Job title: Office Manager & Executive Assistant
Location: Manhattan, NY
Firm Type: Independent Wealth Management Firm
Company Size: 25 Employees
About Us:
We are a dynamic, independent wealth management firm located in the heart of Manhattan. Our small, tight-knit team provides personalized financial services to high-net-worth clients, and we’re seeking a highly organized and proactive Office Manager to join our team. This is an exciting opportunity for someone looking to make a meaningful impact in a fast-paced, collaborative environment.
Position Overview:
We are looking for an experienced Office Manager who will also provide HR administration and executive assistant support. This individual will play a key role in ensuring the smooth and efficient operation of our office, supporting day-to-day administrative needs, assisting with HR functions, and supporting our leadership team. The ideal candidate is someone who thrives in a dynamic environment, is detail-oriented, and has strong interpersonal skills.
Key Responsibilities:
Office Management:
- Oversee daily office operations, ensuring an efficient and organized work environment.
- Answer phones.
- Greet clients as they arrive for meetings.
- Manage office supplies and vendor relationships.
- Coordinate office maintenance, equipment, and facilities management.
- Organize and manage meetings, conferences, and travel arrangements.
- Ensure the office kitchen remains tidy and well-stocked on a daily basis.
- Assist with setting up technology and office equipment as needed.
HR Administration:
- Assist with onboarding and offboarding processes for new and departing employees.
- Maintain employee records and ensure compliance with HR policies and procedures.
- Help manage benefits administration and payroll coordination.
- Support in performance review processes and employee engagement initiatives.
Executive Assistant Support:
- Provide administrative support to senior executives, including calendar management and email correspondence.
- Experience using a CRM in the RIA industry is desirable
- Coordinate meetings, conferences, and client events.
- Assist Tax Team during tax preparation season.
- Assist with special projects and research as required.
Qualifications:
- 3+ years of office management experience, ideally in a financial services or professional services setting.
- Knowledge of HR administration and basic HR processes.
- Executive assistant experience preferred.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint), Google Workspace and general office software.
- Excellent organizational, communication, and time-management skills.
- Ability to handle sensitive and confidential information with discretion.
- A proactive, positive attitude and the ability to multitask effectively in a fast-paced environment.
Why Join Us?
- Work in a collaborative and dynamic team environment.
- Competitive salary and benefits package.
- Salary range $80,000 - $100,000
- Hybrid workplace - 3 days in office, 2 days remote.
- The opportunity to contribute to the success and growth of a growing firm.
- Convenient Manhattan location.
If you’re a motivated, detail-oriented professional who thrives in a hands-on role, we’d love to hear from you. Apply today and become an integral part of our team!
To Apply:
Please send your resume and a brief cover letter outlining your experience and interest in the position to:
careers@bridgewateradv.com
