Right Executive Search, LLC
Executive Assistant to Lead Financial Advisor
Right Executive Search, LLC, Melville, New York, us, 11775
Executive Assistant to Lead Financial Advisor
Executive Assistant to Lead Financial Advisor
Get AI-powered advice on this job and more exclusive features. Right Executive Search, LLC provided pay range
This range is provided by Right Executive Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $120,000.00/yr Additional compensation types
Annual Bonus Direct message the job poster from Right Executive Search, LLC President & Managing Partner at Right Executive Search LLC *Speciality: Financial Services, Fintech…
Executive Assistant to the CEO & Lead Advisor/Office Manager Industry: Wealth Management/Registered Investment Advisor (RIA) Our client is a fast-paced, well-established wealth management firm that has been serving high-net-worth individuals including business owners and medical professionals for over 30 years. The firm is seeking a highly organized, proactive Executive Assistant/Office Manager to serve as the right hand to the CEO and Lead Financial Advisor. This is a mission-critical role focused on ensuring operational excellence, driving team accountability, and enabling the CEO to concentrate on high-impact, revenue-generating activities. The Executive Assistant/Office Manager will take on a broad range of responsibilities, including executive support, firm operations oversight, strategic project coordination, and day-to-day execution. Key Responsibilities of the Executive Assistant/Office Manager: Executive Support to the CEO & Lead Advisor Manage the CEO’s calendar, meetings, and correspondence. Act as a gatekeeper to protect the CEO’s time and prioritize initiatives. Prepare and organize meeting materials, reports, and follow-up action items. Handle confidential information with discretion and professionalism. Operations & Practice Management Maintain a deep understanding of firm workflows, client relationships, and goals. Oversee daily operations, ensuring efficiency and accuracy across all functions, assist with creating SOPs for reference and consistency Collaborate with internal teams to resolve issues and support compliance. Track key initiatives and ensure the CEO remains informed and aligned. Project & Team Coordination Lead execution of strategic projects from planning through completion. Coordinate internal meetings and drive accountability on deliverables. Support onboarding and training of new team members. Client & Relationship Support Serve as liaison between the CEO and high-value clients or external partners. Ensure timely, professional communication that reflects the firm’s standards. Marketing & Client Engagement (Secondary Focus) Assist with client communications, events, and outreach initiatives. Support brand visibility and business development efforts. Qualifications of the Executive Assistant/Office Manager: · 5+ years of proven experience (EA, Office Manager, Operations, or similar role) supporting top-producing financial advisor(s)/Wealth management Executive · Strong operational background in wealth management; process-oriented with excellent organizational and project management skills. · Proficiency in Microsoft Office Suite, CRM systems (such as Salesforce or Redtail), and industry-specific platforms. · Bachelor’s degree required. · Ability to multitask, prioritize, and thrive in a fast-paced environment. · High level of discretion, EQ, and integrity · Exhibits strong communication skills and an upbeat, team-oriented and proactive demeanor. If you are a results-driven administrative or operations professional with experience supporting financial advisors and excited to contribute to the success of a collaborative, growth-focused firm, we would love to hear from you. This is a warm, team-oriented culture with an exceptional group of professionals. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Customer Service, Finance, and Administrative Industries Financial Services, Investment Management, and Investment Advice Referrals increase your chances of interviewing at Right Executive Search, LLC by 2x Inferred from the description for this job
Medical insurance 401(k) Paid maternity leave Get notified about new Executive Assistant jobs in
Melville, NY . Executive Assistant, Optimization Solutions
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Executive Assistant to Lead Financial Advisor
Get AI-powered advice on this job and more exclusive features. Right Executive Search, LLC provided pay range
This range is provided by Right Executive Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $120,000.00/yr Additional compensation types
Annual Bonus Direct message the job poster from Right Executive Search, LLC President & Managing Partner at Right Executive Search LLC *Speciality: Financial Services, Fintech…
Executive Assistant to the CEO & Lead Advisor/Office Manager Industry: Wealth Management/Registered Investment Advisor (RIA) Our client is a fast-paced, well-established wealth management firm that has been serving high-net-worth individuals including business owners and medical professionals for over 30 years. The firm is seeking a highly organized, proactive Executive Assistant/Office Manager to serve as the right hand to the CEO and Lead Financial Advisor. This is a mission-critical role focused on ensuring operational excellence, driving team accountability, and enabling the CEO to concentrate on high-impact, revenue-generating activities. The Executive Assistant/Office Manager will take on a broad range of responsibilities, including executive support, firm operations oversight, strategic project coordination, and day-to-day execution. Key Responsibilities of the Executive Assistant/Office Manager: Executive Support to the CEO & Lead Advisor Manage the CEO’s calendar, meetings, and correspondence. Act as a gatekeeper to protect the CEO’s time and prioritize initiatives. Prepare and organize meeting materials, reports, and follow-up action items. Handle confidential information with discretion and professionalism. Operations & Practice Management Maintain a deep understanding of firm workflows, client relationships, and goals. Oversee daily operations, ensuring efficiency and accuracy across all functions, assist with creating SOPs for reference and consistency Collaborate with internal teams to resolve issues and support compliance. Track key initiatives and ensure the CEO remains informed and aligned. Project & Team Coordination Lead execution of strategic projects from planning through completion. Coordinate internal meetings and drive accountability on deliverables. Support onboarding and training of new team members. Client & Relationship Support Serve as liaison between the CEO and high-value clients or external partners. Ensure timely, professional communication that reflects the firm’s standards. Marketing & Client Engagement (Secondary Focus) Assist with client communications, events, and outreach initiatives. Support brand visibility and business development efforts. Qualifications of the Executive Assistant/Office Manager: · 5+ years of proven experience (EA, Office Manager, Operations, or similar role) supporting top-producing financial advisor(s)/Wealth management Executive · Strong operational background in wealth management; process-oriented with excellent organizational and project management skills. · Proficiency in Microsoft Office Suite, CRM systems (such as Salesforce or Redtail), and industry-specific platforms. · Bachelor’s degree required. · Ability to multitask, prioritize, and thrive in a fast-paced environment. · High level of discretion, EQ, and integrity · Exhibits strong communication skills and an upbeat, team-oriented and proactive demeanor. If you are a results-driven administrative or operations professional with experience supporting financial advisors and excited to contribute to the success of a collaborative, growth-focused firm, we would love to hear from you. This is a warm, team-oriented culture with an exceptional group of professionals. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Customer Service, Finance, and Administrative Industries Financial Services, Investment Management, and Investment Advice Referrals increase your chances of interviewing at Right Executive Search, LLC by 2x Inferred from the description for this job
Medical insurance 401(k) Paid maternity leave Get notified about new Executive Assistant jobs in
Melville, NY . Executive Assistant, Optimization Solutions
Purchase, NY $69,000.00-$107,000.00 1 week ago Norwalk, CT $80,000.00-$85,000.00 4 weeks ago White Plains, NY $80,000.00-$95,000.00 1 week ago Woodbury, NY $60,000.00-$65,000.00 3 weeks ago Norwalk, CT $80,000.00-$85,000.00 1 week ago Cedarhurst, NY $65,000.00-$85,000.00 2 weeks ago White Plains, NY $100,000.00-$120,000.00 1 week ago Port Washington, NY $70,000.00-$90,000.00 1 week ago Ronkonkoma, NY $65,000.00-$70,000.00 2 weeks ago Smithtown, NY $60,000.00-$80,000.00 6 days ago Front Office Manager - Residence Inn & Courtyard Central Islip
Central Islip, NY $20.00-$22.00 1 week ago Office Manager (Port Chester Corps/Community Center)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr