Executive Assistant [Entry Level]

WealthPlus, Inc.; New York (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Annual discretionary bonus

Equity opportunities

Medical, dental, vision coverage

Paid time off

Job summary

WealthPlus, Inc. is seeking an Executive Assistant to work directly with the CEO in our Midtown Manhattan office. This full-time, in-office role requires exceptional organization, discretion, and the ability to manage a wide range of priorities and communications for the CEO.

You will partner with the Chief of Staff and handle both professional and personal logistics, along with office operations, while maintaining confidentiality and proactive task execution.

Qualifications

• Recent graduate with drive and organization to grow into the role.
• Ability to coordinate with finance on expenses and reimbursements.
• Manage a complex executive calendar with sound judgment.
• Excellent written communication and drafting on executive's behalf.

Responsibilities

• Serve as trusted right hand to the CEO and manage priorities.
• Manage the CEO's inbox, draft and respond where appropriate.
• Provide comprehensive support for professional and personal commitments.
• Coordinate with Chief of Staff on day-to-day tasks.
• Maintain filing systems and lead ad hoc projects for the CEO.
• Greet visitors, manage mail and deliveries, and liaise with vendors.

Skills

Calendar management

Discretion

Written communication

Microsoft 365

Autonomy

Expense reconciliation

Organizational skills

Education

Recent graduate

Tools

Microsoft 365 Suite

Job description

Department: Office of the CEO

Location: New York City, NY

Compensation: $90,000 - $110,000 / year

Job Title: Executive Assistant

Location: New York, NY

Department: Office of CEO

Reports To: Chief Executive Officer

POSITION SUMMARY

WealthPlus is a comprehensive workplace solution that's reimagining the modern benefit stack. We bring simplicity, flexibility, and clarity to employee financial wellness and plan management through a single, unified platform. Our all-in-one solution empowers organizations to build customized benefit programs tailored to their unique goals. With seamless single sign-on and an integrated experience, managing plans, participants, and accounts becomes streamlined and efficient. At WealthPlus, we're redefining how organizations and individuals think about workplace benefits - making the future of financial wellness more accessible, transparent, and personal. Join a dynamic team that is shaping the future of wealth and workplace technology!

ROLE OVERVIEW

We are seeking an Executive Assistant to work directly alongside our CEO. This is a full-scope support role for someone who operates as a true right hand - anticipating needs, managing a wide range of professional and personal priorities, and keeping the CEO's day running seamlessly. You'll thrive here if you're highly organized, discreet, and comfortable with the shifting priorities of a fast-moving startup. This is an in-office role, 5 days a week, based at our Midtown Manhattan office.

Key Responsibilities

Executive Partnership & CEO Support

• Serve as a trusted right hand to the CEO, anticipating needs and managing competing priorities to keep the day running seamlessly
• Manage the CEO's inbox and communications, screening, drafting, and responding on their behalf where appropriate
• Provide comprehensive support across the CEO's professional and personal commitments & logistics
• Partner closely with the Chief of Staff on day-to-day coordination and cross-functional follow-through

Administrative & Project Support

• Manage expense reporting, reimbursements, and receipt organization
• Maintain organized digital and physical filing systems
• Lead and support ad hoc projects for the CEO as needed

Keeping the Office Running

• Ensure the office is well-run day to day - kitchen and supplies stocked, common areas in order, and orders placed and tracked as needed
• Greet and direct visitors, candidates, and guests
• Manage incoming and outgoing mail, packages, and deliveries
• Coordinate with building management and vendors on routine maintenance and service requests

Skills, Knowledge and Expertise

Required

• Recent graduate with the drive and organization to grow into the role
• Ability to coordinate with finance on expenses, reimbursements, and receipt reconciliation
• Ability to manage a complex executive calendar and competing priorities with sound, independent judgment
• Excellent written communication; skilled at drafting and managing correspondence on an executive's behalf
• High degree of discretion and sound judgment handling confidential and sensitive information
• Proficiency in Microsoft 365 (Outlook, Word, Teams) and comfort adopting new tools quickly
• Ability to operate proactively and autonomously - anticipating needs and driving tasks to completion without close oversight

Preferred

• Familiarity with fintech
• Experience coordinating both professional and personal logistics for an executive
• Prior experience managing office operations, vendor coordination, or supply ordering

Benefits

• Competitive base salary of approx $90,000 - $110,000, commensurate with experience
• Annual discretionary bonus and equity opportunities
• Comprehensive benefits package including medical, dental, vision, and paid time off
• Opportunity to be part of a core function within a fast-growing fintech platform