing to take initiative to see that the job gets done

  • Strong problem-solving skills and ability to think quickly

  • Excellent interpersonal and communication skills and an open, professional, and friendly demeanor

Please note: This is a part-time position, working 20 hours per week.

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

Picture Yourself Here

Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression.

We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways. Where you can be yourself and belong. Where you can build a career and find community.

At Commonwealth, everyone plays a part in our success story—and in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. Come join us on the pathway to a brighter future!

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Seven Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source candidates from all backgrounds.

ID: W-2021-018

External Company Name: Commonwealth Equity Services, Inc.

External Company URL:

Street: 29 Sawyer RD