Executive Assistant, Client Services & Operations (Hybrid)

Simon Lever LLC; Lititz, Northern (Lancaster County, KY); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

401k packages

Competitive PTO

Parental and maternity leaves

Hybrid work location

Job summary

Simon Lever LLC, located in Lancaster County, PA, seeks a detail-oriented Executive Assistant to support our Client Service Team and Lead Advisors in a fast-paced, service-focused and collaborative environment. You will manage calendars, schedule meetings and travel, prepare firm and client documents, support communications, and assist with financial tasks and reporting.

This role offers a hybrid work location and opportunities to contribute across a talented team.

Qualifications

• 3–5+ years of strong administrative support experience.
• Administrative experience and capable with office technology.
• Excellent problem-solving, critical thinking, and time management skills.
• Strong communication abilities and professionalism.
• Ability to adapt to changing priorities.

Responsibilities

• Manage calendars, schedule meetings/travel, and prepare accurate firm/client documents
• Support client communications and ensure high-quality service
• Prepare timely bill and reporting
• Prepare reports and assist with financial tasks
• Collaborate closely with other Executive Assistants and administrative team members
• Maintain strict confidentiality at all times
• Help organize Client Service Team events and assist with client proposals
• Suggest process improvements and help train new team members
• Support reception and general office needs as needed

Skills

Problem-solving

Time management

Communication

Attention to detail

Administrative experience

Tools

Office software

Job description

Simon Lever LLC, located in Lancaster County, PA, seeks a detail-oriented Executive Assistant to support our Client Service Team and Lead Advisors in a fast-paced, service-focused and collaborative environment. You will manage calendars, schedule meetings and travel, prepare firm and client documents, support communications, and assist with financial tasks and reporting.

This role offers a hybrid work location and opportunities to contribute across a talented team.