Executive Assistant

Executive Assistant To The FounderCompany 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 streamline operations, 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.Key ResponsibilitiesManage 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 records within Salesforce (training available).Leverage technology, AI and automation tools to improve workflow efficiency.Desired Skills & Experience3 plus years of experience as an Executive Assistant.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) 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 a plus (e.g., understanding of basic terminology and client service workflows).Experience with Salesforce or other CRM.Proficient in Microsoft Office Suite.Ability to anticipate needs before being asked.Comfortable working in a fast-paced, client-first environment.Who You AreA proactive, detail-oriented problem solver who thrives in a supportive role. Someone who takes initiative, learns quickly, and takes pride in creating structure and efficiency. Collaborative and dependable, with a positive, professional demeanor.Position DetailsType: Full-time, in-office (must be physically present in Hauppauge, NY). This role offers the potential for career growth and a great working environment. The opportunity to play a key role in Company's continued success. Our culture is fast-paced, motivational, and focused on JOY and healthy living. Smokers need not apply.CompensationBase Salary, benefits package including health care benefits with vision and dental options as well as a 401(k) with matching.