Executive Assistant

Position Summary & Overall Purpose

Exciting opportunity to support 2 senior executives at a thriving wealth management and insurance services firm. An ambitious and highly professional Executive Assistant is needed to provide a range of administrative support. The ideal candidate will have a background in financial services or insurance. This role will office out of both Stamford, CT and New York, NY.

Key Responsibilities

• Complex daily calendar management
• Coordinate calendars by forecasting commitments and identifying potential scheduling conflicts. Demonstrate flexibility and problem-solving abilities to adjust or prioritize schedules based on sensitive matters and/or last-minute changes.
• Send and manage meeting invitations, confirm participants, and adjust schedules as priorities shift.
• Meeting management
• Plan and prepare for key meetings by crafting agendas and coordinating logistics.
• Reserve and manage conference rooms.
• Draft emails and other business communications on the executives’ behalf.
• Responsible for greeting external meeting attendees, fielding phone calls, reviewing incoming mail.
• Travel & logistics/Expense Management
• Arrange domestic and international travel using Concur - including flights, car service, hotels, and dining reservations. Develop itineraries/agendas and book meeting accommodations.
• Track expenses and prepare expense reports regularly in Concur to ensure timely reimbursement.
• Events
• Support coordination of in-office and offsite team events, leadership meetings, and executive-sponsored gatherings.
• Work with event coordinator and other EAs. Assist in managing logistics including venue, catering, materials, and attendee communications.
• For certain events, serve as the point of contact for event vendors and internal partners during planning and execution.
• Additional Support
• Working alongside the executive to manage special projects and ad-hoc requests.
• Work closely with the EA to the COO, EA to the Chief Strategy Officer, and the Executive Leadership Team to provide unified support.
• Maintain confidentiality on all business matters and work independently on special assignments.
• Provide a bridge for smooth, accurate communication between the executives’ office and internal departments, demonstrating leadership to maintain credibility, trust and support.
• Participate in regular departmental meetings and training and development sessions as directed.

Qualifications & Experience

• Bachelor’s degree or equivalent experience
• High level of professionalism with proven experience (7+ years) supporting a C-suite or senior executive in a fast-paced environment
• Proficient in Microsoft office (Outlook, Word, Excel, PowerPoint, One drive, CoPilot and Teams), Zoom, Concur, LinkedIn Learning
• Develop a high level of knowledge in navigating our internal Customer Relationship Management system (FieldTech)
• Exceptional organizational skills and attention to detail
• Excellent communication (verbal and written) and interpersonal abilities
• Strong judgment and discretion with sensitive information and stakeholder relationships
• Motivated self-started with demonstrated ability to problem-solve, manage competing priorities, anticipate needs without being asked
• Highly flexible due to nature of working in a fast-paced corporate environment
• Team-oriented and collaborative, with the ability to work independently

What We Offer

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

Actual Base Salary Range

The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. The base salary range for this position is $100,000 – $140,000.

Additional Information

NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer. Please visit https://www.NFP.com to learn more about us.