Executive Assistant

Posted 2 days ago

westco financial groupLynbrook (NY)

Executive Secretaries and Executive Administrative Assistants Portfolio Management and Investment Advice

SENIORITY

Mid

SALARY

$40,000.00 - $65,000.00 per year

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About the role

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

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