Executive Assistant

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

Who We Are

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Position Summary & Overall Purpose

Exciting opportunity to support 2 senior executives at a thriving wealth management and insurance services firm. An ambitious and highly professional Executive Assistant is needed to provide a range of administrative support. The ideal candidate will have a background in financial services or insurance. This role will office out of both Stamford, CT and New York, NY.

Key Responsibilities

• Complex daily calendar management
  • Coordinate calendars by forecasting commitments and identifying potential scheduling conflicts. Demonstrating flexibility and problem-solving abilities to adjust or prioritize schedules based on sensitive matters and/or last‑minute changes.
  • Send and manage meeting invitations, confirm participants, and adjust schedules as priorities shift.
• Meeting management
  • Plan and prepare for key meetings by crafting agendas and coordinating logistics.
  • Reserve and manage conference rooms.
  • Draft emails and other business communications on the executives’ behalf.
  • Responsible for greeting external meeting attendees, fielding phone calls, reviewing incoming mail.
• Travel & logistics/Expense Management
  • Arrange domestic and international travel using Concur – including flights, car service, hotels, and dining reservations. Develop itineraries and agendas and book meeting accommodations.
  • Track expenses and prepare expense reports regularly in Concur to ensure timely reimbursement.
• Events
  • Support coordination of in‑office and off‑site team events, leadership meetings, and executive‑sponsored gatherings. Work with event coordinator and other EAs.
  • Assist in managing logistics including venue, catering, materials, and attendee communications.
  • For certain events serve as the point of contact for event vendors and internal partners during planning and execution.
• Additional Support
  • Working alongside the executive to manage special projects and ad‑hoc requests.
  • Work closely with the EA to the COO, EA to the Chief Strategy Officer, and the Executive Leadership Team to provide unified support.
  • Provide a bridge for smooth, accurate communication between the executives’ office and internal departments, demonstrating leadership to maintain credibility, trust, and support.
  • Maintain confidentiality on all business matters and work independently on special assignments.
  • Participate in regular departmental meetings and training and development sessions as directed.

Qualifications & Experience

• Bachelor’s degree or equivalent experience
• High level of professionalism with proven 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 a high level of knowledge in navigating our internal Customer Relationship Management system (FieldTech)
• Exceptional organizational skills and attention to detail
• Excellent communication (verbal and written) and interpersonal abilities
• Strong judgment and discretion with sensitive information and stakeholder relationships
• Motivated self‑started with demonstrated ability to problem‑solve, manage competing priorities, anticipate needs without being asked
• Highly flexible due to nature of working in a fast‑paced corporate environment
• Team‑oriented and collaborative, with the ability to work independently

What We Offer

We're proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $100,000 – $140,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

NFP and You… Better Together!

NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.