Executive Assistant

Job Summary

We are seeking an organized, personable, and proactive Executive Assistant to join our wealth management team. You will directly support senior leadership with efficiency to ensure smooth daily operations. Your energetic approach and exceptional organizational skills will help drive productivity and foster a professional environment. The ideal candidate is detail-oriented, tech-savvy, and excels at multitasking. This paid position offers an exciting opportunity to contribute to a thriving organization while honing your office management expertise.

Duties

• Manage calendars for executive leaders with precision and efficiency
• Interact with existing & prospective high net-worth clients with professionalism and warmth
• Occasionally organize travel arrangements, itineraries, and accommodations for leadership as needed

Experience

• Proven experience in a client-facing role
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Excellent organizational skills
• Communicative, dependable, and reliable
• Experience using Salesforce or other CRM
• Strong phone communication skills coupled with professional phone etiquette and client support experience
• Personal assistant experience or office experience that highlights time management, proofreading, and technical proficiency

Join us to be part of an energetic team dedicated to excellence! This role offers the chance to develop your administrative expertise while supporting leadership in a vibrant workplace. We value proactive individuals who thrive on organization, communication, and delivering exceptional service every day.

Pay: $20.00 - $30.00 per hour

Expected hours: 5.0 – 10.0 per week

Benefits:

• Flexible schedule

Work Location: Hybrid remote in New York, NY 10104