Executive Assistant

Description

Job Title: Executive Assistant
Location: New York, NY
Department: Office of CEO
Reports To: Chief Executive Officer

POSITION SUMMARY

WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individuals think about workplace benefits— making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!

ROLE OVERVIEW

We are looking for a detail-oriented and dependable Executive Assistant to provide day-to-day administrative and office support at WealthPlus. This is a fully in-office role based in New York City (5 days per week). The position is focused on keeping our office running smoothly, ensuring the CEO’s schedule and administrative needs are well-organized, and working closely with the CEO’s Chief of Staff on a day-to-day basis. The ideal candidate is reliable, takes initiative on routine tasks, and takes pride in creating an organized office environment.

Key Responsibilities

Scheduling & Calendar Management

• Schedule and confirm internal and external meetings on behalf of the CEO
• Coordinate travel arrangements including flights, hotels, and ground transportation
• Screen and sort incoming communications and route to the appropriate party

Office Management

• Maintain and restock the office kitchen, supplies, and common areas on a regular basis
• Greet and direct visitors, candidates, and guests upon arrival to the office
• Manage incoming and outgoing mail, packages, and deliveries
• Place and track orders for office supplies, snacks, and miscellaneous office needs
• Coordinate with building management and vendors on routine office maintenance and service requests

General Administrative Support

• Manage reimbursements, expense reporting, and receipt organization for the organization
• Maintain organized digital and physical filing systems
• Assist with ad hoc projects for the CEO as needed
• Work closely with the CEO’s Chief of Staff on day-to-day coordination
• Provide general administrative support to the broader team as needed

Skills, Knowledge and Expertise

Required

• 2–4 years of experience in an administrative, executive assistant, or office coordinator role
• Strong organizational skills with a high attention to detail and follow-through on routine tasks
• Clear and professional written communication skills; comfortable drafting emails and correspondence
• Proficiency in Microsoft 365 (Outlook, Word, Teams) and general comfort with office technology
• Friendly, professional demeanor and comfort serving as a first point of contact for office visitors
• Ability to manage multiple day-to-day tasks and stay organized in a busy office environment
• Experience working with finance or accounting functions, such as expense tracking, receipt reconciliation, and coordination with a Controller or finance team

Preferred

• Experience in a startup or small office environment
• Prior experience managing office supply ordering or vendor coordination

Benefits

• Competitive base salary of approx $90,000 – $110,000, commensurate with experience
• Annual discretionary bonus and equity opportunities
• Comprehensive benefits package including medical, dental, vision, and paid time off
• Opportunity to be part of a core function within a fast-growing fintech platform

About WealthPlus

WealthPlus is a comprehensive workplace solution that’s reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we’re redefining how organizations and individua…