About this opportunity
HRB lists this Executive Assistant/Office Coordinator at Katonah Finance Firm opportunity in town of bedford, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Executive Assistant/Office Coordinator at Katonah Finance Firm
Our 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 scheduling
Serve as the face of the office by greeting visitors, clients, and guests with professionalism and warmth
Manage incoming calls and general office communications
Coordinate conference rooms, meetings, catering, and client hospitality
Oversee office supplies, snacks, inventory, and vendor relationships
Manage incoming and outgoing mail, packages, and deliveries, including identifying and escalating time-sensitive items
Assist with CRM maintenance, data entry, and administrative reporting
Support client-related administrative processes and portfolio administration
Coordinate office events, team gatherings, and special projects
Partner with leadership to ensure the office operates efficiently and professionally
Anticipate needs, take initiative, and proactively identify opportunities to improve processes and workflows
Provide ad hoc support across the team as needed
REQUIREMENTS
3–8 years of executive support, office coordination, office management, workplace experience, or related administrative experience
Bachelor\'s degree preferred
Strong organizational skills with exceptional attention to detail
Excellent written and verbal communication skills
Polished, professional, and client-facing demeanor
Hospitality-oriented mindset with a commitment to providing exceptional service
Tech-savvy with the ability to quickly learn new systems and tools
Comfortable utilizing AI and technology to improve workflow and efficiency
Strong sense of urgency, follow-through, and accountability
Ability to manage multiple priorities in a fast-paced environment
Resourceful, proactive, and eager to contribute beyond the scope of the role
Looking for a long-term opportunity with room for growth and increased responsibility
SALARY
Base salary: $90,000–$115,000
Bonus eligible
Three weeks PTO
100% employer-paid medical, dental, and vision coverage
401(k) eligibility after one year
About the Opportunity
This 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.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.