Our client, a rapidly growing wealth management firm, is seeking an Administrative Operations Assistant / Impact Coordinator to support a group of Advisory professionals while also helping drive the firm’s Impact initiatives. This is a highly visible, dual-function role that blends traditional administrative support with meaningful involvement in the firm’s nonprofit and charitable efforts, offering the opportunity to have a direct hand in how the firm gives back to the NYC community.

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, enjoy being a key partner to their team, and bring genuine interest and enthusiasm toward community engagement and impact-focused work. This role is hybrid, with 4 days per week in the firm’s 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

Impact / Community Responsibilities:

• Support and help coordinate the firm’s Impact initiatives, including nonprofit partnerships and charitable programs
• Assist in planning and executing volunteer events, community engagement activities, and firm-sponsored initiatives
• Conduct research on nonprofit organizations, partnerships, and giving opportunities
• Help track participation, initiatives, and outcomes related to the firm’s Impact efforts
• Collaborate with internal teams to drive awareness and engagement around Impact programming
• Assist with logistics, communications, and coordination for Impact-related events and 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
• Interest in nonprofit, community engagement, or impact-driven work strongly preferred
• 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