Wealth and Investment Management staffing and recruiting, New York

Executive Assistants (EAs) provide direct support to senior executives, making sure  projects and workflows are running smoothly. EAs play a central role in company organisation and productivity – making them an essential strategic partner.

Personal Assistants (PAs) offer administrative, operational and logistical support to Wealth and Investment Management companies. PAs manage daily operations and pick up organisational tasks to improve company efficiency.

Operations Managers keep your firm running smoothly, speaking with suppliers and working to make sure all departments have the resources they need. They’re often involved with budget and process optimisation and have around 10-20 direct reports including Executive Assistants, facilities, front-of-house and catering staff.

An Office Manager is in charge of managing administrative tasks and creating an efficient office – combining real estate and facilities management. Their role is to create a positive and productive work environment for everyone at the company, often across multiple offices. Alongside their teams, made up of EAs and receptionists, they’re often heavily involved with internal and external event planning.

 Chief of Staff  partners with the top-level executives to facilitate strategic decision-making and support daily operations to steer progress forward.

Front of House roles are the first point of contact for client interactions. They’re important for presenting the company in a professional and positive way, responsible for creating a good first impression of their firm.

These roles provide essential support to consultants and clients, from handling correspondence to scheduling and organising meetings and managing records and documents. It’s important for those in administrative assistant roles to be agile team players who can work with teams of multiple junior professionals.