Hiring: Executive Assistant/Office Coordinator at Katonah Wealth Management Firm Company: BCL Search Location: Katonah, NY Job Posted Time: 2026-09-10 12:48:10 Target Skills & Keywords : Financial Planning, Wealth Management About the job Experience: •8 years of executive support, office coordination, office management, workplace experience, or related administrative experience Required Skills: •Provide administrative support to three senior executives, including calendar management, meeting coordination, and scheduling •Serve as the face of the office by greeting visitors, clients, and guests with professionalism and warmth •Manage incoming calls and general office communications •Coordinate conference rooms, meetings, catering, and client hospitality •Oversee office supplies, snacks, inventory, and vendor relationships •Manage incoming and outgoing mail, packages, and deliveries, including identifying and escalating time-sensitive items •Assist with CRM maintenance, data entry, and administrative reporting •Support client-related administrative processes and portfolio administration Qualifications: •3–8 years of executive support, office coordination, office management, workplace experience, or related administrative experience •Bachelor's degree preferred •Strong organizational skills with exceptional attention to detail •Excellent written and verbal communication skills •Polished, professional, and client-facing demeanor •Hospitality-oriented mindset with a commitment to providing exceptional service •Tech-savvy with the ability to quickly learn new systems and tools •Comfortable utilizing AI and technology to improve workflow and efficiency •Strong sense of urgency, follow-through, and accountability •Demonstrated capacity to manage multiple priorities in a fast-paced environment Compensation: •$90,000 - $115,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!