Strategic Executive Assistant & Meeting Planner

Oxford Financial Group, Ltd.; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Oxford Financial Group, Ltd. in Manhattan is seeking an Executive Assistant/Meeting Planner to provide high‑level administrative support to Managing Directors.

The role focuses on client meeting coordination, travel logistics, calendar management, and cross‑department coordination to ensure timely, accurate materials and communications. The position is on site in the Central Park South/Midtown area, reports to the Manager of Administrative Services, and requires strong organization, discretion,

Qualifications

• Associate degree in a business-related field or equivalent professional experience
• Minimum three years of administrative experience preferred
• Prior experience with meeting preparation strongly preferred
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook)
• Comfortable operation of standard office equipment and telephone system

Responsibilities

• Coordinates client meeting preparation and follow up
• Initiates Meeting Prep Workflow, prepares and collects materials and coordinates with MD, RM and other teams
• Prepares, prints, collates and binds reports and deliverables
• Prepares, files, and distributes follow up communication
• Maintains tracking log(s) of client projects
• Schedules MD meetings (client, advisor, prospect, internal) following established procedures
• Coordinates travel logistics for MDs
• Assists with expense reports and calendar management
• Covers front desk as needed
• Supports administrative team and participates in meetings and training

Skills

Communication skills

Project management

Discretion and professionalism

Time management

Education

Associate degree in business-related field

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Oxford Financial Group, Ltd. in Manhattan is seeking an Executive Assistant/Meeting Planner to provide high‑level administrative support to Managing Directors.

The role focuses on client meeting coordination, travel logistics, calendar management, and cross‑department coordination to ensure timely, accurate materials and communications. The position is on site in the Central Park South/Midtown area, reports to the Manager of Administrative Services, and requires strong organization, discretion,