Executive Administrative Assistant

Company Description

Vento Tax & Wealth Management Group is a trusted advisor to individuals, couples, families, and business owners, helping clients build, grow, protect, and manage their wealth through personalized financial guidance.

Our integrated approach combines tax planning and wealth management to deliver strategies tailored to each client’s unique circumstances and long-term goals. Services include comprehensive financial planning, investment management, retirement planning, real estate investing, and specialized financial management and transition planning for professional practices.

The firm is based in Staten Island, NY, and is committed to providing personalized service, thoughtful guidance, and long-term financial strategies.

Securities are offered through Cetera Wealth Services LLC, member FINRA/SIPC, and advisory services are offered through Cetera Investment Advisers LLC, with Cetera operating under separate ownership.

Role Description

The Executive & Personal Assistant to the CEO is a full-time, on-site position based in Staten Island, NY. This individual will serve as the CEO’s trusted right hand, providing high-level executive and administrative support while helping manage communications, scheduling, priorities, and select personal responsibilities.

Responsibilities include managing the CEO’s calendar, coordinating meetings, appointments, and travel, preparing correspondence and materials from dictation and direction, reviewing and prioritizing incoming communications, and assisting with projects, follow-ups, and day-to-day business matters.

This role also involves regular interaction with clients, prospective clients, vendors, business partners, and team members by phone, email, and in person. The successful candidate must have a polished and professional phone presence, communicate confidently and courteously, and provide a high level of client service.

Additional responsibilities include maintaining organized records and documentation, handling confidential business and personal information, assisting with special projects, and providing backup administrative support to the team when needed.

Qualifications

•Minimum of 4 years of experience supporting a CEO, business owner, senior executive, or C-suite leader.

• Must be available to work full-time and on-site in Staten Island, NY . Candidates residing in Staten Island or the surrounding area are strongly preferred.

•Exceptional written, verbal, and interpersonal communication skills.

•Professional phone etiquette and the ability to communicate confidently and courteously with clients, vendors, and business professionals.

•Typing proficiency of 75 or more words per minute.

•Strong organizational, time-management, project-management, and multitasking abilities.

•Ability to prioritize competing responsibilities and manage deadlines in a fast-paced environment.

•High level of professionalism, discretion, sound judgment, and confidentiality.

•Advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.

•Ability to work independently, anticipate needs, take initiative, and follow through on responsibilities.

•Experience in wealth management, financial services, tax, accounting, legal, or another professional-services environment is preferred.

•Familiarity with CRM systems, workflow-management software, event coordination, and client-facing communications is beneficial.