Office Manager/Executive AssistantExcelsior Wealth Partners LLC • Syracuse, New York, United States
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Office Manager/Executive Assistant
Excelsior Wealth Partners LLC
- Syracuse, New York, United States
- Syracuse, New York, United States
About
Benefits:
- Competitive salary
- Paid time off
- Training & development
Excelsior Wealth Partners – Syracuse, NY Full-time position: $60,000-$70,000/year (commensurate with experience) Excelsior Wealth Partners is a growing financial advisory firm based in Syracuse, NY, seeking a highly organized and personable Office Manager/Executive Assistant to support our leadership team and ensure smooth daily operations. This role offers an opportunity to work in a collaborative, client-focused environment where attention to detail and professionalism truly make a difference. Key Responsibilities: · Oversee day-to-day office operations, including supply management, shipping, and vendor coordination · Manage executive calendars, meetings, and client scheduling · Support marketing efforts, including event planning and client engagement initiatives · Prepare and maintain documents, reports, and spreadsheets · Greet clients and visitors in a professional and welcoming manner · Handle bill payments, invoices, and other administrative support tasks as needed Qualifications: · Bachelor's degree required · Previous experience in office management, executive assistance, or similar administrative role · Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) required; formula knowledge preferred · Excellent organizational, communication, and time-management skills · Ability to manage multiple priorities with a proactive and team-oriented mindset · Friendly and professional demeanor with strong attention to detail Why Excelsior Wealth Partners? We take pride in delivering exceptional client experiences while fostering a positive, supportive work environment. As part of our team, you'll have the opportunity to make a meaningful impact and grow with a firm that values integrity, collaboration, and excellence. To Apply: Please send your resume to:
Compensation: $60, $70,000.00 per year
About Us
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
As a Wealth Management Firm, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we will work diligently to develop a program that carefully balances investment strategies with preserving principal.
Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.
Languages
- English
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