Executive Assistant (Hauppauge)

Position Overview

Mitlin Financial Inc., a growing wealth management firm, is seeking a highly organized and proactive Executive Assistant (EA) to provide full-time, in-office support to the Founder.

This is a pivotal role designed to enhance efficiency and allow leadership to focus on high-impact strategic initiatives. The successful candidate will work closely with the founder and the leadership team, handling a wide range of administrative and operational responsibilities with precision and professionalism.

Mitlin’s mission of helping those we serve achieve their financial goals while finding JOY in the journey is paramount for this person to exemplify.

Key Responsibilities

• Manage and prioritize the Founder’s calendar, ensuring seamless scheduling and time management.
• Oversee the Founder’s primary email inbox, flagging important communications and ensuring timely follow-ups.
• Answer the phone with professionalism, greet every caller with warmth, and make sure they get the assistance they are seeking.
• Operate with a “client-as-family” mindset; treat every interaction with a personal touch.
• Plan and execute internal and client-facing events, including logistics, setup (e.g., gift bags, travel, reservations) and expense tracking in the campaign.
• Manage travel arrangements, meeting logistics, and other administrative details.
• Handle office operational tasks such as mailings and office supplies.
• Maintain accurate and detailed records within Salesforce.
• Leverage technology, AI, and automation tools to improve workflow efficiency.

Desired Skills & Experience

• 5+ years of experience as an Executive Assistant in a tech heavy environment.
• Experience managing executive-level email including flagging urgent messages, drafting responses, and ensuring follow-through.
• Attention to detail is a must.
• Experience using scheduling tools (Calendly, Zoom, etc.) to manage calendars, coordinate meetings and avoid conflicts.
• Excellent organizational and time management skills with the ability to juggle multiple priorities.
• Professional written and verbal communication skills.
• Experience in the wealth management or financial services industry is required.
• Experience with Salesforce or other complex CRM.
• Ability to anticipate needs before being asked.
• Proficient in Microsoft Office Suite.
• Comfortable working in a fast-paced, client-first environment.

Who You Are

• A proactive, detail-oriented problem solver who thrives in a supportive role.
• Someone who takes initiative, anticipates needs, learns quickly, and takes pride in creating structure and efficiency.
• Collaborative and dependable, with a positive, professional demeanor.

Position Details

Full-time, in-office 5 days a week (Hauppauge, NY).

Compensation

Base Salary, benefits package including health care benefits with vision and dental options as well as a 401(k) with matching.

This role offers the potential for career growth and offers a chance to play a key role in the firms continued growth.

Mitlin’s culture is fast-paced, focused on JOY and healthy living. For more information about Mitlin please visit our website at mitlinfinancial.com

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.