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Executive Assistant

hollow brook wealth managementKatonah, NYSenior L5

$75,000–$120,000

Executive Secretaries and Executive Administrative AssistantsSecretaries and Administrative Assistants, Except Legal, Medical, and ExecutiveOffice and Administrative Support Workers, All Other
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Executive Assistant Location: Katonah, NY (On-Site preferred, hybrid available for the right candidate) About the Firm A highly respected, human-focused wealth management firm based in Katonah, NY is seeking an Executive Assistant to join its close-knit growing team. This position offers an excellent opportunity for a high potential EA with a minimum of two years of experience looking to grow their career in a dynamic and collaborative environment. The firm values proactive thinking, adaptability, strong judgment, and a willingness to contribute wherever needed. The ideal candidate is polished, resourceful, technologically savvy, and thrives in a team-oriented culture.
Position Overview: Reporting to the Managing Director, Operations & Chief of Staff, this role provides primary support to the CEO and President, and the firm, and owning office management responsibilities. This is a highly visible position requiring exceptional organizational skills, attention to detail, professionalism, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities:
  • Executive Support
  • Manage complex calendars and scheduling for senior executives
  • Coordinate travel for the team Anticipate executive needs by staying several steps ahead—identifying conflicts, managing competing priorities, and proposing solutions before issues arise
  • Coordinate and facilitate meetings Answer and manage phone communications professionally
  • Prepare meeting materials and assist with follow-up actions
  • Arrange and host client visits, ensuring a seamless experience
  • Demonstrates enthusiasm for taking on a wide range of projects, flexing across functions, and contributing wherever needed to support firm-wide priorities
  • Office Management
  • Support daily office operations and administrative functions
  • Serve as a key point of contact for office-related needs
  • Coordinate internal events, meetings, and logistics
  • Assist with special projects and ad hoc initiatives as needed
  • Foster a welcoming and professional office environment
Qualifications:
  • Executive Assistant experience preferred, with a minimum of 2+ years of experience Industry experience is not required; candidates from various backgrounds will be considered
  • Operates with a no-task-too-small mindset, proactively removing barriers, anticipating leadership needs, and stepping in across both traditional and non-traditional responsibilities to ensure priorities are executed seamlessly
  • Highly proactive with a strong ownership mindset; does not wait for direction
  • Resourceful problem-solver with the ability to navigate ambiguity and act decisively
  • Demonstrates excellent judgment and ability to prioritize in a fast-paced environment
  • Strong sense of accountability and follow-through; nothing falls through the cracks
  • Strong interpersonal and communication skills
  • Comfortable operating in a collaborative, all-hands-on-deck environment with speed
  • Comfortable operating in a high-touch, high-responsibility environment where priorities can shift quickly
  • Excellent organizational skills and attention to detail
  • Strong technology proficiency
  • Ability to maintain confidentiality and exercise sound judgment
Compensation & Benefits: Compensation
Base Salary: $75,000–$120,000, depending on experience
Annual Bonus Opportunity Benefits Highlights 100% company-paid healthcare coverage 401(k) eligibility Three weeks of PTO (with some flexibility) Professional development and education encouraged Strong commitment to career development support This is an excellent opportunity to join a growing, relationship-driven organization where your contributions will have a meaningful impact on both leadership and the broader team.

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Level

Senior L5

Salary

$75,000–$120,000

Location

Katonah, NY

Occupation

Executive Secretaries and Executive Administrative Assistants

Industry

Executive Offices

Posted

8 days ago

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