This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Executive Assistant / Office CoordinatorOur client, a boutique wealth management and family office firm located in Northern Westchester, is seeking a polished and proactive Executive Assistant / Office Coordinator to provide administrative support to three senior executives while helping oversee the day-to-day operations of the office. With a reputation for exceptional client service and a highly personalized approach, the firm serves high-net-worth individuals and families through investment management, financial planning, and family office services.This is an excellent opportunity for a bright, ambitious administrative professional who enjoys wearing multiple hats and serving as a key member of a collaborative team. The ideal candidate is organized, resourceful, hospitality-minded, and excited to leverage technology and AI tools to drive efficiency and support the firm's continued growth. This position is based in the firm's Northern Westchester office and requires an in-office presence four days per week.Responsibilities:Provide administrative support to three senior executives, including calendar management, meeting coordination, and schedulingServe as the face of the office by greeting visitors, clients, and guests with professionalism and warmthManage incoming calls and general office communicationsCoordinate conference rooms, meetings, catering, and client hospitalityOversee office supplies, snacks, inventory, and vendor relationshipsManage incoming and outgoing mail, packages, and deliveries, including identifying and escalating time-sensitive itemsAssist with CRM maintenance, data entry, and administrative reportingSupport client-related administrative processes and portfolio administrationCoordinate office events, team gatherings, and special projectsPartner with leadership to ensure the office operates efficiently and professionallyAnticipate needs, take initiative, and proactively identify opportunities to improve processes and workflowsProvide ad hoc support across the team as neededRequirements:3–8 years of executive support, office coordination, office management, workplace experience, or related administrative experienceBachelor's degree preferredStrong organizational skills with exceptional attention to detailExcellent written and verbal communication skillsPolished, professional, and client-facing demeanorHospitality-oriented mindset with a commitment to providing exceptional serviceTech-savvy with the ability to quickly learn new systems and toolsComfortable utilizing AI and technology to improve workflow and efficiencyStrong sense of urgency, follow-through, and accountabilityAbility to manage multiple priorities in a fast-paced environmentResourceful, proactive, and eager to contribute beyond the scope of the roleLooking for a long-term opportunity with room for growth and increased responsibilitySalary:Base salary: $90,000–$115,000Bonus eligibleThree weeks PTO100% employer-paid medical, dental, and vision coverage401(k) eligibility after one yearThis is a highly visible role within a close-knit and collaborative organization where the Executive Assistant / Office Coordinator will serve as a trusted partner to leadership and an integral member of the team. The firm is seeking someone who is eager to build a career, embrace new technologies, take ownership, and contribute to a culture centered around excellence, service, and teamwork.
Worksite address
new york, NY, 10001, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.