We are partnering with a growing financial services firm is seeking a highly organized, proactive Executive Assistant / Office Manager to support a Principal and VP while overseeing day-to-day operations of a small NYC office (2-3 employees onsite regularly).

This hybrid role blends high-level executive support with facilities and office management responsibilities. The ideal candidate comes directly from financial services and thrives in a fast-paced, high-accountability environment. ⚡

Key Responsibilities

Executive Support

Manage complex calendars, travel, and meeting coordination
Prepare presentations and meeting materials
Handle confidential communications with discretion
Support internal and external stakeholder interactions

Office & Facilities Management

Oversee daily office operations and vendor relationships
Coordinate catering and meeting logistics 🍽️
Manage office build-out and ensure client-ready space
Support general facilities and administrative needs

Qualifications

Prior EA experience within financial services (required)
Experience supporting senior leaders (Principal, VP+)
Comfortable working fully onsite
Strong organizational skills and attention to detail
Polished, adaptable, and highly professional presence

Compensation & Benefits

Competitive base + ~20% annual bonus 💰
401(k) with employer contribution
Full medical, dental, vision
Dependent Care & FSA
EHE health benefit

Excellent opportunity for a finance-savvy EA who enjoys being the go-to person in a small, collaborative office setting.

Expert Jobs at Oakleaf Partnership

Latest Jobs

Executive Assistant

Quick Links

Resources

Legal