Office Manager/Executive Assistant

Office Manager/Executive Assistant

Wealth Management Firm

NYC (Hybrid)

Requires: 5 or more years of office/EA/admin support, MS Office proficiency, highly professional, problem-solver.

Our client is an emerging wealth management division of a well-known investment/family office group, seeking to hire a resourceful and versatile Office Manager/Executive Assistant to join their NYC team. The ideal candidate possesses executive presence, acting as a highly motivated and poised administrative professional who thrives in a bustling environment of diverse duties. They take pleasure in being a key contributor to the team's growth and success.

Responsibilities of the Office Manager/Executive Assistant:

• Manage additional administrative tasks to ensure efficient office and team management.
• Provide administrative support to a team of 4-5 senior executives, including managing schedules, making travel arrangements, tracking expenses, scheduling meetings, and handling personal assistant duties.
• Assist in the preparation of client presentations, meeting materials, and collateral.
• Maintain up-to-date client and project files, while assisting and coordinating ad hoc projects to foster division growth.
• Safeguard the privacy of the team and client confidential information.
• Interact with high-net-worth clients as needed.

Qualifications of the Office Manager/Executive Assistant:

• Capable of working well independently, displaying sound judgment, and maintaining strict confidentiality.
• Possess a creative, proactive, and resourceful mindset, and enjoys embracing diverse duties, projects, and problem-solving.
• Strong written and verbal communication skills, with executive presence.
• Proficiency in Microsoft Office Suite, including Excel and Word. PowerPoint is a plus.
• Proficiency in calendaring, expense management, and travel booking.
• Experience organizing offsites and conferences is a plus
• 5 or more years of administrative experience, office management, executive assistant, or related support roles.
• Collaborative and enthusiastic, showcasing a genuine passion for your work.

Keywords: office manager, executive assistant, EA, executive support, administrative assistant, personal assistant