Our client is seeking a proactive and highly organized Executive Assistant to support the Chief of Staff and Founder within a close‑knit, fast‑moving financial services environment. This is a hands‑on role that blends traditional executive support with light personal and operational responsibilities. The ideal candidate is detail‑oriented, relationship‑driven, and eager to grow with the firm over the next several years. Hours are 8:00am–5:00pm with flexibility as needed. The role follows a hybrid schedule with three days onsite (Tuesday–Thursday).

Key Responsibilities:

• Provide high‑level administrative support to the Chief of Staff and Founder, including complex calendar management and travel coordination
• Manage scheduling logistics across internal meetings, client calls, and external commitments
• Support light personal coordination such as tracking important dates, occasional family‑related scheduling, and small administrative tasks
• Assist with client‑facing coordination, including thoughtful follow‑ups and high‑touch communication
• Draft, proofread, and manage detailed correspondence and follow‑up communications
• Support CRM evaluation and implementation (HubSpot or similar), including data organization and process setup
• Assist with light office management tasks such as liaising with building management, reserving meeting rooms, and supporting the transition to a permanent office
• Provide administrative support for marketing‑related initiatives, events, and internal materials
• Travel occasionally to Long Island (approximately twice per month) to support Founder needs

Qualifications:

• 1–2+ years of administrative or Executive Assistant experience; strong junior candidates encouraged
• Highly organized with excellent attention to detail and follow‑through
• Strong communication skills with sound judgment around tone, timing, and confidentiality
• Proactive, self‑starting mindset with a willingness to jump in wherever needed
• High emotional intelligence and comfort working closely with senior leadership
• Interest in growing within a small, entrepreneurial firm over the next several years
• Tech‑savvy and comfortable learning new systems and tools
• Bachelor’s degree highly preferred

Compensation/Benefits:

• Up to $90–100K base salary + discretionary bonus
• Employer‑covered medical coverage + dental and vision
• $100/month cell phone reimbursement
• 401(k) plan in development