Our client is a thriving, boutique wealth management firm based in Melville, NY. They seek a highly experienced and proactive Executive Assistant / Practice Manager to support their CEO & Lead Advisor.

Key Responsibilities:

Ability to manage the daily flow of a growing advisory business. Provide high-level executive support to the CEO and Lead Advisor, including calendar management, meeting preparation, and client communications. Oversee and optimize day-to-day practice operations; act as liaison across team members, vendors, and clients. Coordinate client service workflows, including onboarding, follow-ups, documentation, and compliance tracking. Assist with project management, internal systems, and operational initiatives. Ensure timely and accurate data entry into CRM and support maintenance of financial and insurance records. Help maintain a culture of excellence and high-touch client service.

Qualifications:

Minimum 5+ years of experience as an Executive Assistant or Operations Manager supporting executives in wealth management, financial services, or professional services firms. Strong understanding of wealth management, insurance, and financial planning processes. Securities License (Series 6, 7, or equivalent) required. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and experience using a CRM system Excellent interpersonal skills, a team-oriented mindset, & attention to detail. Proven ability to handle confidential information with discretion and work independently in a fast-paced environment.

Why Join?

They are a tight-knit, collaborative team with a commitment to delivering personalized, fiduciary advice to a loyal client base. This role offers the opportunity to take ownership of practice operations while working closely with the firm’s leadership. Compensation includes a competitive base salary, bonus potential, profit-sharing, and a health insurance stipend. (100K-110K base + bonus + profit-sharing + health insurance stipend)