Executive Assistant

Executive Assistant to the Founder Location: Hauppauge, NY (In-Office) Position Overview Company is seeking a highly organized and proactive Executive Assistant (EA) to provide full-time, in-office support to the Founder. This is a pivotal role designed to streamline operations, enhance efficiency, and allow leadership to focus on high-impact strategic initiatives. The successful candidate will work closely with the founder and the leadership team, handling a wide range of administrative and operational responsibilities with precision and professionalism. Key Responsibilities ·      Manage and prioritize the Founder’s calendar, ensuring seamless scheduling and time management. ·      Oversee the Founder’s primary email inbox, flagging important communications and ensuring timely follow-ups. ·      Answer the phone with professionalism, greet every caller with warmth, and make sure they get the assistance they are seeking. ·      Operate with a “client-as-family” mindset; treat every interaction with a personal touch. ·      Plan and execute internal and client-facing events, including logistics, setup (e.g., gift bags, travel, reservations) and expense tracking in the campaign. ·      Manage travel arrangements, meeting logistics, and other administrative details. ·      Handle office operational tasks such as mailings and office supplies. ·      Maintain accurate records within Salesforce (training available). ·      Leverage technology, AI and automation tools to improve workflow efficiency. Desired Skills & Experience ·      3 plus years of experience as an Executive Assistant. ·      Experience managing executive-level email including flagging urgent messages, drafting responses, and ensuring follow-through. ·      Attention to detail is a must. ·      Experience using scheduling tools (Calendly, Zoom) to manage calendars, coordinate meetings and avoid conflicts. ·      Excellent organizational and time management skills with the ability to juggle multiple priorities. ·      Professional written and verbal communication skills. ·      Experience in the wealth management or financial services industry is a plus (e.g., understanding of basic terminology and client service workflows). ·      Experience with Salesforce or other CRM. ·      Proficient in Microsoft Office Suite. ·      Ability to anticipate needs before being asked. ·      Comfortable working in a fast-paced, client-first environment. Who You Are ·      A proactive, detail-oriented problem solver who thrives in a supportive role. ·      Someone who takes initiative, learns quickly, and takes pride in creating structure and efficiency. ·      Collaborative and dependable, with a positive, professional demeanor. Position Details ·      Type: Full-time, in-office (must be physically present in Hauppauge, NY). ·      This role offers the potential for career growth and a great working environment. ·      The opportunity to play a key role in Company’s continued success. Our culture is fast-paced, motivational, and focused on JOY and healthy living. Smokers need not apply. Compensation •           Base Salary, benefits package including health care benefits with vision and dental options as well as a 401(k) with matching.