Founder's Executive Assistant — Wealth Management Pro

MOHR Talent; Town of Smithtown (NY); On-site; USD 96,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan with employer matching

Professional growth opportunities

Collaborative, fast-paced environment

Job summary

MOHR Talent is seeking an experienced Executive Assistant to directly support the Founder in a fast-paced wealth management environment. The role emphasizes discretion, proactive scheduling, and seamless calendar/email management.

You will oversee a high-volume inbox, coordinate travel, and manage sensitive client information while maintaining confidentiality and professional communication.

Qualifications

• 5 years of Executive Assistant experience supporting a founder, owner, or senior executive.
• Previous experience in wealth management or financial services is required.
• Strong executive calendar and email-management experience.
• Experience with Salesforce or another complex CRM.
• Proficiency with Microsoft Office, Zoom, Calendly, and similar tools.
• Excellent written and verbal communication skills.
• Exceptional attention to detail and follow-through.
• Ability to manage multiple priorities with minimal supervision.

Responsibilities

• Manage the Founder’s calendar, meetings, appointments, and scheduling priorities.
• Oversee a high-volume executive email inbox.
• Identify urgent communications, draft responses, and ensure follow-up.
• Coordinate travel, reservations, meeting materials, and logistics.
• Plan internal and client-facing events.
• Answer calls and communicate professionally with clients and business partners.
• Maintain accurate records and activity within Salesforce.
• Handle mailings, office supplies, and general administrative needs.
• Use technology, AI, and automation tools to improve workflows.
• Anticipate needs and resolve issues before they become urgent.
• Maintain complete confidentiality and professional discretion.

Skills

Calendar management

Email management

Communication

Attention to detail

Multitasking

Discretion

Client focus

Tools

Salesforce

Microsoft Office

Zoom

Calendly

Job description

MOHR Talent is seeking an experienced Executive Assistant to directly support the Founder in a fast-paced wealth management environment. The role emphasizes discretion, proactive scheduling, and seamless calendar/email management.

You will oversee a high-volume inbox, coordinate travel, and manage sensitive client information while maintaining confidentiality and professional communication.