Comprehensive Wealth Management Firm looking for an Executive Assistant to the  Chief Investment Officer and Chief Executive Officer. Highly organized and trusted Executive Assistant with experience supporting senior leadership in a fast-paced financial services environment. Provides high-level administrative and operational support to the CIO and CEO, while serving as a key point of coordination potentially between 2 office locations. Known for exceptional judgment, discretion, attention to detail, professionalism, and the ability to anticipate executive needs. The position requires the following qualities: smart, loyal, willing to learn, interested in the financial industry, presents well. Responsibilities will include drafting letters, contracts, filing, phones, scheduling appointments, assist in client meetings. Looking for a recent college graduate with a degree in business, accounting or finance or 2 years office work experience. The job will include training for investment management research, client service, trading, compliance and bookkeeping. Experience with financial services firm a plus. Salary and full medical benefits. Retirement plan. Must have a car and drive. Non-Smoking. Lynbrook Location
Job Type: Full-time
Work Location: In person
Pay: $40,000.00 - $65,000.00 per year

Also on the board Same function, level within a rung

Level

Mid

Salary

$40,000.00 - $65,000.00 per year

Location

Lynbrook, NY

Occupation

Executive Secretaries and Executive Administrative Assistants

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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