Executive Assistant

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.

Executive Assistant 

Location: Katonah, NY (On-Site preferred, hybrid available for the right candidate) 

About the Firm

A highly respected, human-focused wealth management firm based in Katonah, NY is seeking an Executive Assistant to join its close-knit growing team. This position offers an excellent opportunity for a high potential EA with a minimum of two years of experience looking to grow their career in a dynamic and collaborative environment.

The firm values proactive thinking, adaptability, strong judgment, and a willingness to contribute wherever needed. The ideal candidate is polished, resourceful, technologically savvy, and thrives in a team-oriented culture.

Position Overview

Reporting to the Managing Director, Operations & Chief of Staff, this role provides primary support to the CEO and President, and the firm, and owning office management responsibilities.

This is a highly visible position requiring exceptional organizational skills, attention to detail, professionalism, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Executive Support

• Manage complex calendars and scheduling for senior executives
• Coordinate travel for the team 
• Anticipate executive needs by staying several steps ahead—identifying conflicts, managing competing priorities, and proposing solutions before issues arise
• Coordinate and facilitate meetings 
• Answer and manage phone communications professionally
• Prepare meeting materials and assist with follow-up actions
• Arrange and host client visits, ensuring a seamless experience
• Demonstrates enthusiasm for taking on a wide range of projects, flexing across functions, and contributing wherever needed to support firm-wide priorities

Office Management

• Support daily office operations and administrative functions
• Serve as a key point of contact for office-related needs
• Coordinate internal events, meetings, and logistics
• Assist with special projects and ad hoc initiatives as needed
• Foster a welcoming and professional office environment

Qualifications

• Executive Assistant experience preferred, with a minimum of 2+ years of experience 
• Industry experience is not required; candidates from various backgrounds will be considered
• Operates with a no-task-too-small mindset, proactively removing barriers, anticipating leadership needs, and stepping in across both traditional and non-traditional responsibilities to ensure priorities are executed seamlessly
• Highly proactive with a strong ownership mindset; does not wait for direction
• Resourceful problem-solver with the ability to navigate ambiguity and act decisively
• Demonstrates excellent judgment and ability to prioritize in a fast-paced environment
• Strong sense of accountability and follow-through; nothing falls through the cracks
• Strong interpersonal and communication skills
• Comfortable operating in a collaborative, xhyhwjd all-hands-on-deck environment with speed
• Comfortable operating in a high-touch, high-responsibility environment where priorities can shift quickly
• Excellent organizational skills and attention to detail
• Strong technology proficiency
• Ability to maintain confidentiality and exercise sound judgment

Compensation & Benefits

Compensation

• Base Salary: $75,000–$120,000, depending on experience
• Annual Bonus Opportunity 

Benefits Highlights

• 100% company-paid healthcare coverage
• 401(k) eligibility 
• Three weeks of PTO (with some flexibility) 
• Professional development and education encouraged 
• Strong commitment to career development support 
• This is an excellent opportunity to join a growing, relationship-driven organization where your contributions will have a meaningful impact on both leadership and the broader team.