Wealthspire Advisors
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Executive Assistant
role at
Wealthspire Advisors
1 day ago Be among the first 25 applicants
EXECU014229_1
Who We Are
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Summary The Executive Assistant provides high-level administrative support to the President & COO, as well as two Senior Leaders. This role demands exceptional organizational abilities, sound judgment, and a high degree of discretion in handling sensitive and confidential matters. Operating in a fast-paced, dynamic environment, the Executive Assistant must be proactive, detail-oriented, and an effective communicator. The ideal candidate demonstrates initiative, professionalism, and a collaborative mindset, ensuring seamless support to the leadership. This role offers flexibility and can be performed in either a hybrid or fully remote work setting, requiring strong self‑motivation and effective use of remote collaboration tools.
Responsibilities
Manage daily calendars, meetings, and appointments with flexibility and discretion.
Draft and edit emails, memos, and communications on behalf of executives.
Plan and execute internal and external meetings, including logistics, catering, and presentation materials.
Arrange corporate travel, including itineraries, transportation, lodging, and meeting accommodations, and handle last‑minute changes.
Support occasional marketing initiatives in collaboration with the Marketing Department.
Coordinate and maintain senior leaders’ calendars and expense reports and provide administrative support on various tasks as required.
Prepare presentations, spreadsheets, and other documents as requested. Assist with special projects, often involving research and data collection.
Handle confidential matters and independently manage special assignments.
Provide general administrative support and participate in team meetings and training sessions.
Mentor junior administrative staff and model exceptional client service across the organization.
Qualifications
Bachelor’s degree and 3+ years of experience supporting senior executives, preferably in financial services.
Advanced proficiency in Microsoft Outlook, Word, PowerPoint, and strong skills in Excel.
Highly organized, adaptable, and capable of managing multiple priorities independently.
Strong interpersonal skills and ability to build relationships across the organization.
Demonstrated integrity, initiative, and reliability.
Excellent verbal and written communication skills, with the ability to tailor messaging to various audiences.
Commitment to confidentiality and discretion in all aspects of the role.
Some travel may be required.
What We Offer NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $74,000 – $108,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
Equal Employment Opportunity NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
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Executive Assistant
role at
Wealthspire Advisors
1 day ago Be among the first 25 applicants
EXECU014229_1
Who We Are
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Summary The Executive Assistant provides high-level administrative support to the President & COO, as well as two Senior Leaders. This role demands exceptional organizational abilities, sound judgment, and a high degree of discretion in handling sensitive and confidential matters. Operating in a fast-paced, dynamic environment, the Executive Assistant must be proactive, detail-oriented, and an effective communicator. The ideal candidate demonstrates initiative, professionalism, and a collaborative mindset, ensuring seamless support to the leadership. This role offers flexibility and can be performed in either a hybrid or fully remote work setting, requiring strong self‑motivation and effective use of remote collaboration tools.
Responsibilities
Manage daily calendars, meetings, and appointments with flexibility and discretion.
Draft and edit emails, memos, and communications on behalf of executives.
Plan and execute internal and external meetings, including logistics, catering, and presentation materials.
Arrange corporate travel, including itineraries, transportation, lodging, and meeting accommodations, and handle last‑minute changes.
Support occasional marketing initiatives in collaboration with the Marketing Department.
Coordinate and maintain senior leaders’ calendars and expense reports and provide administrative support on various tasks as required.
Prepare presentations, spreadsheets, and other documents as requested. Assist with special projects, often involving research and data collection.
Handle confidential matters and independently manage special assignments.
Provide general administrative support and participate in team meetings and training sessions.
Mentor junior administrative staff and model exceptional client service across the organization.
Qualifications
Bachelor’s degree and 3+ years of experience supporting senior executives, preferably in financial services.
Advanced proficiency in Microsoft Outlook, Word, PowerPoint, and strong skills in Excel.
Highly organized, adaptable, and capable of managing multiple priorities independently.
Strong interpersonal skills and ability to build relationships across the organization.
Demonstrated integrity, initiative, and reliability.
Excellent verbal and written communication skills, with the ability to tailor messaging to various audiences.
Commitment to confidentiality and discretion in all aspects of the role.
Some travel may be required.
What We Offer NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $74,000 – $108,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
Equal Employment Opportunity NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr