Executive Assistant to Midtown Wealth Management Firm Hybrid

Team Executive Assistant / Administrative Assistant

Our client, a rapidly growing wealth management firm, is seeking a Team Executive Assistant / Administrative Assistant to support a group of Research/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