Office Assistant / Executive Assistant

About Us:

We are a dynamic, independent wealth management firm located in Rockefeller Center. Our small, tight-knit team provides personalized financial services to high-net-worth clients, and we’re seeking a highly organized and proactive Office Assistant/Executive Assistant to join our team. This is an exciting opportunity for someone looking to make a meaningful impact in a fast-paced, collaborative environment.

Position Overview:

We are looking for an experienced Office Assistant who will also provide HR administration and executive assistant support. This individual will play a key role in ensuring the smooth and efficient operation of our office, supporting day-to-day administrative needs, assisting with HR functions, and supporting our leadership team. The ideal candidate is someone who thrives in a dynamic environment, is detail-oriented, and has strong interpersonal skills.

Key Responsibilities:

Office Management:

• Oversee daily office operations, ensuring an efficient and organized work environment.
• Answer phones.
• Greet clients as they arrive for meetings.
• Manage office supplies and vendor relationships.
• Coordinate office maintenance, equipment, and facilities management.
• Organize and manage meetings, conferences, and travel arrangements.
• Ensure the office kitchen remains tidy and well-stocked on a daily basis.
• Assist with office equipment as needed.

HR Administration:

• Assist with onboarding and offboarding processes for new and departing employees.
• Maintain employee records and ensure compliance with HR policies and procedures.
• Help manage benefits administration and payroll coordination.

Executive Assistant Support:

• Provide administrative support to senior executives, including calendar management and email correspondence.
• Experience using a CRM in the RIA industry is desirable
• Coordinate meetings, conferences, and client events.
• Assist Tax Team during tax preparation season.
• Assist with special projects and research as required.

Qualifications:

• 3+ years of office management experience, ideally in a financial services or professional services setting.
• Executive assistant experience preferred.
• Proficiency in Google Workspace (Docs, Sheets, Gmail), MS Office and general office software.
• Excellent organizational, communication, and time-management skills.
• Ability to handle sensitive and confidential information with discretion.
• A proactive, positive attitude and the ability to multitask effectively in a fast-paced environment.

Why Join Us?

• Work in a collaborative and dynamic team environment.
• Competitive salary and benefits package.
• Salary range $60,000 - $80,000
• Hybrid workplace - 4 days in office, 1 day remote.
• The opportunity to contribute to the success and growth of a growing firm.
• Convenient Manhattan location: Rockefeller Center

If you’re a motivated, detail-oriented professional who thrives in a hands-on role, we’d love to hear from you. Apply today and become an integral part of our team!