Executive Assistant
Match Group
Executive Assistant to the CEO
Ash & Harris Executive Search
full-time
Posted on:
Location: New York • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $110,000 per year
Job Level
Mid-LevelSenior
About the role
- Ash & Harris Executive Search is looking for an Executive Assistant / Practice Manager\n
- Overview: Our client is a thriving, boutique wealth management firm based in Melville, NY. They seek a highly experienced and proactive Executive Assistant / Practice Manager to support their CEO & Lead Advisor. This role is ideal for someone who thrives in a fast-paced environment and is passionate about optimizing operations while delivering exceptional client service.\n
- Key Responsibilities:\n
- Manage the daily flow of a growing advisory business.\n
- Provide high-level executive support to the CEO and Lead Advisor, including calendar management, meeting preparation, and client communications.\n
- Oversee and optimize day-to-day practice operations; act as a liaison across team members, vendors, and clients.\n
- Coordinate client service workflows, including onboarding, follow-ups, documentation, and compliance tracking.\n
- Assist with project management, internal systems, and operational initiatives.\n
- Ensure timely and accurate data entry into CRM and support maintenance of financial and insurance records.\n
- Help maintain a culture of excellence and high-touch client service.\n
- Schedule:\n
- Full-time\n
- Work Arrangement: Hybrid
Requirements
- Education: Relevant certifications or degrees in business administration, finance, or related fields are a plus.\n
- Experience: Minimum 5+ years of experience as an Executive Assistant or Operations Manager in wealth management, financial services, or professional services.\n
- Securities License (Series 6, 7, or equivalent) required.\n
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM systems.\n
- Excellent interpersonal skills, a team-oriented mindset, and strong attention to detail.\n
- Ability to handle confidential information with discretion.\n
- Self-motivated with the ability to work independently in a fast-paced environment.
