Executive Assistant

Executive Assistant to the Founder Location: Hauppauge, NY (In-Office) Position Overview Company is seeking a highly organized and proactive Executive Assistant (EA) to provide full-time, in-office support to theFounder. 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 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 records within Salesforce (training available). • Leverage technology, AI and automation tools to improve workflow efficiency. Desired Skills & Experience • 3 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 Are • A 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 Details • Type: 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. Compensation • Base Salary, benefits package including health care benefits with vision and dental options as well as a 401(k) with matching.