Executive Assistant – Wealth Management | Iselin, New Jersey

Reference Number: MHH7278
Location: Iselin, New Jersey

Judson Group has partnered with a successful and growing wealth firm in the search for an Executive Assistant – Wealth Management. This firm serves high net worth clients and has a strong history of investment performance. This person will have the unique role of reporting to and assisting the firm owner. Due to extraordinary growth and demand, the Executive Assistant will take responsibility for various firm projects including technology, operations, and research. This is a tremendous role for someone who takes initiative, leads multiple projects with little-to-no oversight, and produces results as this firm undergoes transformational change.

Responsibilities:

  • Oversee office logistics and operations (moving into a new space).
  • Responsible for general office communications.
  • Manage website maintenance, ensuring up-to-date information and troubleshooting.
  • Generate various marketing materials for the firm and client meetings.
  • Assist with compliance projects.
  • Support future plans of becoming a fee-based practice by initiating/conducting research.
  • Maintains appointments and planning schedules, conferences, and travel arrangements.
  • Greets guests, clients, and vendors and maintains professional atmosphere.

Requirements:

  • 8+ years of executive assistance experience within a financial environment required.
  • Strong communication and technology skills.
  • High level of confidentiality and dependability.
  • Multi-tasking ability and works well under pressure.
  • Keen eye for detail.

Compensation:
Commensurate with experience; $100,000 base salary and benefits

Location:
Iselin, New Jersey

Reference Number: MHH7278

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