Executive Assistant-Wealth Management-Hybrid

ZipRecruiter; New York (NY); Hybrid; USD 100,000 - 115,000; Full time

Job summary

A leading wealth management firm seeks an Executive Assistant to provide comprehensive support to the Head of Infrastructure. The role requires 5 years of experience, excellent communication and organizational skills, and offers a competitive salary with benefits. This is an in-office position with flexibility for remote work.

Benefits

Discretionary Bonus based on performance

Benefits & 401K

Commuter Benefits

Qualifications

• 5 years of experience in a corporate environment, preferably in finance, accounting, or travel services.
• Experience supporting top-level executives.
• Dependable, proactive, positive, and resourceful team player.

Responsibilities

• Manage complex schedules and coordinate extensive travel arrangements.
• Organize meetings and ensure all logistical needs are met.
• Perform a variety of administrative tasks to support the executive.

Skills

Confidentiality

Communication

Organizational Skills

Multitasking

Interpersonal Skills

Creative Problem Solving

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

The Windfall is partnering with a Wealth Management firm that is seeking to hire an Executive Assistant. This position is based at their midtown Manhattan office within the Global Advisory; Infrastructure, Power & Renewables team. The Executive Assistant will provide comprehensive support to the firm’s Head of Infrastructure.

The ideal candidate will have previous experience supporting senior-level individuals, with a strong emphasis on confidentiality, excellent communication and organizational skills, and the ability to multitask effectively. Responsibilities include managing complex schedules, organizing travel, and providing administrative and facilities support. The role is in-office Monday through Thursday, with Fridays working from home, from 8:00 am to 5:30/6:00 pm, with flexibility for overtime as needed.

Responsibilities

1. Administrative duties such as scheduling meetings, coordinating travel (domestic and international), hotel reservations, booking corporate cars, and dining arrangements.
2. Meeting coordination, including booking conference rooms, organizing catering and AV needs, printing materials, and requesting security passes.
3. Processing expense reports using Concur.
4. Organizing office space for visiting employees.
5. Performing research and other administrative tasks.
6. Facilities functions like managing packages, mailroom, print station stock, office environment, and desk setups for new or departing employees.
7. Supporting additional tasks and special projects as assigned.

Requirements

• Bachelor’s Degree.
• At least 5 years of experience in a corporate environment, preferably in finance, accounting, or travel services.
• Experience supporting top-level executives.
• Strong computer skills, especially Microsoft Office.
• Excellent interpersonal skills and creative problem-solving abilities.
• Ability to build relationships across teams and communicate effectively.
• Capable of working under pressure, multitasking, and paying attention to detail.
• Dependable, proactive, positive, and resourceful team player.

Package

• $100,000 Base Salary
• Discretionary Bonus based on performance
• Benefits & 401K
• Commuter Benefits