(Job TE- 1090) Executive Assistant to the CEO
Ash & Harris Executive Search is looking for an Executive Assistant / Practice Manager
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.
Key Responsibilities:
- Manage the daily flow of a growing advisory business.
- Provide high-level executive support to the CEO and Lead Advisor, including calendar management, meeting preparation, and client communications.
- Oversee and optimize day-to-day practice operations; act as a liaison across team members, vendors, and clients.
- Coordinate client service workflows, including onboarding, follow-ups, documentation, and compliance tracking.
- Assist with project management, internal systems, and operational initiatives.
- Ensure timely and accurate data entry into CRM and support maintenance of financial and insurance records.
- Help maintain a culture of excellence and high-touch client service.
Requirements:
Education:
- Relevant certifications or degrees in business administration, finance, or related fields are a plus.
Experience:
- Minimum 5+ years of experience as an Executive Assistant or Operations Manager in wealth management, financial services, or professional services.
- Strong understanding of wealth management, insurance, and financial planning processes.
- Securities License (Series 6, 7, or equivalent) required.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM systems.
Other:
- Excellent interpersonal skills, a team-oriented mindset, and strong attention to detail.
- Ability to handle confidential information with discretion.
- Self-motivated with the ability to work independently in a fast-paced environment.
Compensation and Benefits:
- Salary: $100,000 - $110,000
- Bonus Potential & Profit-Sharing
- Health Insurance Stipend
Schedule:
- Full-time
- Work Arrangement: Hybrid
Average salary estimate
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