4 wealth planner jobs found in Cambridge

Reporting to a Gift Planning Officer this full-time non-exempt position on the Harvard Gift Planning (HGP) team supports the work of two Gift Planning Officers. The Development Assistant serves as principal administrative contact and liaison for external and internal constituencies including donors, alumni, faculty, senior academic leaders, and Harvard University colleagues. Job-Specific Responsibilities: Provides administrative support to gift officers throughout the entire prospect management process including (but not limited to) prospect outreach, lead tracking and entering data into the alumni/donor database, data gathering and maintenance, scheduling, meeting preparation and follow-up on action items.    Achieves proficiency in the alumni/donor database to research prospects, organize data and produce reports. Regularly updates the alumni /donor database to ensure all information is entered accurately and timely. Maintains calendars for gift officers, organizes...

Reporting to the Deputy Provost and Chief of Staff, the Senior Executive Assistant to the Provost of Harvard University is a key member of the Provost’s support team. In partnership with the Chief of Staff, the Senior Executive Assistant ensures that the Provost’s administrative needs are met. Responsibilities include, but are not limited to: Provide high-level support and perform complex administrative duties with the highest degree of judgment, confidentiality, and timeliness. Develop and maintain systems and processes for managing the Provost’s administrative needs. Exercise significant independent judgment in managing the Provost’s complex calendar including reviewing and researching requests for the Provost’s time and recommending alternatives as needed. Respond quickly and efficiently to scheduling requests and changes. Work collaboratively with colleagues across the University and outside the University to identify and resolve conflicts.  Manage domestic and...

Important Note: This position will start hybrid (some on-campus/some remote work), with the transition to full on-campus work in Cambridge if required by the department. Employees will be expected to commute to the office in Cambridge as required. The Legal & Financial Assistant is part of a team of five administrative assistants in the Office of the General Counsel, reporting to the Department Administrator. The Legal Assistant provides day-to-day administrative support for seven OGC attorneys in their varied law practices. Typical duties and responsibilities include the following. Other duties may be assigned as needed. Job-Specific Responsibilities: Provides direct support for a group of University Attorneys, including complex calendar management, room-booking, correspondence, coordinating conference and travel arrangements (applying the relevant policies and guidance), processing expense reports and reimbursements, and management of electronic and paper legal...

Job Summary: Provides a wide range of administrative support to the Center for Middle Eastern Studies including receptionist duties, office administration, event logistics, and academic program assistance. Serves as main public representative of the Center to visitors and the general public and provides general office support for Center faculty, staff, and associates. Job-Specific Responsibilities: Responsibilities of this service-oriented role include, but are not limited to, Serve as Harvard CMES's public facing representative, answering the main telephone line, handling general inquiries about all aspects of CMES operations via the cmes@fas.harvard.edu main email line and greeting a disparate variety of visitors to the Center at the 'front desk". Fields inquiries from students, the general public, local academics, vendors and the media. Answer inquiries as appropriate and/or escalate to the proper person when needed.   Serve as CMES's facilities and building...