Executive Assistant, Financial Services

2 months ago

Smithtown, United States Executive Alliance Full time

Executive Alliance is pleased to represent our client who are a financial planning services and investment management solutions organization located in Smithtown, Long Island, New York.


About the Role:


They are seeking a detail-oriented and adaptable Executive Assistant to join their growing financial services investment team in Islandia, NY. In this crucial role, you will be responsible for overseeing the smooth and efficient day-to-day operations of the company's office, providing exceptional administrative support to their team while ensuring a positive and productive work environment.


NOTE: This is a five (5) day onsite role at company HQ in Smithtown, Long Island, N.Y. The ideal person must be accessible to Smithtown, N.Y.


Responsibilities:


Office Management:


  • Greeting clients and managing appointment schedules.
  • Manage all office supplies, equipment, and inventory.
  • Coordinate office maintenance and repairs.
  • Oversee security protocols and ensure a safe and healthy work environment.
  • Manage travel arrangements and expense reports.
  • Assisting with document gathering and discretionary practices for clients’ investment portfolios.


Administrative Support:


  • Provide efficient administrative support to the investment team, including scheduling meetings, handling phone calls and emails, and preparing presentations.
  • Manage and maintain filing systems and documents.
  • Assist with onboarding and training new employees.


Financial Tasks:


  • Process accounts payable and receivable.
  • Prepare and reconcile bank statements.
  • Assist with budgeting and financial reporting (depending on experience).


HR Tasks:


  • Assist with the recruitment and hiring process.
  • Maintain employee records and ensure compliance with HR policies.
  • Coordinate benefits administration.


Additional Responsibilities:


  • Stay informed of industry trends and best practices in office management.
  • Identify and implement opportunities to improve efficiency and productivity within the office.
  • Take on other duties as assigned by the management team.


Qualifications:


  • Bachelor's degree in Business Administration, Office Management, or a related field preferred.
  • Minimum 3+ years of experience in an office management role, preferably within the financial services industry.
  • Strong organizational and time management skills, with the ability to prioritize tasks and work effectively in a fast-paced environment.
  • Excellent communication, interpersonal, and customer service skills.
  • Proficient in Microsoft Office Suite, with strong Excel skills.
  • Experience with accounting software a plus.
  • Detail-oriented and highly accurate with a strong commitment to quality.
  • Ability to work independently and as part of a team.
  • Positive and professional demeanor.



Benefits:


  • Competitive salary and benefits package.
  • Opportunity to work in a dynamic and growing company.
  • Collaborative and supportive work environment.
  • Chance to make a real impact on the success of the company.

  • Executive Assistant, Financial Services

    2 months ago

    Smithtown, United States Executive Alliance Full time

    Executive Alliance is pleased to represent our client who are a financial planning services and investment management solutions organization located in Smithtown, Long Island, New York.About the Role:They are seeking a detail-oriented and adaptable Executive Assistant to join their growing financial services investment team in Islandia, NY. In this crucial...

  • Administrative Coordinator, Financial Services

    2 weeks ago

    Smithtown, New York, United States Executive Alliance Full time

    Executive Alliance is proud to represent a distinguished client specializing in financial planning and investment management solutions.Position Overview:Our client is in search of a meticulous and flexible Administrative Coordinator to enhance their financial services investment team. This pivotal role involves ensuring the seamless and effective daily...

  • Assistant Account Executive

    3 weeks ago

    Smithtown, United States Engage Partners, Inc. Full time

    Assistant Account Executive   Your role is to assist the account team with servicing and managing Agency accounts across various industries.     RESPONSIBILITIES Support Senior Account Executives on assignments from inception to completion.  (support 1-2 SR Account Executives) Learn how to own the development and maintenance of project timelines,...

  • Financial Operations Associate

    2 weeks ago

    Smithtown, New York, United States Arrow Security Full time

    Arrow Security is a leading privately owned security service provider in the United States, renowned for its exceptional customer retention and long-standing client relationships. We are currently seeking an Accounts Payable/Accounts Receivable Associate to enhance our financial team.The AP/AR Associate will play a crucial role in executing various...

  • Financial Accountant

    24 hours ago

    Smithtown, New York, United States Apex Ventures Full time

    About Apex VenturesApex Ventures is a pioneering company that develops innovative digital platform services for the logistics industry. As a scout, investor, and company builder, we support Logtech startups in setting new standards for transparency, efficiency, and sustainability.Role OverviewWe are seeking a highly skilled Financial Accountant to join our...

  • Financial Operations Associate

    2 weeks ago

    Smithtown, New York, United States Arrow Security Full time

    Arrow Security is a leading provider of security services in the United States, recognized for our commitment to customer satisfaction and operational excellence. We are currently seeking an Accounts Payable/Accounts Receivable Associate to support our financial team.The AP/AR Associate will play a vital role in managing various accounting functions,...

  • Freelance PR Account Executive

    2 weeks ago

    Smithtown, United States Trust Relations Full time

    Company DescriptionTrust Relations Overview Trust Relations is a fast-growing, virtual branding, and strategic communications agency. We bypass the traditional agency model to build trusted brands, craft authentic stories, and engage diverse audiences - for marquee brands and disruptive startups alike. At Trust Relations, we represent companies that straddle...

  • Insurance and Financial Services Position

    3 months ago

    Smithtown, United States Jennifer O'Brien - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewState Farm Insurance Agent located in Smithtown, NY is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Jennifer O'Brien - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including...

  • Freelance PR Account Executive

    1 month ago

    Smithtown, United States Trust Relations Full time

    Job DescriptionJob DescriptionCompany Description Trust Relations Overview Trust Relations is a fast-growing, virtual branding, and strategic communications agency. We bypass the traditional agency model to build trusted brands, craft authentic stories, and engage diverse audiences — for marquee brands and disruptive startups alike.At Trust Relations, we...

  • Freelance PR Account Executive

    2 weeks ago

    Smithtown, United States Trust Relations Full time

    Job DescriptionJob DescriptionCompany Description Trust Relations Overview Trust Relations is a fast-growing, virtual branding, and strategic communications agency. We bypass the traditional agency model to build trusted brands, craft authentic stories, and engage diverse audiences — for marquee brands and disruptive startups alike.At Trust Relations, we...

  • Medical Assistant

    2 weeks ago

    Smithtown, United States Stony Brook Administrative Services Full time

    General Summary:Responsible for performing a variety of duties that may be both clinical and administrative tasks. This includes assisting physicians with patient care and handling clerical, environmental and organizational tasks. Expected to provide information to patients so that they benefit from the clinical services.Essential Functions:Check schedules,...

  • Program Services Coordinator

    2 weeks ago

    Smithtown, New York, United States Developmental Disabilities Institute Full time

    Day Programming SupervisorThe Developmental Disabilities Institute is seeking a dedicated Day Programming Supervisor to manage the comprehensive operations of our daily programming services. The successful candidate will be tasked with ensuring the delivery of functional and age-appropriate programming, conducting thorough assessments to develop personalized...

  • Automotive Service Associate

    2 weeks ago

    Smithtown, New York, United States Smithtown Toyota Full time

    Position OverviewSmithtown Toyota is on the lookout for a dedicated full-time Automotive Service Associate to become a vital part of our team. This role presents an excellent chance to enter a dynamic sector with numerous avenues for advancement.Employee Benefits:Paid time off after one year of servicePaid sick leavePaid holidays401k plan with immediate...

  • Environmental Services Associate

    2 weeks ago

    Smithtown, New York, United States Catholic Health Service Full time

    Position Overview:Catholic Health Service is a respected organization dedicated to providing exceptional healthcare services. Our commitment to the community spans over five decades, emphasizing a compassionate approach to patient care. We operate a comprehensive facility that includes a nursing and rehabilitation center, a community hospital, and a medical...

  • Nurse Care Specialist

    3 days ago

    Smithtown, New York, United States Whisper Woods of Smithtown Full time

    Job Description**Job Title:** Registered Nurse**Job Summary:** Whisper Woods of Smithtown is seeking a compassionate and dedicated Registered Nurse to join our team. As a Registered Nurse, you will play a vital role in delivering high-quality nursing care to our residents in a warm and comfortable environment.Key Responsibilities:Accurately assess,...

  • Head of Children's Residential Services

    2 weeks ago

    Smithtown, New York, United States Developmental Disabilities Institute Full time

    Position Overview:As the Head of Children's Residential Services at DDI, you will oversee the comprehensive management of our residential program operations.Key Responsibilities:1. Direct all operational aspects of the Children's Residential Services.2. Ensure effective recruitment and supervision of staff to fulfill program goals.3. Collaborate with the...

  • RN, Registered Nurse

    1 month ago

    Smithtown, United States Whisper Woods of Smithtown Full time

    Join, stay, and grow with Benchmark. Connect with your calling.Whisper Woods of Smithtown is looking for a compassionate RN to join our team!As a Registered Nurse, your main role will be to deliver nursing care to our residents within a warm, comfortable, and home-like environment. You will be part of a team of dedicated, like-minded individuals whose...

  • Sales Associate: Customer Service Representative

    1 day ago

    Smithtown, New York, United States COSTELLOS ACE Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Costello's Ace Hardware. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a clean and organized store environment, and meeting sales goals.Key ResponsibilitiesCustomer Service: Greet every customer, answer...

  • Agent's Assistant

    3 months ago

    Smithtown, United States Jennifer O'Brien - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Agent's Assistant - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you...

  • Accounts Payable/ Receivable Associate

    4 weeks ago

    Smithtown, United States Arrow Security Full time

    Job DescriptionJob DescriptionARROW is one of the largest privately held security guard companies in the United States with a 97% customer retention rate and an average client relationship of over 15 years. Our dedication to customer service runs deep throughout the entire organization and is what sets us apart from the competition. With our continued growth...