<p><strong>Position Overview</strong></p><p>The Executive Assistant & Office Manager supports senior advisors while managing office operations within a wealth management firm. This role blends executive support, client service, and operational oversight for a high-touch, client-focused environment.</p><p><strong>Key Responsibilities</strong></p><p><strong>Executive & Client Support</strong></p><ul><li>Manage calendars, meetings, and travel for senior advisors</li><li>Coordinate client meetings, reviews, and onboarding</li><li>Prepare client correspondence, presentations, and reports</li><li>Serve as a point of contact for high-net-worth clients</li></ul><p><strong>Office & Operations Management</strong></p><ul><li>Oversee office operations, facilities, and vendor relationships</li><li>Maintain client records, CRM systems, and documentation</li><li>Coordinate compliance-related documentation and workflows</li><li>Support office budgeting, expense tracking, and vendor payments</li><li>Assist with staff onboarding, training logistics, and scheduling</li></ul><p><br></p>

<p><strong>Qualifications</strong></p><ul><li>5+ years of executive assistant and/or office manager experience</li><li>Experience in <strong>wealth management, financial services, or family office</strong></li><li>Strong client service and communication skills</li><li>High level of discretion handling sensitive financial information</li><li>Proficiency with Microsoft Office and CRM systems</li></ul><p><br></p>

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