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 jobs.lead-advisor.com
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:
Responsibilities
Managing 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.