Financial Advisory Executive Assistant

Lead with Purpose. Partner with Executive Assistant is a highly organized and proactive professional responsible for supportingday-to-day administrative and operational needs of the firm. This role serves as a central point ofcoordination across vendors office logistics scheduling and executive support ensuring efficientoffice operations and a seamless internal : Provide comprehensive administrative support including calendar managementappointment scheduling and travel coordination Manage vendor relationships including onboarding rate comparisons renewals andcancellations Serve as liaison between building management and the firm coordinating accesscommunications insurance updates and compliance-related information Oversee office operations including supply tracking and ordering (office suppliesgroceries mailing materials) and coordinating meeting logistics such as catering andaccommodations Support technology and systems administration including managing subscriptionsmaintaining equipment (mailing machines printers etc.) coordinating service requestsand assisting with general troubleshooting Administer internal platforms and tools such as OnceHub and RingCentral includingscheduling management updates and troubleshooting coordination Track and process administrative financial items including forwarding invoices managingsubscription expenses logging service tickets and locating missing receipts Handle incoming and outgoing mail maintain records (e.g. gift logs device logs shredcertificates) and ensure documents are properly saved in SharePoint Assist with firm events and employee support tasks including onboarding logistics giftcoordination and internal communications Support leadership and staff with additional administrative operational and IT needs as theyariseWhat You Bring: Strong organizational and time management skills with the ability to multitask and prioritizeeffectively High level of attention to detail and follow-through Excellent written and verbal communication skills Proficiency with Microsoft Office Suite and familiarity with business systems ( platforms CRM tools) Ability to solve problems independently and proactively address operational needs Professional discretion when handling confidential information Experience supporting executives or managing office operations preferredPhysical DemandThe physical demands described here are representative of those that must be met by an employeeto successfully perform the essential functions of this job. Reasonable accommodation may bemade to enable individuals with disabilities to perform the essential functions. Sitting and utilizing a computer for long periods of time Ability to travel to and from work unassisted Able to lift up to 50 pounds