Senior Executive Assistant

Corient Services LLC; New York (NY); On-site; USD 88,000 - 121,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Commuter & Transit FSA

Training Reimbursement

Job summary

Corient is seeking an experienced administrative professional to support multiple executives in a fast-paced wealth-management environment. You will manage calendars, coordinate meetings, and ensure confidential handling of sensitive information across teams and clients.

The role involves travel coordination, presentations, and project support under senior leadership, with onsite work four days per week and a strong emphasis on organization and discretion.

Qualifications

• 3-5+ years administrative experience supporting multiple individuals, including C-level executives.
• Strong judgment and discretion with confidential information.
• Excellent organization and time management with attention to detail.
• Collaborative attitude, reliable and responsive in a fast-paced environment.
• Experience with senior leaders and multi-project coordination.
• Proficient in MS Office (Word, Excel, PowerPoint, Outlook, Visio).

Responsibilities

• Calendar management for multiple managers and associated teams.
• Schedule meetings and resolve conflicts; coordinate internal and external meetings.
• Provide back-up coverage and assist with managers' calendars and daily projects.
• Handle day-to-day administrative tasks including time entry, mailings and expense reports.
• Coordinate conference rooms, IT support, security badges and meeting logistics.
• Maintain relationships across teams, client counterparts and vendors.

Skills

Calendar management

Scheduling meetings

Executive support

Discretion/confidentiality

Organization

Communication

Multi-tasking

Proactive

Education

Bachelor’s degree preferred

Tools

Microsoft Office Suite

Job description

Join a team that values your ambition and empowers your growth At Corient, we help high-and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• Calendar management for multiple managers and associated teams.
• Scheduling meetings and resolving conflicts; coordinating and prioritizing internal and external meetings
• Working within a team environment and providing back-up coverage to other assistants and aiding with manager’s calendars, daily projects
• Ownership of day-to-day administrative tasks, i.e. time entry, mailings, and expense reports
• Coordinating conference rooms, video/conference details, IT support, security badges and all meeting logistics
• Relationship management by developing and maintaining strong connections across teams, with client counterparts and vendors
• Coordinating travel arrangements including all logistics as well as Travel & Expense Reports
• Working with Executives and admins to edit, format, prepare presentations for meetings, ensuring proper distribution channels and maintaining utmost confidentiality; printing and binding presentations to distribute to attendees; facilitating secure and seamless information flow by ensuring who, what, when, where for all activities relating to sensitive data; maintain filing systems
• Organizing team-building events and employee engagement opportunities
• Fielding inquiries to appropriate team members, responding to employee inquiries, and ensuring a timely response to urgent issues
• Ad hoc errands and requests
• Opportunity to get further involved with Executive support and project managing of internal and Client projects to accommodate needs including special projects and ad-hoc assignments

Qualifications & Requirements

• 3-5+ years administrative experience providing exceptional support to multiple individuals, including directly supporting C-level executives
• Excellent judgment and the ability to balance resourcefulness and discretion, demonstrates ability to protect confidential and proprietary information
• Exceptional organization and time management skills with great attention to detail
• Positive and collaborative attitude, assertive but flexible personality to meet the changing needs of the environment; highly reliable, responsible, and responsive
• Ability to interact with senior leaders (at all levels) in a fast-paced environment, while remaining flexible, proactive, resourceful, and efficient
• Ability to effectively manage/coordinate simultaneous projects, and successfully prioritize and multi-task with sound judgment; understands urgency
• Excellent judgment and the ability to balance resourcefulness and discretion, demonstrates ability to protect confidential and proprietary information
• Demonstrates emotional intelligence and strong communication skills
• Bachelor’s degree preferred
• Experience using PC; Proficiency in the Microsoft Office Suite including Word, Excel, PowerPoint, Outlook and Visio

Pay Information

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Pay Information This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $88,000 - $121,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. "It is not typical for an individual to be offered a salary at or near the top of the range for a position." Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
• Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
• Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience.

As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience.

As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.