Executive Assistant

About the Role

A dynamic and growing financial advisory firm is on a mission to help clients achieve their most ambitious financial goals. Since 1995, it has built a reputation for independence, innovation, and deep client relationships, now managing over $29 billion in assets. They are seeking a dedicated Executive Assistant to join the team in support of the CEO and President.

Who You Are

• Experienced Executive Assistant with 5-7 years of experience in supporting senior leaders, ideally in financial services or insurance
• Highly proficient in Microsoft Outlook, Word, and PowerPoint
• Organized, adaptable, and able to manage competing priorities
• Discreet and dependable, with a strong sense of initiative
• Skilled communicator and relationship builder across teams

What You'll Do

• Manage executive calendars and departmental schedules
• Prepare presentations, spreadsheets, and other business documents
• Organize meetings and events, ensuring all logistics are handled smoothly
• Coordinate travel logistics including transportation, lodging, and meeting arrangements
• Maintain CRM records and ensure compliance with company standards
• Support internal communications and assist with marketing initiatives
• Handle confidential matters and provide general administrative support

What Success Looks Like

• Executive schedules and travel plans are flawlessly executed
• Communications and materials are timely, polished, and professional
• Office operations run smoothly and records are consistently accurate
• You demonstrate initiative, reliability, and sound judgment in all tasks
• You're viewed as a trusted partner and resource across the organization

Pay

$110,000 – 130,000 annually, based on experience

Schedule

Hybrid – New York, NY