Job Description

Job Description

Our client, a boutique Wealth Management Firm, is seeking a dynamic Executive Assistant with a client-first mentality to join the team. This individual will provide hands-on support to the firm's founder and the remainder of the company while providing white glove support to the firm’s clients. This is a great opportunity to join a growing wealth management firm.

Job Details

COMPANY: Wealth Management Firm

POSITION: EA to the Founder

LOCATION: Hudson Yards, NYC

SALARY: $75-90K DOE plus 6-month review pay increase, benefits and summer Fridays

HOURS: 9:00am-5:30pm

HYBRID: 5 days in office required for the first six months and flexibility to work from home one day a week after

EDUCATION: Bachelor's degree preferred

Responsibilities

• Provide administrative support to Founder (calendar management, travel arrangements, projects etc.)
• Email management: Review and respond to all emails in a timely fashion and spearhead responses for all types of client communication and escalate communications when necessary
• Phone management - Answer and screen all incoming phone calls
• Text communication - review texts in our group texting platform and respond when appropriate
• Check the mail daily, shred confidential documents, and scan relevant mail into the system.
• Assist in maintaining a tidy and organized office space, including watering plants and organizing drawers and cupboards.
• Organize special events for clients such as dinners, galas, etc and organize office holiday party
• Collect invoices for expenses

Requirements

• A minimum of 2 years of experience in a direct support or hospitality role
• Client-first mentality and a desire to learn from a growing team
• High-level of technological aptitude
• Centered around the core tenets of confidentiality, reliability, and hospitality
• Proactive approach to learning new skills

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