EA | Human Resources - Wealth Management

TBG | The Bachrach Group; New York (NY); On-site; USD 117,000 - 143,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

The Bachrach Group in New York, NY seeks an Executive Assistant to support a small HR team within a well-established wealth management firm on Manhattan's East Side. Responsibilities include managing complex calendars, handling expenses, drafting contracts, coordinating meetings, and preparing correspondence.

You will work with executives, external vendors, and ensure confidentiality of sensitive information in a fast-paced financial services environment.

Qualifications

• Bachelor's degree required with 3+ years of stable administrative experience in financial services.
• Experience supporting executives in a fast-paced professional services environment.
• Strong organizational and communication skills; maintain confidentiality.

Responsibilities

• Manage complex calendars and scheduling for executives.
• Process expenses, prepare and review contracts, and draft correspondence.
• Coordinate meetings and onboarding/offboarding of hires.
• Collaborate with executives and other departments while handling confidential information.

Skills

Calendar management

Expense processing

Contract preparation/review

Meeting scheduling

Document preparation

Client/vendor liaison

Confidential information handling

Education

Bachelor's degree

Tools

MS Office

Outlook

Teams

Zoom

Concur

SharePoint

Salesforce

Job description

Well established and extremely successful mid-size Wealth Management firm located on Manhattan's East Side, is seeking a professional, communicative and confident Executive Assistant to support a small team in their Human Resources area

Manage complex calendars, process expenses, prepare and review contracts, schedule meetings, and prepare correspondence and documents. Deal with clients and outside vendors, handle on/off boarding of new hires. Collaborate with executiv.es and other departments. Maintain highly privileged and confidential information, files and records, both electronical and physical records.

Bachelors' degree required with 3+ years of stable, consistent administrative experience out of a fast paced, financial services company.

Proficiency in MS Office, Outlook, Teams, Zoom, Concur, SharePoint, Salesforce, required.

Base salary up to 130K plus paid overtime, generous bonus and comprehensive benefits and perks.