Financial Advisory - Executive Assistant

Lead with Purpose. Partner with Impact. 

The Executive Assistant is a highly organized and proactive professional responsible for supporting

day-to-day administrative and operational needs of the firm. This role serves as a central point of

coordination across vendors, office logistics, scheduling, and executive support, ensuring efficient

office operations and a seamless internal experience.

What you’ll Do: 

• Provide comprehensive administrative support, including calendar management,

appointment scheduling, and travel coordination

• Manage vendor relationships, including onboarding, rate comparisons, renewals, and

cancellations 

• Serve as liaison between building management and the firm, coordinating access,

communications, insurance updates, and compliance-related information 

• Oversee office operations, including supply tracking and ordering (office supplies,

groceries, mailing materials) and coordinating meeting logistics such as catering and

accommodations 

• Support technology and systems administration, including managing subscriptions,

maintaining equipment (mailing machines, printers, etc.), coordinating service requests,

and assisting with general troubleshooting 

• Administer internal platforms and tools such as OnceHub and RingCentral, including

scheduling management, updates, and troubleshooting coordination 

• Track and process administrative financial items, including forwarding invoices, managing

subscription expenses, logging service tickets, and locating missing receipts 

• Handle incoming and outgoing mail, maintain records (e.g., gift logs, device logs, shred

certificates), and ensure documents are properly saved in SharePoint 

• Assist with firm events and employee support tasks, including onboarding logistics, gift

coordination, and internal communications 

• Support leadership and staff with additional administrative, operational, and IT needs as they

arise

What You Bring: 

• Strong organizational and time management skills with the ability to multitask and prioritize

effectively 

• High level of attention to detail and follow-through 

• Excellent written and verbal communication skills 

• Proficiency with Microsoft Office Suite and familiarity with business systems (e.g.,

scheduling platforms, CRM tools) 

• Ability to solve problems independently and proactively address operational needs 

• Professional discretion when handling confidential information 

• Experience supporting executives or managing office operations preferred

Physical Demand

The physical demands described here are representative of those that must be met by an employee

to successfully perform the essential functions of this job. Reasonable accommodation may be

made to enable individuals with disabilities to perform the essential functions.

• Sitting and utilizing a computer for long periods of time

• Ability to travel to and from work unassisted

• Able to lift up to 50 pounds