Administrative Skills, Advertising Operations, Calendar Management, Detail Oriented, Executive Assistant Skills , Facilities Management, Facilities and Maintenance, Financial Services, Google Apps, Homeland Security, Investment Strategy, Leadership, Logistics, Mail Processing, Multitasking, Office Management, Operations, Order Delivery, Order Supplies, Organizational Skills, Podcasting, Registered Investment Advisor (RIA), Social Security Administration, Supplier Relationship Management (SRM), Telephone Skills, Test Strategy, Travel Planning, Vendor/Supplier Relations, Wealth Management, YouTube
Executive Assistant / Office Administrator
Are you a high-energy, detail-oriented professional looking to build a career in the financial media and wealth management space?
Ritholtz Wealth Management (RWM) is a fast-growing, cutting-edge Registered Investment Advisory (RIA) firm headquartered in New York City. We are disrupting the traditional wealth management industry by pairing time-tested investment strategies with a massive media footprint, including The Compound YouTube Network, hit podcasts like Animal Spirits, and major industry events like the Future Proof Festival.
We are seeking a proactive Executive Assistant & Office Administrator to support our CEO and act as the operational backbone of our NYC headquarters. This is a vital, high-visibility, 100% on-site role where you will be the face of the office for visitors and the ultimate coordinator for our executive leadership.
Location: New York City (100% On-Site, 5 days/week)
Key Responsibilities
- Executive Support: Manage the CEO's calendar, coordinate travel arrangements, schedule high-priority appointments, and oversee/triage the CEO's email inbox.
- Office Operations: Oversee daily headquarters operations, including managing vendor relationships, ordering equipment/supplies, and coordinating facilities maintenance.
- Front Desk & Reception: Welcome clients and guests with a professional, friendly demeanor. Answer the main office line, routing calls and messages accurately and promptly.
- Logistics & Mail: Handle the distribution of incoming mail, packages, and overnight deliveries, and oversee all outgoing correspondence.
- Hospitality & Maintenance: Maintain a clean, organized, and professional office environment (including light organizing and restocking the kitchen/refrigerator).
- Special Projects: Assist with ad-hoc operational, media, or event-related projects as needed.
Qualifications & Requirements
- Experience: Minimum 1 year of office administrative or executive support experience. Experience within a financial services, RIA, or broker-dealer environment is highly preferred.
- Technical Skills: Proficiency in Google Workspace (Gmail, Calendar, Docs, Sheets, Drive).
- Soft Skills: Exceptional organizational, communication, and multitasking abilities. A high degree of discretion and professionalism in handling confidential financial data.
- Education: Associate or Bachelor's degree preferred.
- Location: Must be based in the greater New York area and able to commute to the NYC office
- Compensation: $65,000 - $85,000 base (commensurate with experience) + Comprehensive Benefits. The salary offered will be determined by, but not limited to, experience, education, skill, location, and credentials.
Perks & Benefits
We take care of our team. RWM offers a competitive and comprehensive benefits package, including:
- Health & Wellness: Premium Medical, Dental, and Vision insurance, plus Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).
- Financial Security: 401(k) plan with company match, plus Life and Disability insurance.
- Time Off: Generous Paid Time Off (PTO), Paid Parental Leave, and support for community volunteering.
- Culture & Extras: A vibrant, inclusive company culture, employee discounts, and an Employee Assistance Program (EAP).
Explore Our Footprint
- The Compound: Our flagship media network featuring Josh Brown, Michael Batnick, Ben Carlson, and guests, breaking down investing, markets, and culture weekly.
- Animal Spirits: A hit weekly podcast about markets, life, and investing hosted by Michael Batnick and Ben Carlson.
- Future Proof: The world's largest outdoor wealth management festival, held annually beachside in Huntington Beach, California & Miami Beach, Florida
Ritholtz Wealth Management is an Equal Opportunity Employer. We participate in E-Verify to confirm work authorization with the U.S. Social Security Administration (SSA) and Department of Homeland Security (DHS) via the Form I-9
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Ritholtz Wealth Management