Our client, a rapidly growing wealth management firm, is seeking a Team Executive Assistant / Administrative Assistant to support a group of Advisory professionals. This is a highly visible role requiring strong organizational skills, attention to detail, and the ability to operate effectively in a fast-paced, client-focused environment.
The ideal candidate is polished, proactive, and service-oriented, with experience supporting multiple professionals and managing competing priorities. This role requires someone who is a strong communicator, comfortable interacting with senior stakeholders and clients, and able to anticipate needs while maintaining a high level of discretion. The right person will thrive in a collaborative environment and enjoy being a key partner to their team. This role is hybrid 4x a week in their Midtown office.
RESPONSIBILITIES:
- Provide comprehensive administrative support to a team of Advisory professionals
- Manage complex calendars, scheduling internal and external meetings
- Coordinate meeting logistics including conference rooms, videoconferencing, and catering
- Prepare and organize materials for meetings and client interactions
- Arrange domestic travel including flights, hotels, and transportation
- Prepare and submit expense reports using Concur
- Track deliverables, follow-ups, and key deadlines for the team
- Serve as a point of contact for internal and external stakeholders
- Assist with client-related coordination and communications
- Partner with internal administrative and hospitality teams to support events and office initiatives
- Support ad hoc projects and team needs as they arise
REQUIREMENTS:
- 3–7+ years of experience in an administrative or Executive Assistant role
- Experience supporting multiple professionals in a fast-paced environment
- Strong organizational skills and attention to detail
- Excellent written and verbal communication skills
- Professional, polished demeanor with strong interpersonal skills
- Ability to handle confidential information with discretion
- Proactive, solutions-oriented mindset with strong follow-through
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); Concur a plus
- Team-oriented with a collaborative approach
HOURS:
8:30am–5:30pm
Hybrid onsite, Monday–Thursday and WFH Friday
SALARY:
$85K–$120K base (DOE) + paid overtime + bonus + comprehensive benefits package