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Executive Assistant

Select Wealth Partners
locationGoshen, NY 10924, USA
PublishedPublished: 6/14/2022
Full Time

Job Description

Job Description

The Executive Assistant (EA) serves as a trusted partner to the executive team, ensuring leaders remain focused on high-value priorities that drive the firm forward. This role requires a forward-thinking, highly organized professional who can anticipate needs, manage competing demands, and act as a gatekeeper to optimize executive time. The EA enhances leadership effectiveness by coordinating schedules, managing communications, preparing for critical meetings, and supporting strategic initiatives.


Benefits

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Parental Leave

Retirement Plan

Career Growth Opportunities

Hands on Training


Responsibilities

The Executive Assistant (EA) will oversee scheduling priorities, ensuring executive availability aligns with firm goals and client service standards, while also preparing leaders with the right materials for each commitment. They will manage communication flow, serving as the first point of contact for executives and ensuring clarity, professionalism, and discretion in all correspondence. Core responsibilities include meeting preparation and follow-up, project and strategic support, relationship management with clients and key stakeholders, and operational oversight to keep initiatives on track. The EA will also play a critical role in continuous improvement, identifying opportunities to streamline workflows and enhance executive impact.


Requirements

The ideal candidate demonstrates strong organizational skills, attention to detail, and the ability to prioritize effectively under pressure. Emotional intelligence and the ability to build trusted relationships are essential, as is discretion in handling sensitive information. Excellent written and verbal communication skills are required, along with a proactive, problem-solving mindset that anticipates needs before they arise. A successful EA is forward-thinking, adaptable, and thrives in a fast-paced environment while ensuring alignment with the firms vision and values.

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