Executive Administrative Assistant

Mohr Talent; Village of Islandia (NY); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Vision and dental options

Job summary

Mohr Talent in Islandia, NY is seeking an Executive Administrative Assistant to support the Founder, coordinate schedules, and manage logistics for meetings and events.

The ideal candidate has wealth management experience, hands-on Salesforce skills, and at least five years of EA experience, with a proven ability to keep executives organized and responsive while improving office processes.

Qualifications

• Wealth management experience required.
• Hands-on Salesforce experience required.
• 5+ years of Executive Assistant experience.

Responsibilities

• Organize the Founder’s schedule and resolve conflicts.
• Review the executive inbox, flag urgent items and draft replies.
• Arrange travel and coordinate meeting and event logistics.
• Welcome callers and provide client support.
• Update Salesforce and track client interactions and next steps.
• Improve recurring office processes.

Skills

Wealth management experience

Salesforce

Executive calendar management

Tools

Salesforce

Job description

Islandia, NY area | $85,000–$105,000 base | Health benefits and 401(k) match

An expanding wealth management firm is looking for an Executive Administrative Assistant who enjoys bringing order to a busy day. Supporting the Founder, you’ll coordinate schedules, stay ahead of follow-ups, and make sure meetings, events, and everyday office needs are handled well.

The role offers variety, close collaboration with leadership, and room to contribute ideas that improve how the office runs.

Candidates must have wealth management experience and practical Salesforce skills.

What You’ll Be Doing

Organize the Founder’s schedule and resolve meeting conflicts.

Review the executive inbox, flag urgent items, draft replies, and track outstanding requests.

Arrange travel and coordinate meeting and event logistics.

Welcome callers and provide responsive, professional client support.

Update Salesforce and keep client interactions and next steps organized.

Take care of office details and identify more efficient ways to complete recurring tasks.

What We’re Looking For

At least 5 years of Executive Assistant experience using multiple business systems.

A background in wealth management and hands‑on Salesforce experience.

Proven responsibility for executive email and calendar management.

Strong organization, sound judgment, and consistent follow-through.

Confidence with Microsoft Office, scheduling tools, and learning new technology.

Helpful Experience

Supporting a founder or senior business leader.

Improving administrative processes through AI or automation.

Why This Opportunity

Take ownership of work that helps leadership and clients every day.

Enjoy a varied role across executive support, events, and office coordination.

Grow with a business that values initiative and strong relationships.

Receive healthcare benefits with vision and dental options and a matching 401(k).

MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]