Senior Executive Assistant/Office Administrator

Executive Assistant And Office ManagerAs an Executive Assistant and Office Manager, you will provide high-level support to assigned executives while overseeing the daily operations of the New York City office. The ideal candidate is a versatile, highly organized professional who can manage multiple priorities with discretion, urgency, and attention to detail. This role is critical to maintaining a smooth, productive, and professional work environment by ensuring administrative and office operations run seamlessly.How You Will Provide Meaningful ContributionsExecutive AssistantProvide hands-on, highly efficient administrative support to senior executivesManage complex calendars and provide end-to-end meeting supportSchedule and coordinate internal, client, and vendor meetingsDrive scheduling to maximize busy leaders' time with a strong sense of urgencySchedule, coordinate, and support offsite meetingsManage confidential projects, initiatives, and sensitive client informationCoordinate complex business travel and related itinerariesManage and complete expense reports accurately, on time, and in accordance with company policyOffice ManagerOversee the maintenance and organization of the office space, including supplies, furniture, equipment, and the overall office environmentAddress facility-related issues promptly to ensure a safe, comfortable, and efficient workplaceCoordinate and oversee office moves, reconfigurations, or construction-related activitiesFacilitate effective communication across the organization and with external stakeholdersEnsure timely distribution of office communications, announcements, and memosPartner with the Human Resources team to support office policy updates and new hire onboardingManage the reception area and ensure a professional, welcoming experience for visitorsPrepare workspaces for internal and external visitors, including security badges, visitor guidance, and onsite readinessAnticipate and support the needs of executives, clients, and employees visiting the New York City officePartner with Finance to support the office budget, track expenses, identify cost-saving opportunities, and manage purchase ordersBuild and maintain strong relationships with vendors, suppliers, and service providersNegotiate contracts and ensure timely delivery of services, repairs, maintenance, and suppliesOrganize and coordinate company events, onsite meetings, and executive gatherings, including logistics such as catering and workspace readinessEnsure office compliance with health and safety regulations and maintain related documentationReceive, sort, distribute, and file mail appropriatelyEstablish and maintain efficient record management systems while ensuring document organization and confidentialityAnswer direct phone calls, manage the office calendar, and coordinate deliveriesBasic Qualifications for ConsiderationMinimum of 5–7 years of experience providing direct administrative and executive supportProven experience with and strong working knowledge of travel systems, travel planning, calendar management, and event coordinationExceptional organizational skills with a high level of professionalism, discretion, and attention to detailDemonstrated process improvement experience and a mindset of continuous improvementWillingness to do what it takes to deliver high-quality work within tight timeframesSelf-motivated with a strong sense of ownership and follow-throughStrong analytical, communication, and problem-solving skillsResourceful and detail-oriented, with the ability to manage ambiguity, tight deadlines, and multiple priorities in demanding environmentsProficiency in Microsoft Office, including advanced experience with Word and ExcelPreferred Skills, Experience, and EducationBachelor's degree from an accredited four-year college or universityAbout InvestCloudInvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company's clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World's Top Fintech Company, a proof point of the company's commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.Our ValuesClient ConnectedHuman CenteredTechnology ForwardRespect + IntegrityExcellenceThe actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant's geographic location. Salary range: $95,000 - $115,000.

Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.