Executive Assistant

Our client, a wealth management firm in New York, NY is hiring an Executive Assistant to work with the head of the firm. Lead Advisor is a wealth management search firm and this role is to work for a client. For other roles go to Job Description:The Executive Assistant supports the day-to-day operations of the Managing Partner. The Executive Assistant manages all administrative tasks, facilitates effective communication, and maintains strict confidentiality at all times.Responsibilities include, but are not limited to:ResponsibilitiesManaging Partner Support• Ensure calendar is organized with all meetings and travel.• Book direct or through American Express, utilizing American Express points where needed.• Review list of meetings/one-on-ones/events, etc. to be added to calendar on a regular basis.• Color-code and track Managing Partner Time Study monthly.• Reinforce recruiting priority to schedule on calendar.• Veteran Advisor - breakfast or lunches scheduled (ask for referrals).Firm-Wide Communications• Prep & send weekly leaders email.• Prep & send monthly Production reports.• Organize, prep & send financial security planning contest tracking.• Manage and oversee other agency contests as needed.Event Coordination• Serve as the primary event coordinator and manage all logistical function for firm events, including:o Eastern Regional Meeting.o Annual All-Firm Meeting.o Executive Leadership Team Mid-Year Planning Retreat.o Executive Leadership Team 2-day Planning Retreat.o Miscellaneous Meetings - as needed (e.g., Home Office-invited speakers).Other Responsibilities• Ad-hoc support for C-Suite.• Serve as meeting record keeper in team meetings.• Partner and support firm initiatives including Diversity, Equity, & Inclusion (DEI) programs.• Serve on the firm's Culture & Philanthropy programs.• Manage the firm's annual Golf outing.Qualifications:• Bachelor's degree in business or an equivalent combination of education and/or responsible work experience.• 2-4 Years experience supporting executive level individuals.• Strong computer and keyboarding skills and Microsoft Office experience.• Excellent interpersonal skills.• Ability to multi-task with a high degree of organizational skills.• Excellent written and oral communication skills.• Ability to exercise good judgment.• Ability to maintain a strict degree of confidentiality.• Ability to take independent action to make sound decisions.• Ability to work effectively with people at all levels.Salary: 70-85k

Created: 2025-03-02