CEO Executive Assistant – Onsite NYC, Trusted Partner

Socket.dev; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Group life and disability insurance

401(k) plan with 3% employer match

Paid vacation and sick time

Mass-transit benefits

Professional-development support

Job summary

Iron Birch Advisors, based in New York City, is seeking an exceptional Executive Assistant to partner with the CEO and drive high-trust prioritization, organization, and follow-through. This onsite role supports senior leadership and balance business priorities with reasonable personal assistance.

The ideal candidate brings 7+ years of executive-support experience, strong discretion, and the ability to manage complex schedules while maintaining professionalism across internal and external

Qualifications

• Seven or more years of progressive executive-assistant experience, including direct support for a founder, business owner, CEO, senior executive, or high-net-worth principal preferred.
• Demonstrated experience providing both business and personal support while maintaining clear boundaries, confidentiality, and professionalism.
• Experience in wealth management, financial services, professional services, private equity, a family office, or another high-expectation environment strongly preferred.
• Advanced proficiency with Microsoft Outlook, Word, Excel, PowerPoint, Teams, and digital file-management systems, with the ability to learn new technology quickly.
• Ability to work fully onsite in the New York City office, provide reasonable schedule flexibility, and travel occasionally.

Responsibilities

• Own a complex executive calendar, schedule meetings, protect focus time, anticipate conflicts, and ensure the CEO is prepared for each commitment.
• Maintain a clear system for priorities, deadlines, open items, and follow-up.
• Proactively track commitments and close loops so important tasks do not fall through the cracks.
• Provide concise status updates, reminders, and recommendations to keep priorities moving forward.
• Organize email, documents, files, correspondence, and signature items so important information is easy to locate and act upon.
• Anticipate the CEO's needs and prepare materials, information, and logistics in advance of meetings and commitments.
• Help the CEO stay focused on high-value priorities by identifying what can be delegated, deferred, or handled independently.
• Draft and coordinate business correspondence, communications, meeting notes, presentations, and offer materials.
• Coordinate meetings and communications with important clients, prospects, business partners, and professional contacts.
• Maintain a high level of professionalism and discretion in every interaction.
• Support recruiting and relationship-building activities, including candidate coordination, scheduling, hospitality, interviews, and follow-through.
• Assist with onboarding activities and special projects related to practice growth.
• Coordinate annual meetings, awards events, speakers, vendors, photography, and other high-visibility practice initiatives.
• Manage event logistics, timelines, vendors, invitations, materials, and follow-up.

Skills

Executive support

Calendar management

Discretion

Relationship management

Education

Bachelor's degree or equivalent

Tools

Outlook

Word

Excel

PowerPoint

Teams

Job description

Iron Birch Advisors, based in New York City, is seeking an exceptional Executive Assistant to partner with the CEO and drive high-trust prioritization, organization, and follow-through. This onsite role supports senior leadership and balance business priorities with reasonable personal assistance.

The ideal candidate brings 7+ years of executive-support experience, strong discretion, and the ability to manage complex schedules while maintaining professionalism across internal and external