Senior Executive Assistant/Office Administrator

As an Executive Assistant and Office Manager, you will provide high-level support to assigned executives while overseeing the daily operations of the New York City office. The ideal candidate is a versatile, highly organized professional who can manage multiple priorities with discretion, urgency, and attention to detail. This role is critical to maintaining a smooth, productive, and professional work environment by ensuring administrative and office operations run seamlessly.

How You Will Provide Meaningful Contributions

Executive Assistant

• Provide hands-on, highly efficient administrative support to senior executives
• Manage complex calendars and provide end-to-end meeting support
• Schedule and coordinate internal, client, and vendor meetings
• Drive scheduling to maximize busy leaders’ time with a strong sense of urgency
• Schedule, coordinate, and support offsite meetings
• Manage confidential projects, initiatives, and sensitive client information
• Coordinate complex business travel and related itineraries
• Manage and complete expense reports accurately, on time, and in accordance with company policy

Office Manager

• Oversee the maintenance and organization of the office space, including supplies, furniture, equipment, and the overall office environment
• Address facility-related issues promptly to ensure a safe, comfortable, and efficient workplace
• Coordinate and oversee office moves, reconfigurations, or construction-related activities
• Facilitate effective communication across the organization and with external stakeholders
• Ensure timely distribution of office communications, announcements, and memos
• Partner with the Human Resources team to support office policy updates and new hire onboarding
• Manage the reception area and ensure a professional, welcoming experience for visitors
• Prepare workspaces for internal and external visitors, including security badges, visitor guidance, and onsite readiness
• Anticipate and support the needs of executives, clients, and employees visiting the New York City office
• Partner with Finance to support the office budget, track expenses, identify cost-saving opportunities, and manage purchase orders
• Build and maintain strong relationships with vendors, suppliers, and service providers
• Negotiate contracts and ensure timely delivery of services, repairs, maintenance, and supplies
• Organize and coordinate company events, onsite meetings, and executive gatherings, including logistics such as catering and workspace readiness
• Ensure office compliance with health and safety regulations and maintain related documentation
• Receive, sort, distribute, and file mail appropriately
• Establish and maintain efficient record management systems while ensuring document organization and confidentiality
• Answer direct phone calls, manage the office calendar, and coordinate deliveries

Basic Qualifications for Consideration

• Minimum of 5–7 years of experience providing direct administrative and executive support
• Proven experience with and strong working knowledge of travel systems, travel planning, calendar management, and event coordination
• Exceptional organizational skills with a high level of professionalism, discretion, and attention to detail
• Demonstrated process improvement experience and a mindset of continuous improvement
• Willingness to do what it takes to deliver high-quality work within tight timeframes
• Self-motivated with a strong sense of ownership and follow-through
• Strong analytical, communication, and problem-solving skills
• Resourceful and detail-oriented, with the ability to manage ambiguity, tight deadlines, and multiple priorities in demanding environments
• Proficiency in Microsoft Office, including advanced experience with Word and Excel

Preferred Skills, Experience, and Education

• Bachelor’s degree from an accredited four-year college or university

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed acc…