Executive Assistant

The Executive Assistant will work with the firm Principals to serve the needs of the clients and the firm. The Executive Assistant will assist the other Partners/Principals or staff as client demands warrant.

  • Answer phones, greet visitors,
  • Admin support for Principals, including calendaring, travel arrangements, expense reports, internal and external meeting logistics, client presentations, client paperwork/file managment.
  • Support for client paperwork: setting up new brokerage accounts, processing wire requests; changoe of address; tax compliance and calendaring; etc.


  • Bachelor’s required
  • 4-7 years exp with financial services firm
  • Sharp, smart, organized, excellent presentation & communication skills

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