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)