Elite Executive Assistant to C-Suite – Wealth Management

Lenox Advisors; Stamford (CT); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

PTO

Paid holidays

401(k) with match

Health and wellness

Job summary

Lenox Advisors is seeking an accomplished Executive Assistant to support two senior executives in our Stamford, CT and New York, NY offices. The ideal candidate will bring a background in financial services or insurance and provide professional administrative support.

Responsibilities include complex calendar management, travel coordination, meeting planning, and confidential correspondence. The role requires 7+ years of C-suite support, strong organization, and excellent communication skills;

Qualifications

• Bachelor’s degree or equivalent experience.
• 7+ years supporting a C-suite or senior executive in a fast-paced environment.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint, OneDrive, Copilot, and Teams), Zoom, Concur, LinkedIn Learning.
• Develop knowledge in navigating internal CRM (FieldTech).
• Excellent organizational and communication skills; discretion with confidential information.

Responsibilities

• Manage complex daily calendars and forecast commitments.
• Plan and prepare for key meetings; reserve conference rooms and draft communications.
• Arrange domestic and international travel using Concur; track expenses.
• Coordinate in-office and off-site events; manage vendor communications.
• Support special projects and cross-team collaboration; protect confidentiality.

Skills

Excellent communication

Organizational skills

Discretion and confidentiality

Self-starter

Team collaboration

Problem solving

MS Office Suite

Education

Bachelor’s degree

Tools

Microsoft Office

Zoom

Concur

FieldTech CRM

Copilot

Teams

OneDrive

Job description

Lenox Advisors is seeking an accomplished Executive Assistant to support two senior executives in our Stamford, CT and New York, NY offices. The ideal candidate will bring a background in financial services or insurance and provide professional administrative support.

Responsibilities include complex calendar management, travel coordination, meeting planning, and confidential correspondence. The role requires 7+ years of C-suite support, strong organization, and excellent communication skills;