Executive Assistant

Hollow Brook Wealth Management LLC; Town of Bedford (NY); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

401(k) eligibility

Three weeks of PTO

Professional development

Career development support

Growth opportunities

Job summary

Hollow Brook Wealth Management LLC in Katonah, NY is seeking an Executive Assistant to support the CEO and President in a fast-paced, collaborative environment. This on-site role (hybrid for the right candidate) requires exceptional organizational skills, discretion, and the ability to manage multiple priorities with poise.

Reporting to the Managing Director, Operations, you will own office operations, coordinate complex calendars and travel, arrange meetings, and help drive firm-wide

Qualifications

• 2+ years of Executive Assistant experience.
• Industry experience not required; candidates from various backgrounds considered.
• No-task-too-small mindset with proactive ownership.
• Strong judgment, accountability, and ability to manage multiple priorities.
• Excellent interpersonal and communication skills.
• Strong technology proficiency and confidentiality.

Responsibilities

• Manage complex calendars and scheduling for senior executives.
• Coordinate travel for the team.
• Anticipate leadership needs and resolve conflicts before they arise.
• Coordinate and facilitate meetings.
• Answer and manage phone communications professionally.
• Prepare meeting materials and follow up on actions.
• Arrange and host client visits, ensuring a seamless experience.
• Support office operations and contribute across firm-wide priorities.

Skills

Executive support

Calendar management

Travel coordination

Proactive ownership

Communication skills

Confidentiality

Technology proficiency

Job description

Location:

Katonah, NY (On-Site preferred, hybrid available for the right candidate)

About the Firm

A highly respected, human-focused wealth management firm based in Katonah, NY is seeking an Executive Assistant to join its close-knit growing team. This position offers an excellent opportunity for a high potential EA with a minimum of two years of experience looking to grow their career in a dynamic and collaborative environment.

The firm values proactive thinking, adaptability, strong judgment, and a willingness to contribute wherever needed. The ideal candidate is polished, resourceful, technologically savvy, and thrives in a team-oriented culture.

Position Overview

Reporting to the Managing Director, Operations & Chief of Staff, this role provides primary support to the CEO and President, and the firm, and owning office management responsibilities.

This is a highly visible position requiring exceptional organizational skills, attention to detail, professionalism, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Executive Support

• Manage complex calendars and scheduling for senior executives
• Coordinate travel for the team
• Anticipate executive needs by staying several steps ahead-identifyingconflicts, managing competing priorities, and proposing solutions before issues arise
• Coordinate andfacilitatemeetings
• Answer and manage phone communications professionally
• Prepare meeting materials andassistwith follow-up actions
• Arrange and host client visits, ensuring a seamless experience
• Demonstrates enthusiasm for taking on a wide range of projects, flexing across functions, and contributing wherever needed to support firm-wide priorities

Office Management

• Support daily office operations and administrative functions
• Serve as a key point of contact for office-related needs
• Coordinate internal events, meetings, andlogistics
• Assistwith special projects and ad hoc initiatives as needed
• Foster a welcoming and professional office environment

Qualifications

• Executive Assistant experience preferred, with a minimum of 2+ years of experience
• Industry experience is notrequired; candidates from various backgrounds will be considered
• Operates with a no-task-too-small mindset, proactively removing barriers,anticipatingleadership needs, and stepping in across both traditional and non-traditional responsibilities to ensure priorities are executed seamlessly
• Highly proactive with a strong ownership mindset; does not wait for direction
• Resourceful problem-solver with the ability to navigate ambiguity and act decisively
• Demonstrates excellent judgment and ability to prioritize in a fast-paced environment
• Strong senseof accountability and follow-through; nothing falls through the cracks
• Strong interpersonal and communication skills
• Comfortable operating in a collaborative, all-hands-on-deck environment with speed
• Comfortable operating in a high-touch, high-responsibility environment where priorities can shift quickly
• Excellent organizational skills and attention to detail
• Strong technologyproficiency
• Ability tomaintainconfidentiality and exercise sound judgment

Compensation

• Base Salary: $75,000-$120,000, depending on experience

Benefits Highlights

• 401(k) eligibility
• Three weeks of PTO (with some flexibility)
• Professional development and education encouraged
• Strong commitment to career development support
• This is an excellent opportunity to join a growing, relationship-driven organization where your contributions will have a meaningful impact on both leadership and the broader team.