Executive Assistant

Settanni Financial; Armonk (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Job summary

Settanni Financial is seeking a detail-oriented administrator to support advisors and clients in a fast-paced wealth management practice. You will handle front-desk interactions, prepare client materials, and ensure accurate account information is up-to-date.

The role combines in-office administrative tasks with client services, data entry, and compliance-related support, contributing to a high-touch experience for clients and a smooth operation for advisors.

Qualifications

• 2+ years in administrative, customer service, or client-facing roles.
• Excellent written and verbal communication skills.
• Basic MS Office skills (Word and Excel).
• Strong organizational skills and attention to detail.

Responsibilities

• Provide high-level administrative support including preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings.
• Prepare advisors for weekly client meetings by printing reports, assembling materials, and updating account information.
• Manage advisor calendars and coordinate scheduling with internal and external stakeholders.
• Handle general office operations including supplies, vendor coordination, and maintaining a professional office environment.
• Serve as a warm first point of contact for clients by phone and in person; call clients for appointment reminders.

Skills

Communication

MS Office

Organization

Multitasking

Professional demeanor

Confidentiality

Tools

Redtail

Wealthbox

Salesforce

Job description

Job Description

Job Description

Position Overview

This is a dual-focus role split between client-facing customer service and behind-the-scenes administrative support for our advisors. The right candidate is someone who is organized, personable, and comfortable wearing multiple hats in a fast-paced professional environment. You will be a key point of contact for both clients and staff, and your work will directly support the quality of service we deliver every day.

Key Responsibilities

Administrative & Advisor Support

• Provide high-level administrative support including preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings


• Prepare advisors for weekly client meetings by printing and organizing reports, assembling presentation materials, and ensuring all relevant account information is up to date


• Manage advisor calendars and coordinate scheduling across internal and external stakeholders


• Handle general office operations including managing supplies, coordinating with vendors, and maintaining a professional office environment

Client Services

• Serve as a warm and professional first point of contact for clients by phone and in person


• Make outbound reminder calls to clients ahead of scheduled appointments


• Contact prospective and new clients to schedule initial appointments and follow-up meetings


• Respond to routine client inquiries and route more complex questions to the appropriate advisor


• Process new account paperwork and assist existing clients with account maintenance and service requests


• Coordinate follow-ups with custodians, fund companies, and other financial institutions as needed

Data & Compliance

• Maintain and update the client relationship management (CRM) system to ensure accurate, current client records


• Assist with compliance-related administrative tasks, including records retention and documentation requirements


• Handle all client information with the highest level of confidentiality and professionalism

Qualifications

Required

• 2+ years of experience in an administrative, customer service, or client-facing role


• Excellent written and verbal communication skills


• Basic skills in Microsoft Office (Word and Excel)


• Strong organizational skills and exceptional attention to detail


• Ability to manage multiple priorities and meet deadlines in a small-office environment


• Professional, courteous demeanor with a genuine commitment to client service


• Demonstrated ability to handle sensitive and confidential information with discretion

Preferred

• Experience in financial services, wealth management, insurance, or a related field


• Familiarity with a CRM platform (e.g., Redtail, Wealthbox, Salesforce)


• FINRA licensing (Series 6, 65, or 66) would be a benefit but is not necessary.

What We Offer

• Competitive salary commensurate with experience


• Health insurance


• Paid time off and holidays
  
• Retirement plan with employer contribution


• A supportive, collegial work environment where your contributions are recognized

Company Description

Settanni Financial is a boutique wealth management firm dedicated to helping our clients achieve their long-term financial goals through personalized advice and exceptional service. Our team is small, close-knit, and committed to building lasting relationships with the families and individuals we serve. We are looking for a motivated, detail-oriented professional to join our office and help us deliver the high-touch experience our clients expect.